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Novartis
NVS

Overview Fund Activity

1,079 hedge funds and large institutions have $18B invested in Novartis in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 368 increasing their positions, 408 reducing their positions, and 79 closing their positions.

Holders
1,079
Holders Change
-39
Holders Change %
-3.49%
% of All Funds
18.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
57
Increased
368
Reduced
408
Closed
79
Calls
$501M
Puts
$160M
Net Calls
+$341M
Net Calls Change
+$201M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.39B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$270M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$345M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$172M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$59.2M

Top Sellers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$110M
2
Boston Partners
2
Boston Partners
Massachusetts
$359M
3
Franklin Resources
3
Franklin Resources
California
$554M
4
WG
4
Welch Group
Alabama
$2.06M
5
Ameriprise
5
Ameriprise
Minnesota
$116M
Name Market Value Shares Shares
Change 		Shares
Change %
MIP
51
Mondrian Investment Partners
United Kingdom
$51.8M 633,510 – –
DLA
52
Douglas Lane & Associates
New York
$46.9M 573,319 -79,248 -12%
Capital World Investors
53
Capital World Investors
California
$43.9M 536,486 +5,807 +1%
MIS
54
Morningstar Investment Services
Illinois
$36M 434,636 -4,325 -1%
DADC
55
D.A. Davidson & Co
Montana
$35.5M 433,824 +3,455 +0.8%
TH
56
TCTC Holdings
Texas
$32.9M 402,791 -3,333 -0.8%
Fayez Sarofim & Co
57
Fayez Sarofim & Co
Texas
$32.9M 402,154 -12,117 -3%
CCM
58
Causeway Capital Management
California
$32.8M 401,116 -25,866 -6%
MAP
59
Managed Asset Portfolios
Michigan
$31.2M 381,778 +1,117 +0.3%
Invesco
60
Invesco
Georgia
$30.8M 377,081 -136,799 -27%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$29.9M 366,081 +4,896 +1%
Stifel Financial
62
Stifel Financial
Missouri
$29.7M 363,083 +35,711 +11%
Brown Advisory
63
Brown Advisory
Maryland
$28.8M 352,454 +40,781 +13%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$27.3M 333,665 -4,127 -1%
OAM
65
Oppenheimer Asset Management
New York
$27.2M 332,134 +7,335 +2%
SC
66
Saturna Capital
Washington
$26.3M 321,278 +37,605 +13%
HighTower Advisors
67
HighTower Advisors
Illinois
$25.2M 308,525 -3,340 -1%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$25.1M 306,535 +4,378 +1%
US Bancorp
69
US Bancorp
Minnesota
$24.9M 304,305 -19,316 -6%
NPA
70
Nichols & Pratt Advisers
Massachusetts
$24.5M 298,727 -15,649 -5%
First Manhattan
71
First Manhattan
New York
$24.5M 299,287 -602 -0.2%
CT
72
Cambridge Trust
Massachusetts
$24M 293,568 +182,675 +165%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$24M 293,473 +19,635 +7%
MIM
74
Martin Investment Management
Florida
$23.7M 289,924 +21,355 +8%
EWA
75
Exencial Wealth Advisors
Oklahoma
$23.4M 285,767 +79,616 +39%
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