NVS icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
726
Koshinski Asset Management
Illinois
$327K +$96.7K +1,182 +42%
CPWA
727
Cerro Pacific Wealth Advisors
California
$326K -$118K -1,438 -27%
V
728
Veritable
Delaware
$323K +$2.46K +30 +0.8%
KMWM
729
Keudell/Morrison Wealth Management
Oregon
$323K +$21.9K +268 +7%
MIM
730
Merrion Investment Management
New Jersey
$322K – – –
BL
731
BFSG LLC
California
$322K +$322K +3,940 New
AL
732
Aspiriant LLC
California
$321K – – –
SVWAG
733
Sound View Wealth Advisors Group
Georgia
$317K – – –
PB
734
Pinnacle Bancorp
Nebraska
$317K +$9.31K +114 +3%
TYCC
735
Texas Yale Capital Corp
Florida
$314K – – –
LNB
736
Ledyard National Bank
$313K -$37.6K -460 -11%
CWM
737
Circle Wealth Management
New Jersey
$313K – – –
QT
738
Quantamental Technologies
New York
$312K +$312K +3,821 New
CHA
739
Carmichael Hill & Associates
Maryland
$311K – – –
AIIMS
740
Analyst IMS Investment Management Services
Israel
$310K -$25.3K -310 -8%
GAM
741
Griffin Asset Management
New York
$308K -$233K -2,850 -43%
RTC
742
Riverview Trust Company
Washington
$308K – – –
SFG
743
Summit Financial Group
West Virginia
$308K – – –
Toronto Dominion Bank
744
Toronto Dominion Bank
Ontario, Canada
$306K -$876K -10,718 -74%
TLCM
745
Twin Lakes Capital Management
California
$306K – – –
NDSI
746
Newman Dignan & Sheerar Inc
Rhode Island
$306K – – –
PFBT
747
Parkside Financial Bank & Trust
Missouri
$306K +$1.97K +24 +0.6%
PWA
748
Physician Wealth Advisors
Utah
$305K -$32.2K -386 -10%
GTAM
749
Global Trust Asset Management
Florida
$304K -$2.45K -30 -0.8%
BRWM
750
B. Riley Wealth Management
Tennessee
$302K +$80.3K +982 +36%
28 29
30
31 32