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Novartis
NVS

Overview Fund Activity

1,118 hedge funds and large institutions have $19.8B invested in Novartis in 2021 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 401 increasing their positions, 411 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
-16
Holders Change %
-1.41%
% of All Funds
19.52%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
73
Increased
401
Reduced
411
Closed
79
Calls
$251M
Puts
$110M
Net Calls
+$140M
Net Calls Change
+$24.5M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$254M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$173M
3
Two Sigma Investments
Two Sigma Investments
New York
+$143M
4
Boston Partners
Boston Partners
Massachusetts
+$40.1M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$27.8M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$133M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$128M
3
Primecap Management
Primecap Management
California
-$115M
4
Franklin Resources
Franklin Resources
California
-$84.1M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$68.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KMWM
751
Keudell/Morrison Wealth Management
Oregon
$336K +$16.3K +179 +5%
SAG
752
Spotlight Asset Group
Illinois
$334K -$8.57K -94 -3%
DTL
753
Dynamic Technology Lab
Singapore
$333K +$333K +3,652 New
RHAM
754
Round Hill Asset Management
California
$332K – – –
AA
755
Ancora Advisors
Ohio
$332K +$2.73K +30 +0.8%
MWM
756
Minot Wealth Management
Massachusetts
$331K -$268K -2,895 -45%
HIM
757
Hotaling Investment Management
Pennsylvania
$331K +$331K +3,630 New
LA
758
Latitude Advisors
Florida
$330K +$3.74K +41 +1%
PCM
759
Pointe Capital Management
Michigan
$329K +$11.4K +125 +4%
KFP
760
KMG Fiduciary Partners
Ohio
$329K +$64.1K +703 +24%
IC
761
Intersect Capital
California
$328K +$64.6K +708 +25%
AIM
762
Axiom Investment Management
New York
$326K -$394K -4,319 -55%
IPW
763
Inlet Private Wealth
Florida
$326K -$4.19K -46 -1%
TFA
764
Teamwork Financial Advisors
Texas
$326K +$15.2K +166 +5%
HJIM
765
Henry James International Management
New York
$325K -$128K -1,400 -28%
KOC
766
Koss-Olinger Consulting
Florida
$324K +$27.5K +302 +9%
FAM
767
Formidable Asset Management
Ohio
$321K -$16.3K -178 -5%
IF
768
Intrua Financial
Texas
$320K +$833 +9 +0.3%
OAM
769
Occidental Asset Management
California
$318K – – –
CW
770
CreativeOne Wealth
Kansas
$317K -$11.5K -126 -3%
KP
771
Keel Point
Alabama
$316K -$27.9K -306 -8%
TNBTD
772
Trustmark National Bank Trust Department
Mississippi
$314K -$172K -1,885 -35%
SWA
773
Stratos Wealth Advisors
Ohio
$314K +$314K +3,441 New
VC
774
Veracity Capital
Georgia
$313K -$344K -3,765 -52%
GRP
775
Global Retirement Partners
California
$313K +$11.2K +123 +4%
29 30
31
32 33