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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.

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 %
RHAM
751
Round Hill Asset Management
California
$298K – – –
PCM
752
Pointe Capital Management
Michigan
$298K +$3.27K +40 +1%
Parallax Volatility Advisers
753
Parallax Volatility Advisers
California
$298K +$298K +3,641 New
BOH
754
Bank of Hawaii
Hawaii
$294K -$82K -1,002 -22%
TFA
755
Teamwork Financial Advisors
Texas
$292K – – –
IPW
756
Inlet Private Wealth
Florida
$292K – – –
WCF
757
West Coast Financial
California
$292K +$12.3K +151 +4%
HJIM
758
Henry James International Management
New York
$291K – – –
GRP
759
Global Retirement Partners
California
$291K +$10.7K +131 +4%
KP
760
Keel Point
Alabama
$287K +$3.84K +47 +1%
FAM
761
Formidable Asset Management
Ohio
$286K – – –
OAM
762
Occidental Asset Management
California
$285K – – –
WAP
763
Wealthcare Advisory Partners
Pennsylvania
$285K +$7.19K +88 +3%
AFM
764
Andesa Financial Management
Pennsylvania
$283K -$107K -1,312 -27%
BFC
765
Blue Fin Capital
Rhode Island
$283K -$78.2K -957 -22%
CFA
766
Carroll Financial Associates
North Carolina
$282K -$45.7K -560 -14%
VC
767
Veracity Capital
Georgia
$282K +$1.56K +19 +0.6%
LFA
768
Legacy Financial Advisors
Kentucky
$281K -$62.2K -760 -18%
KCM
769
Kendall Capital Management
Maryland
$280K +$735 +9 +0.3%
KCM
770
Kanawha Capital Management
Virginia
$280K +$9.01K +110 +3%
BIP
771
Blueprint Investment Partners
North Carolina
$280K +$280K +3,422 New
SCM
772
Shelton Capital Management
Colorado
$278K – – –
MWM
773
Minot Wealth Management
Massachusetts
$277K -$14.9K -183 -5%
CDH
774
Charles D. Hyman
$276K – – –
WAM
775
Weatherly Asset Management
California
$276K – – –
29 30
31
32 33