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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 %
FMWA
776
Forvis Mazars Wealth Advisors
Missouri
$276K +$67K +818 +32%
CAM
777
Cozad Asset Management
Illinois
$275K – – –
ARG
778
Advisory Resource Group
Oklahoma
$272K +$26.3K +321 +11%
PCS
779
Personal CFO Solutions
New Jersey
$272K +$70.1K +856 +35%
PWMAG
780
Pinnacle Wealth Management Advisory Group
New Jersey
$271K – – –
CCC
781
Crescent Capital Consulting
Louisiana
$271K – – –
SMG
782
Smart Money Group
Texas
$271K +$8.26K +101 +3%
FLI
783
Family Legacy Inc
South Carolina
$269K – – –
OL
784
Optas LLC
Texas
$269K +$26K +317 +11%
AI
785
ArchPoint Investors
Florida
$269K +$269K +3,285 New
SAG
786
Spotlight Asset Group
Illinois
$268K -$31.9K -390 -11%
PFSC
787
Peoples Financial Services Corp
Pennsylvania
$268K -$12.3K -150 -4%
MWM
788
Meridian Wealth Management
Kentucky
$268K -$82 -1 -0%
CCM
789
Crew Capital Management
Ohio
$267K – – –
LW
790
Linscomb Wealth
Texas
$266K +$3.28K +40 +1%
EFSCE
791
Enterprise Financial Services Corp (EFSC)
Missouri
$265K +$42.6K +521 +19%
GVAG
792
Great Valley Advisor Group
Delaware
$265K +$265K +3,250 New
PTC
793
Philadelphia Trust Company
Pennsylvania
$263K – – –
NG
794
Northstar Group
New York
$260K – – –
IRC
795
Investors Research Corp
Georgia
$258K – – –
LWM
796
Liberty Wealth Management
California
$258K +$54.2K +661 +27%
IC
797
Intersect Capital
California
$257K -$37.2K -455 -13%
ECG
798
Edge Capital Group
Georgia
$257K -$8.19K -100 -3%
RCC
799
Red Cedar Capital
Nebraska
$257K – – –
BAAM
800
Baker Avenue Asset Management
California
$257K +$257K +3,154 New
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32
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