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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 %
ECG
801
Edge Capital Group
Georgia
$295K -$89.3K -980 -23%
LW
802
Linscomb Wealth
Texas
$293K -$16.2K -177 -5%
PTC
803
Philadelphia Trust Company
Pennsylvania
$293K – – –
CC
804
Courier Capital
New York
$291K – – –
NG
805
Northstar Group
New York
$290K – – –
SG
806
Stonnington Group
California
$290K +$53K +575 +22%
IRC
807
Investors Research Corp
Georgia
$288K – – –
PCA
808
Peddock Capital Advisors
Massachusetts
$287K – – –
RCC
809
Red Cedar Capital
Nebraska
$286K – – –
LFAS
810
Level Four Advisory Services
Texas
$283K +$6.57K +72 +2%
PMA
811
Prudent Man Advisors
Illinois
$283K +$8.22K +90 +3%
RCAG
812
Rehmann Capital Advisory Group
Michigan
$283K -$16.4K -180 -5%
MCM
813
Mitchell Capital Management
Kansas
$282K +$25.8K +283 +10%
SMG
814
Smart Money Group
Texas
$281K -$6.82K -78 -2%
DWM
815
Dorchester Wealth Management
Quebec, Canada
$281K – – –
1WM
816
1900 Wealth Management
Texas
$279K +$34.7K +381 +14%
SBL
817
Sargent Bickham Lagudis
Colorado
$278K +$109K +1,194 +65%
PTP
818
Platform Technology Partners
New York
$278K +$278K +3,045 New
HWMG
819
Hurlow Wealth Management Group
Indiana
$276K -$3.65K -40 -1%
KPW
820
Kore Private Wealth
New York
$276K +$33.4K +367 +14%
MSS
821
Mitchell Sinkler & Starr
Pennsylvania
$274K -$39.7K -435 -13%
HPC
822
HM Payson & Co
Maine
$274K -$17.1K -187 -6%
ARG
823
Advisory Resource Group
Oklahoma
$274K +$8.02K +88 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
824
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$274K +$274K +3,000 New
AA
825
Argent Advisors
Louisiana
$273K +$27.3K +300 +11%
31 32
33
34 35