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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 %
MCM
801
Murphy Capital Management
New Jersey
$256K -$53K -650 -17%
PC
802
Port Capital
Illinois
$256K -$16.3K -200 -6%
AA
803
Argent Advisors
Louisiana
$256K +$10.6K +130 +4%
PCA
804
Peddock Capital Advisors
Massachusetts
$255K +$1.06K +13 +0.4%
AP
805
Americana Partners
Texas
$255K +$255K +3,123 New
PT
806
Plimoth Trust
Massachusetts
$254K -$16.8K -205 -6%
BHWM
807
Bar Harbor Wealth Management
New Hampshire
$253K -$15.7K -192 -6%
PMA
808
Prudent Man Advisors
Illinois
$253K – – –
MCM
809
Mitchell Capital Management
Kansas
$252K -$654 -8 -0.3%
CC
810
Courier Capital
New York
$251K -$9.4K -115 -4%
1WM
811
1900 Wealth Management
Texas
$250K – – –
PTP
812
Platform Technology Partners
New York
$250K +$1.06K +13 +0.4%
AWA
813
Arete Wealth Advisors
Illinois
$249K -$32.7K -400 -12%
HW
814
Hancock Whitney
Mississippi
$248K -$66.1K -808 -21%
HPC
815
HM Payson & Co
Maine
$248K +$2.29K +28 +0.9%
MSS
816
Mitchell Sinkler & Starr
Pennsylvania
$246K – – –
MW
817
Marcum Wealth
Ohio
$245K +$29.6K +362 +14%
JWA
818
JFS Wealth Advisors
Pennsylvania
$245K +$90.1K +1,100 +58%
DWM
819
Dorchester Wealth Management
Quebec, Canada
$244K -$8.19K -100 -3%
LWM
820
Laidlaw Wealth Management
New York
$243K +$26.2K +320 +12%
ACP
821
Aveo Capital Partners
Colorado
$242K -$116K -1,424 -32%
ESB
822
Essex Savings Bank
Connecticut
$242K -$2.49K -27 -1%
CA
823
Claro Advisors
Massachusetts
$241K +$19.9K +243 +9%
PP
824
PDS Planning
Ohio
$239K -$4.83K -59 -2%
WAAG
825
Wealth Alliance Advisory Group
Kansas
$239K – – –
31 32
33
34 35