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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 %
HBT
826
Hills Bank & Trust
Iowa
$238K -$490 -6 -0.2%
CWM
827
Cornerstone Wealth Management
Missouri
$237K +$12.7K +156 +6%
PP
828
Pacifica Partners
Canada
$236K -$1.49K -18 -0.6%
IA
829
IFP Advisors
Florida
$236K +$108K +1,326 +85%
BCP
830
Berkeley Capital Partners
Georgia
$234K +$5.31K +65 +2%
RIA
831
Regal Investment Advisors
Michigan
$232K +$33.8K +413 +17%
SFA
832
Sequoia Financial Advisors
Ohio
$231K -$220K -2,693 -49%
ACM
833
Allred Capital Management
Texas
$231K – – –
WT
834
Washington Trust
Rhode Island
$231K – – –
AIM
835
Axiom Investment Management
New York
$230K -$61K -750 -21%
CPIA
836
Cornell Pochily Investment Advisors
New York
$229K – – –
P
837
Palladiem
Pennsylvania
$228K – – –
RE
838
RBC Europe
United Kingdom
$227K – – –
GLA
839
Great Lakes Advisors
Illinois
$226K -$13.7K -168 -6%
BA
840
Bristlecone Advisors
Washington
$226K – – –
OR
841
Olympiad Research
Connecticut
$224K – – –
SYBT
842
Stock Yards Bank & Trust
Kentucky
$223K -$81.7K -1,000 -27%
CBT
843
CoreFirst Bank & Trust
Kansas
$223K +$48.6K +595 +28%
DTL
844
Dynamic Technology Lab
Singapore
$221K -$77.7K -950 -26%
GLA
845
Good Life Advisors
Pennsylvania
$221K +$28.1K +344 +15%
RWA
846
River Wealth Advisors
Pennsylvania
$220K -$1.64K -20 -0.7%
RCM
847
RNC Capital Management
California
$220K +$30.7K +375 +16%
PFP
848
Pinnacle Financial Partners
Tennessee
$220K +$220K +2,685 New
FFN
849
Focus Financial Network
Minnesota
$219K +$20.4K +249 +10%
TFCP
850
Twin Focus Capital Partners
Massachusetts
$218K – – –
32 33
34
35 36