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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SAM
851
SignalPoint Asset Management
Missouri
$217K 2,657 – –
CC
852
Chicago Capital
Illinois
$216K 2,640 – –
WI
853
Wintrust Investments
Illinois
$214K 2,622 -150 -5%
VST
854
Van Strum & Towne
California
$214K 2,612 – –
TF
855
Tompkins Financial
New York
$213K 2,599 +2,599 New
ACA
856
Aptus Capital Advisors
Alabama
$212K 2,587 -7 -0.3%
BMWM
857
Brown Miller Wealth Management
Virginia
$211K 2,590 – –
BP
858
BBR Partners
New York
$210K 2,565 – –
LCM
859
LCM Capital Management
Illinois
$210K 2,565 +5 +0.2%
Fiera Capital (Canada)
860
Fiera Capital (Canada)
Quebec, Canada
$209K 2,550 – –
Acadian Asset Management
861
Acadian Asset Management
Massachusetts
$208K 2,544 -1,886 -43%
NL
862
NWAM LLC
Washington
$208K 2,546 -221 -8%
NCM
863
Northside Capital Management
Oregon
$208K 2,546 – –
SC
864
Savant Capital
Illinois
$207K 2,536 -217 -8%
CL
865
CPWM LLC
Washington
$206K 2,524 -100 -4%
Mitsubishi UFJ Asset Management
866
Mitsubishi UFJ Asset Management
Japan
$206K 2,513 -56 -2%
RT
867
Rockland Trust
Massachusetts
$205K 2,501 -142 -5%
TFA
868
Tranquilli Financial Advisor
New Jersey
$204K 2,489 +67 +3%
DDPIC
869
Deroy & Devereaux Private Investment Counsel
Michigan
$202K 2,475 – –
FOA
870
Five Oceans Advisors
California
$202K 2,470 +2,470 New
MFG
871
Magnus Financial Group
New York
$201K 2,456 – –
PCG
872
Private Capital Group
Connecticut
$201K 2,463 +7 +0.3%
IA
873
IFG Advisory
Georgia
$200K 2,448 -76 -3%
SSWM
874
Sheets Smith Wealth Management
North Carolina
$200K 2,450 – –
GB
875
Goepper Burkhardt
South Carolina
$200K 2,450 – –
33 34
35
36 37