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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 %
BFC
901
Bedel Financial Consulting
Indiana
$123K 1,498 – –
DZ Bank
902
DZ Bank
Germany
$123K 1,500 – –
JWM
903
Janiczek Wealth Management
Colorado
$123K 1,502 +145 +11%
CWP
904
Concord Wealth Partners
Virginia
$122K 1,492 -1,911 -56%
AWM
905
AllSquare Wealth Management
New York
$121K 1,479 -100 -6%
OCM
906
Orion Capital Management
California
$119K 1,450 – –
HWA
907
Heritage Wealth Advisors
Virginia
$119K 1,450 – –
PSB
908
Piscataqua Savings Bank
New Hampshire
$117K 1,429 – –
AF
909
Allworth Financial
California
$117K 1,436 +1,033 +256%
KFS
910
Kelly Financial Services
Massachusetts
$113K 1,385 -124,949 -99%
FNBOSM
911
First National Bank of South Miami
Florida
$112K 1,366 – –
CFO
912
CVA Family Office
Colorado
$110K 1,267 -79 -6%
PI
913
PEAK6 Investments
Illinois
$109K 1,327 +1,327 New
VCM
914
Vigilant Capital Management
Maine
$107K 1,312 – –
HC
915
Hoese & Co
Minnesota
$104K 1,275 – –
MMG
916
Monetary Management Group
Missouri
$103K 1,259 – –
WB
917
Webster Bank
Connecticut
$102K 1,250 -400 -24%
TJHA
918
Thomas J. Herzfeld Advisors
Florida
$102K 1,244 – –
TC
919
Tacita Capital
Ontario, Canada
$98K 1,200 – –
CHC
920
City Holding Co
West Virginia
$97K 1,192 – –
TI
921
Truehand Inc
New Hampshire
$95K 1,161 – –
BG
922
Bollard Group
Massachusetts
$94K 1,146 – –
HWA
923
HHM Wealth Advisors
Tennessee
$94K 1,147 – –
COCM
924
Charter Oak Capital Management
New Hampshire
$94K 1,148 +18 +2%
HI
925
Hudock Inc
Pennsylvania
$90K 1,101 – –
35 36
37
38 39