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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 %
BAM
926
Barrett Asset Management
New York
$86K 1,050 – –
OIA
927
Optimum Investment Advisors
Illinois
$83K 1,015 -275 -21%
MHR
928
Matthew Hamilton Rosenberg
$82K 1,008 -540 -35%
CWM
929
Cedar Wealth Management
California
$82K 1,000 – –
FA
930
Fortis Advisors
Pennsylvania
$82K 1,000 – –
FGAM
931
Financial Gravity Asset Management
Texas
– – – –
PMFA
932
Plante Moran Financial Advisors
Michigan
$82K 1,000 +498 +99%
RMC
933
Resources Management Corp
Connecticut
$79K 970 -25 -3%
FWM
934
Focused Wealth Management
New York
$77K 936 – –
ME
935
McIlrath & Eck
Washington
$77K 945 +516 +120%
MCM
936
Manchester Capital Management
Vermont
$75K 921 +852 +1,235%
FFC
937
First Financial Corp
Indiana
$74K 904 – –
LF
938
Lee Financial
Texas
$74K 900 – –
HCP
939
Hexagon Capital Partners
Arkansas
$74K 905 – –
MAM
940
Meeder Asset Management
Ohio
$73K 889 +78 +10%
EIP
941
Ellis Investment Partners
Pennsylvania
$72K 885 – –
HDIM
942
Hanson & Doremus Investment Management
Vermont
$70K 857 -219 -20%
KFI
943
Key Financial Inc
Pennsylvania
$70K 859 – –
DAC
944
Dividend Assets Capital
South Carolina
$70K 857 – –
TAIM
945
TD Ameritrade Investment Management
Nebraska
$70K 803 +288 +56%
HR
946
Howe & Rusling
New York
$66K 811 – –
AF
947
Advisornet Financial
Minnesota
$65K 794 -101 -11%
BCM
948
Bourgeon Capital Management
Connecticut
$65K 800 – –
IBOK
949
Independence Bank of Kentucky
Kentucky
$63K 768 – –
GWS
950
Glassman Wealth Services
Virginia
$61K 742 -50 -6%
36 37
38
39 40