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Novartis
NVS

Overview Fund Activity

1,118 hedge funds and large institutions have $19.8B invested in Novartis in 2021 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 401 increasing their positions, 411 reducing their positions, and 79 closing their positions.

Holders
1,118
Holders Change
-16
Holders Change %
-1.41%
% of All Funds
19.52%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
73
Increased
401
Reduced
411
Closed
79
Calls
$251M
Puts
$110M
Net Calls
+$140M
Net Calls Change
+$24.5M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.23B
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$173M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$143M
4
Boston Partners
4
Boston Partners
Massachusetts
$575M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$909M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$82.4M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$321M
3
Primecap Management
3
Primecap Management
California
$1.76B
4
Franklin Resources
4
Franklin Resources
California
$686M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$1.74B
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
951
Hoese & Co
Minnesota
$116K +$75.1K +825 +183%
MMG
952
Monetary Management Group
Missouri
$115K – – –
EBA
953
Eagle Bay Advisors
New York
$115K +$115K +1,210 New
TJHA
954
Thomas J. Herzfeld Advisors
Florida
$114K +$1.1K +12 +1%
SFSIG
955
San Francisco Sentry Investment Group
California
$112K – – –
CFG
956
CKW Financial Group
Hawaii
$111K +$19.4K +212 +21%
CHC
957
City Holding Co
West Virginia
$109K -$7.32K -80 -6%
TC
958
Tacita Capital
Ontario, Canada
$109K – – –
TI
959
Truehand Inc
New Hampshire
$106K – – –
BG
960
Bollard Group
Massachusetts
$105K – – –
HWA
961
HHM Wealth Advisors
Tennessee
$105K – – –
COCM
962
Charter Oak Capital Management
New Hampshire
$103K -$2.28K -25 -2%
WP
963
WealthShield Partners
North Carolina
$102K -$2.1K -23 -2%
HI
964
Hudock Inc
Pennsylvania
$100K – – –
BAM
965
Barrett Asset Management
New York
$96K – – –
HDIM
966
Hanson & Doremus Investment Management
Vermont
$94K -$326K -3,727 -78%
RMC
967
Resources Management Corp
Connecticut
$91K -$17.4K -190 -16%
FA
968
Fortis Advisors
Pennsylvania
$91K – – –
FGAM
969
Financial Gravity Asset Management
Texas
$91K -$39 – –
CWM
970
Cedar Wealth Management
California
$91K – – –
FWM
971
Focused Wealth Management
New York
$85K +$91 +1 +0.1%
HCP
972
Hexagon Capital Partners
Arkansas
$83K – – –
LF
973
Lee Financial
Texas
$82K – – –
FFC
974
First Financial Corp
Indiana
$82K – – –
AF
975
Advisornet Financial
Minnesota
$82K +$9.16K +100 +13%
37 38
39
40 41