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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 %
CFFP
951
Center for Financial Planning
Michigan
$60K 732 – –
GWSG
952
GPS Wealth Strategies Group
Colorado
$60K 729 – –
PWMG
953
Prestige Wealth Management Group
New Jersey
$57K 696 -8 -1%
CFN
954
Cordasco Financial Network
Florida
$57K 700 – –
SWM
955
Sugarloaf Wealth Management
Georgia
$56K 685 -60 -8%
ADL
956
Asset Dedication LLC
California
$54K 680 – –
BWM
957
BerganKDV Wealth Management
Minnesota
$53K 643 -61 -9%
PK
958
Pflug Koory
Nebraska
$51K 625 -185 -23%
BAM
959
Baldrige Asset Management
Pennsylvania
$49K 605 – –
KAS
960
Kemnay Advisory Services
New York
$49K 600 – –
CWA
961
Clearview Wealth Advisors
Oregon
$49K 600 – –
AWA
962
Artemis Wealth Advisors
New York
$48K 587 – –
DOA
963
D'Orazio & Associates
Virginia
$47K 576 +576 New
EWA
964
Evolution Wealth Advisors
Florida
$46K 561 -101 -15%
WQ
965
Wealth Quarterback
New Jersey
$46K 554 -99 -15%
AWM
966
Accel Wealth Management
Iowa
$46K 558 -23 -4%
MRCM
967
M&R Capital Management
New Jersey
$44K 550 -125 -19%
IF
968
Ironwood Financial
Arizona
$44K 538 – –
CFA
969
Cahill Financial Advisors
Minnesota
$42K 514 +514 New
CPC
970
Consolidated Planning Corp
Georgia
$42K 519 +519 New
BCA
971
Berman Capital Advisors
Georgia
$41K 504 -48 -9%
ST
972
Sageworth Trust
Pennsylvania
$41K 500 -25 -5%
PCM
973
Polaris Capital Management
Massachusetts
$41K 500 – –
BEI
974
Benjamin Edwards Inc
Missouri
$41K 507 +307 +154%
M
975
MOTCO
Texas
$39K 472 -55,255 -99%
37 38
39
40 41