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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 Market Value Shares Shares
Change 		Shares
Change %
SC
76
Saturna Capital
Washington
$25.9M 283,673 +2,700 +1%
OCM
77
Osterweis Capital Management
California
$25M 274,065 -9,930 -3%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$25M 273,838 +16,385 +6%
MIM
79
Martin Investment Management
Florida
$24.5M 268,569 +7,560 +3%
GG
80
Gofen & Glossberg
Illinois
$24.4M 267,141 -222 -0.1%
CIM
81
Confluence Investment Management
Missouri
$24.2M 265,378 +14,547 +6%
SBH
82
Segall Bryant & Hamill
Illinois
$24.2M 264,681 -25,786 -9%
LPL Financial
83
LPL Financial
California
$24.1M 264,123 -3,424 -1%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$23M 252,262 +2,126 +0.8%
TAM
85
Tocqueville Asset Management
New York
$23M 251,964 -45,703 -15%
EVM
86
Eaton Vance Management
Massachusetts
$22.7M 248,991 -14,083 -5%
PAS
87
Professional Advisory Services
Florida
$22.7M 248,702 +2,846 +1%
FCI
88
Financial Counselors Inc
Kansas
$22.6M 247,495 +1,857 +0.8%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$21.7M 237,825 +7,150 +3%
BIP
90
Brandes Investment Partners
California
$21.5M 235,822 +17,052 +8%
WFMPM
91
Woodley Farra Manion Portfolio Management
Indiana
$21.2M 232,804 -85,772 -27%
JPMPWA
92
J.P. Morgan Private Wealth Advisors
California
$20.8M 227,753 +23,449 +11%
HTHT
93
Hemenway Trust Hemenway Trust
New Hampshire
$20.6M 225,815 -3,434 -1%
BCWM
94
Bartlett & Co Wealth Management
Ohio
$20.3M 222,033 -7,837 -3%
BC
95
Bartlett & Co
Ohio
$20.3M 222,033 -7,837 -3%
OA
96
Oak Associates
Ohio
$19.6M 215,078 -1,250 -0.6%
EWA
97
Exencial Wealth Advisors
Oklahoma
$18.8M 206,151 -15,545 -7%
MTC
98
McDaniel Terry & Co
Texas
$18.8M 206,020 +2,861 +1%
M&T Bank
99
M&T Bank
New York
$18.7M 204,941 -8,570 -4%
RFA
100
Reilly Financial Advisors
California
$18.5M 202,468 -1,711 -0.8%
2 3
4
5 6