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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 %
Optiver Holding
76
Optiver Holding
Netherlands
$23.3M 284,387 +272,095 +2,214%
JFL
77
Jarislowsky, Fraser Ltd
Quebec, Canada
$22.5M 274,536 -40,386 -13%
PAS
78
Professional Advisory Services
Florida
$21.9M 267,779 +19,077 +8%
LPL Financial
79
LPL Financial
California
$21.8M 266,150 +2,027 +0.8%
GG
80
Gofen & Glossberg
Illinois
$21.7M 265,041 -2,100 -0.8%
FCI
81
Financial Counselors Inc
Kansas
$20.6M 251,877 +4,382 +2%
TAM
82
Tocqueville Asset Management
New York
$20.5M 250,101 -1,863 -0.7%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$20.2M 247,214 +9,389 +4%
BIP
84
Brandes Investment Partners
California
$19.8M 242,252 +6,430 +3%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$19.7M 240,315 -11,947 -5%
EVM
86
Eaton Vance Management
Massachusetts
$19.4M 243,598 -5,393 -2%
EHC
87
Everett Harris & Co
California
$19.1M 233,023 -63,085 -21%
WFMPM
88
Woodley Farra Manion Portfolio Management
Indiana
$18.8M 230,275 -2,529 -1%
SBH
89
Segall Bryant & Hamill
Illinois
$18.6M 227,872 -36,809 -14%
CIM
90
Confluence Investment Management
Missouri
$18.3M 224,239 -41,139 -16%
BCWM
91
Bartlett & Co Wealth Management
Ohio
$18.1M 220,923 -1,110 -0.5%
BC
92
Bartlett & Co
Ohio
$18.1M 220,923 -1,110 -0.5%
HTHT
93
Hemenway Trust Hemenway Trust
New Hampshire
$18M 220,431 -5,384 -2%
JPMPWA
94
J.P. Morgan Private Wealth Advisors
California
$18M 219,720 -8,033 -4%
OA
95
Oak Associates
Ohio
$17.6M 215,078 – –
MTC
96
McDaniel Terry & Co
Texas
$17.4M 212,475 +6,455 +3%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$17.2M 210,040 +9,174 +5%
M&T Bank
98
M&T Bank
New York
$17.1M 209,443 +4,502 +2%
GHA
99
GW Henssler & Associates
Georgia
$17.1M 208,878 +12,251 +6%
RFA
100
Reilly Financial Advisors
California
$17M 207,381 +4,913 +2%
2 3
4
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