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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 %
EIP
976
Ellis Investment Partners
Pennsylvania
$80K 885 – –
KFI
977
Key Financial Inc
Pennsylvania
$79K 859 – –
DAC
978
Dividend Assets Capital
South Carolina
$78K 857 -25 -3%
CP
979
Castleview Partners
Texas
$78K 850 +850 New
HR
980
Howe & Rusling
New York
$74K 811 -22 -3%
PK
981
Pflug Koory
Nebraska
$74K 810 +100 +14%
MAM
982
Meeder Asset Management
Ohio
$74K 811 +389 +92%
BCM
983
Bourgeon Capital Management
Connecticut
$73K 800 – –
EDRH
984
Edmond de Rothschild Holding
Switzerland
$73K 800 – –
GWS
985
Glassman Wealth Services
Virginia
$72K 792 +17 +2%
IBOK
986
Independence Bank of Kentucky
Kentucky
$70K 768 – –
SWM
987
Sugarloaf Wealth Management
Georgia
$68K 745 +61 +9%
GWSG
988
GPS Wealth Strategies Group
Colorado
$67K 729 – –
CFFP
989
Center for Financial Planning
Michigan
$67K 732 – –
PWMG
990
Prestige Wealth Management Group
New Jersey
$64K 704 – –
CFN
991
Cordasco Financial Network
Florida
$64K 700 – –
BWM
992
BerganKDV Wealth Management
Minnesota
$64K 704 +61 +9%
MRCM
993
M&R Capital Management
New Jersey
$61K 675 – –
ADL
994
Asset Dedication LLC
California
$61K 680 – –
EWA
995
Evolution Wealth Advisors
Florida
$60K 662 -77 -10%
WQ
996
Wealth Quarterback
New Jersey
$60K 653 +653 New
RDWM
997
Red Door Wealth Management
Tennessee
$57K 634 +634 New
KAS
998
Kemnay Advisory Services
New York
$55K 600 – –
CWA
999
Clearview Wealth Advisors
Oregon
$55K 600 – –
BAM
1000
Baldrige Asset Management
Pennsylvania
$55K 605 +605 New
38 39
40
41 42