NVS icon

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 %
TC
976
Truvestments Capital
Florida
$39K 478 – –
HA
977
Herold Advisors
New York
$39K 481 +481 New
BCA
978
Bray Capital Advisors
Florida
$38K 467 – –
GEA
979
Glen Eagle Advisors
New Jersey
$37.1K 453 – –
BMD
980
Better Money Decisions
New Mexico
$37K 454 – –
RBC
981
Roble Belko & Company
Pennsylvania
$36K 441 – –
AA
982
Addison Advisors
Vermont
$36K 439 +14 +3%
KPCM
983
Kings Point Capital Management
New York
$34K 415 – –
POIA
984
Pin Oak Investment Advisors
Texas
$33K 402 -35 -8%
ONST
985
Old North State Trust
North Carolina
$33K 409 – –
LWA
986
Lenox Wealth Advisors
New York
$30K 369 – –
FRA
987
Front Row Advisors
California
$29K 351 – –
SC
988
Solstein Capital
California
$29K 359 +72 +25%
PA
989
PSI Advisors
Florida
$29K 354 +354 New
LB
990
Legacy Bridge
Iowa
$28K 339 – –
FCB
991
First Command Bank
Texas
$28K 348 – –
FCFS
992
First Command Financial Services
Texas
$28K 348 – –
EWM
993
Evermay Wealth Management
Virginia
$27K 333 – –
KTC
994
Kistler-Tiffany Companies
Pennsylvania
$26K 319 – –
MAM
995
Marquette Asset Management
Minnesota
$25K 300 – –
RVM
996
Robinson Value Management
Texas
$24K 298 +298 New
CA
997
Centerpoint Advisors
Massachusetts
$23K 280 – –
PWA
998
Phoenix Wealth Advisors
North Carolina
$23K 284 – –
RCA
999
Ranch Capital Advisors
Florida
$23K 280 +180 +180%
TCM
1000
Tradewinds Capital Management
Washington
$22K 265 -29 -10%
38 39
40
41 42