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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 %
AWA
1001
Artemis Wealth Advisors
New York
$53.6K 587 – –
AWM
1002
Accel Wealth Management
Iowa
$53K 581 -12 -2%
KFP
1003
KB Financial Partners
New Jersey
$53K 586 +38 +7%
BCA
1004
Berman Capital Advisors
Georgia
$50K 552 +33 +6%
AA
1005
AlphaMark Advisors
Kentucky
$49K 536 – –
IF
1006
Ironwood Financial
Arizona
$49K 538 +61 +13%
ST
1007
Sageworth Trust
Pennsylvania
$48K 525 – –
TAIM
1008
TD Ameritrade Investment Management
Nebraska
$47K 515 -362 -41%
PCM
1009
Polaris Capital Management
Massachusetts
$46K 500 – –
PMFA
1010
Plante Moran Financial Advisors
Michigan
$46K 502 +110 +28%
TC
1011
Truvestments Capital
Florida
$44K 478 -629 -57%
PGWM
1012
Parisi Gray Wealth Management
New Jersey
$44K 486 +486 New
BCA
1013
Bray Capital Advisors
Florida
$43K 467 – –
HFA
1014
Hoover Financial Advisors
Pennsylvania
$42K 457 -49 -10%
ACM
1015
Anfield Capital Management
California
$42K 460 +460 New
GEA
1016
Glen Eagle Advisors
New Jersey
$41.4K 453 +30 +7%
BMD
1017
Better Money Decisions
New Mexico
$41K 454 +1 +0.2%
RBC
1018
Roble Belko & Company
Pennsylvania
$40K 441 – –
POIA
1019
Pin Oak Investment Advisors
Texas
$40K 437 – –
ME
1020
McIlrath & Eck
Washington
$39K 429 – –
AA
1021
Addison Advisors
Vermont
$39K 425 +425 New
KPCM
1022
Kings Point Capital Management
New York
$38K 415 – –
ONST
1023
Old North State Trust
North Carolina
$37K 409 – –
BC
1024
Barnett & Company
Tennessee
$37K 402 – –
AF
1025
Allworth Financial
California
$37K 403 +174 +76%
39 40
41
42 43