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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 %
BWM
1001
Baystate Wealth Management
Massachusetts
$22K 264 – –
CFD
1002
Creative Financial Designs
Indiana
$22K 271 – –
FMTCOCP
1003
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K 261 – –
AA
1004
AlphaMark Advisors
Kentucky
$20K 250 -286 -53%
PCFFS
1005
Pacific Center for Financial Services
California
$20K 248 -2 -0.8%
ACM
1006
Antonetti Capital Management
Florida
$20K 250 +250 New
RIM
1007
Rockbridge Investment Management
New York
$19K 235 -131 -36%
SC
1008
Sawyer & Company
Massachusetts
$19K 233 – –
PO
1009
Private Ocean
California
$18K 217 – –
MFA
1010
McClarren Financial Advisors
Pennsylvania
$17K 217 – –
TFM
1011
TFC Financial Management
Massachusetts
$17K 209 – –
TRCT
1012
Tower Research Capital (TRC)
New York
$16K 200 -6,246 -97%
TC
1013
Trust Company
Kansas
$16K 200 – –
BC
1014
Burleson & Co
California
$16K 200 – –
TF
1015
TimeScale Financial
Massachusetts
$16K 200 – –
CTB
1016
Country Trust Bank
Illinois
$16K 194 – –
CAM
1017
Close Asset Management
United Kingdom
$16K 200 – –
MAWCM
1018
Mine & Arao Wealth Creation & Management
California
$16K 200 – –
RTL
1019
Red Tortoise LLC
Georgia
$16K 207 +207 New
TFO
1020
Tarbox Family Office
California
$15K 188 – –
LWANC
1021
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K 172 – –
WWM
1022
Wolff Wiese Magana
California
$14K 169 +65 +63%
KIG
1023
Kowal Investment Group
Wisconsin
$14K 167 +167 New
BWL
1024
Bogart Wealth LLC
Virginia
$13K 154 -119 -44%
SIAP
1025
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$13K 163 – –
39 40
41
42 43