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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 %
LWA
1026
Lenox Wealth Advisors
New York
$34K 369 +16 +5%
FRA
1027
Front Row Advisors
California
$33K 351 -78 -18%
RIM
1028
Rockbridge Investment Management
New York
$33K 366 – –
FCFS
1029
First Command Financial Services
Texas
$32K 348 – –
FCB
1030
First Command Bank
Texas
$32K 348 – –
SL
1031
Savior LLC
Massachusetts
$32K 353 – –
LB
1032
Legacy Bridge
Iowa
$31K 339 -128 -27%
EWM
1033
Evermay Wealth Management
Virginia
$30K 333 +333 New
KTC
1034
Kistler-Tiffany Companies
Pennsylvania
$29K 319 – –
MAM
1035
Marquette Asset Management
Minnesota
$27K 300 – –
CLOS
1036
Compagnie Lombard Odier SCmA
Switzerland
$27K 300 – –
TCM
1037
Tradewinds Capital Management
Washington
$27K 294 – –
CA
1038
Centerpoint Advisors
Massachusetts
$26K 280 – –
PWA
1039
Phoenix Wealth Advisors
North Carolina
$26K 284 – –
SC
1040
Solstein Capital
California
$26K 287 +12 +4%
CFD
1041
Creative Financial Designs
Indiana
$25K 271 – –
BWL
1042
Bogart Wealth LLC
Virginia
$25K 273 – –
BWM
1043
Baystate Wealth Management
Massachusetts
$24K 264 -255 -49%
FMTCOCP
1044
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K 261 – –
PCFFS
1045
Pacific Center for Financial Services
California
$23K 250 – –
SC
1046
Sawyer & Company
Massachusetts
$21K 233 – –
PO
1047
Private Ocean
California
$20K 217 – –
TFM
1048
TFC Financial Management
Massachusetts
$19K 209 -125 -37%
MFA
1049
McClarren Financial Advisors
Pennsylvania
$19K 217 – –
TC
1050
Trust Company
Kansas
$18K 200 – –
40 41
42
43 44