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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 %
HCM
1026
Highlander Capital Management
New Jersey
$12K 150 – –
DWP
1027
Destiny Wealth Partners
Florida
$12K 142 +142 New
BBHC
1028
Brown Brothers Harriman & Co
New York
$11.6K 142,004 -10,544 -7%
ATC
1029
Adirondack Trust Company
New York
$11K 130 – –
HFM
1030
Hartford Financial Management
Connecticut
$11K 130 – –
NC
1031
NewSquare Capital
Pennsylvania
$9K 109 – –
MIFH
1032
Migdal Insurance & Financial Holdings
Israel
$9K 110 – –
MAM
1033
McCarthy Asset Management
California
$9K 108 – –
TWA
1034
TCI Wealth Advisors
Arizona
$8K 100 – –
CPA
1035
Cowen Prime Advisors
New York
$8K 100 – –
TFGT
1036
TS Financial Group (TSFG)
Illinois
$8K 100 – –
JFGIW
1037
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K 98 – –
PPWM
1038
PFG Private Wealth Management
Florida
$8K 100 +100 New
SL
1039
Savior LLC
Massachusetts
$7K 90 -263 -75%
AFG
1040
Albion Financial Group
Utah
$7K 91 -53 -37%
MA
1041
MCF Advisors
Kentucky
$7K 81 – –
CAGAS
1042
Capital Advisory Group Advisory Services
Minnesota
$7K 85 – –
APWA
1043
Atlas Private Wealth Advisors
New Jersey
$7K 80 – –
NFSG
1044
Newbridge Financial Services Group
Florida
$7K 89 – –
CWC
1045
Carolinas Wealth Consulting
North Carolina
$7K 80 – –
CBT
1046
Central Bank & Trust
Kentucky
$6K 70 – –
AP
1047
Atwood & Palmer
Missouri
$6K 75 – –
TG
1048
TCW Group
California
$5.96K 72,873 -176 -0.2%
FMP
1049
Financial Management Professionals
Texas
$5K 57 -145 -72%
FBT
1050
First Bank & Trust
South Dakota
$5K 56 – –
40 41
42
43 44