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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 %
BC
1051
Burleson & Co
California
$18K 200 – –
CAM
1052
Close Asset Management
United Kingdom
$18K 200 – –
TC
1053
Trust Company
Kansas
$18K 200 – –
TF
1054
TimeScale Financial
Massachusetts
$18K 200 – –
BEI
1055
Benjamin Edwards Inc
Missouri
$18K 200 – –
CTB
1056
Country Trust Bank
Illinois
$18K 194 – –
FMP
1057
Financial Management Professionals
Texas
$18K 202 +16 +9%
TFO
1058
Tarbox Family Office
California
$17K 188 +188 New
LWANC
1059
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K 172 – –
SIAP
1060
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K 163 -60 -27%
ANBT
1061
American National Bank & Trust
Texas
$15K 161 – –
HCM
1062
Highlander Capital Management
New Jersey
$14K 150 – –
FFG
1063
Ford Financial Group
California
$14K 161 +161 New
BBHC
1064
Brown Brothers Harriman & Co
New York
$13.9K 152,548 -45,346 -23%
Schroder Investment Management Group
1065
Schroder Investment Management Group
United Kingdom
$13K 139 – –
AFG
1066
Albion Financial Group
Utah
$13K 144 +144 New
HFM
1067
Hartford Financial Management
Connecticut
$12K 130 – –
ATC
1068
Adirondack Trust Company
New York
$12K 130 – –
SB
1069
Strategic Blueprint
Georgia
$12K 132 +132 New
DAM
1070
Delta Asset Management
Tennessee
$11K 125 – –
HS
1071
Horan Securities
United States
$11K 125 – –
SCA
1072
Stonebridge Capital Advisors
Minnesota
$11K 129 +53 +70%
NC
1073
NewSquare Capital
Pennsylvania
$10K 109 – –
MAM
1074
McCarthy Asset Management
California
$10K 108 – –
MIFH
1075
Migdal Insurance & Financial Holdings
Israel
$10K 110 – –
41 42
43
44 45