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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 %
CA
1051
Crewe Advisors
Utah
$5K 59 – –
WBC
1052
West Branch Capital
Massachusetts
$5K 60 – –
SWA
1053
Sutton Wealth Advisors
Florida
$4.33K 53 – –
SCA
1054
Stonebridge Capital Advisors
Minnesota
$4K 53 -76 -59%
DAM
1055
Delta Asset Management
Tennessee
$4K 50 -75 -60%
AAP
1056
Arax Advisory Partners
Colorado
$4K 43 -11 -20%
HWM
1057
HighMark Wealth Management
Minnesota
$4K 47 – –
PG
1058
Proffitt & Goodson
Tennessee
$4K 46 – –
AFS
1059
Annapolis Financial Services
Maryland
$4K 45 – –
SWM
1060
Selective Wealth Management
Virginia
$4K 51 – –
ODG
1061
O'Dell Group
Ohio
$4K 50 +50 New
TLFA
1062
True Link Financial Advisors
California
$3K 34 – –
IWA
1063
IBEX Wealth Advisors
New Jersey
$3K 31 +31 New
BIA
1064
Bell Investment Advisors
California
$3K 41 +41 New
FFA
1065
Freedman Financial Associates
Massachusetts
$2K 27 – –
LWA
1066
Lowe Wealth Advisors
Maryland
$2K 21 – –
CCM
1067
Cribstone Capital Management
Maine
$2K 25 – –
GKWIM
1068
Gerber Kawasaki Wealth & Investment Management
California
$2K 2 +2 New
GPA
1069
Guidance Point Advisors
Massachusetts
$2K 26 +26 New
AIC
1070
Archer Investment Corporation
Indiana
$1.96K 24 +24 New
ANBT
1071
American National Bank & Trust
Texas
$1K 11 -150 -93%
IFAM
1072
Institutional & Family Asset Management
Colorado
$1K 11 – –
DI
1073
Disciplined Investments
Oklahoma
$1K 10 – –
CC
1074
Corsicana & Co
Texas
$1K 16 – –
SC
1075
Sierra Capital
Florida
$1K 10 – –
41 42
43
44 45