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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 %
VCM
1076
Versant Capital Management
Arizona
$1K 9 +9 New
VCWA
1077
Vanguard Capital Wealth Advisors
Colorado
$209 2,577 -30 -1%
WIM
1078
Westside Investment Management
California
$4 52 – –
Nisa Investment Advisors
1079
Nisa Investment Advisors
Missouri
$2 22 -12 -35%
Artisan Partners
1080
Artisan Partners
Wisconsin
– – -183,621 Closed
DMIC
1081
Dixon Mitchell Investment Counsel
British Columbia, Canada
– – -103,207 Closed
Squarepoint
1082
Squarepoint
New York
– – -70,836 Closed
AWM
1083
Avitas Wealth Management
California
– – -39,500 Closed
QT
1084
Quantbot Technologies
New York
– – -30,928 Closed
QIM
1085
Quantitative Investment Management
Virginia
– – -28,768 Closed
Twin Tree Management
1086
Twin Tree Management
Texas
– – -21,562 Closed
CC
1087
Claybrook Capital
Massachusetts
– – -15,463 Closed
SA
1088
swisspartners Advisors
Switzerland
– – -15,450 Closed
PWM
1089
PRW Wealth Management
Massachusetts
– – -14,421 Closed
AWP
1090
Accretive Wealth Partners
New Jersey
– – -11,133 Closed
LSAG
1091
Lake Street Advisors Group
New Hampshire
– – -9,003 Closed
ATPW
1092
Ashton Thomas Private Wealth
Arizona
– – -8,195 Closed
IC
1093
Inscription Capital
Texas
– – -6,806 Closed
IWM
1094
IHT Wealth Management
Illinois
– – -6,595 Closed
PP
1095
Paloma Partners
Connecticut
– – -5,962 Closed
SF
1096
Symphony Financial
Texas
– – -4,198 Closed
CIA
1097
Choate Investment Advisors
Massachusetts
– – -4,167 Closed
AP
1098
Appleton Partners
Massachusetts
– – -4,084 Closed
FRM
1099
Fox Run Management
Connecticut
– – -3,920 Closed
HIM
1100
Hotaling Investment Management
Pennsylvania
– – -3,630 Closed
42 43
44
45 46