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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 %
FI
1101
FormulaFolio Investments
Michigan
$4K 42 – –
NL
1102
NVWM LLC
Pennsylvania
$4K 49 – –
HWM
1103
HighMark Wealth Management
Minnesota
$4K 47 – –
AFS
1104
Annapolis Financial Services
Maryland
$4K 45 – –
EBSAM
1105
Eubel Brady & Suttman Asset Management
Ohio
$4K 51 +51 New
CWA
1106
Carolina Wealth Advisors
South Carolina
$3K 34 -84 -71%
TLFA
1107
True Link Financial Advisors
California
$3K 34 – –
LWA
1108
Lowe Wealth Advisors
Maryland
$2K 21 – –
AP
1109
Arlington Partners
Alabama
$2K 27 – –
SWG
1110
Summit Wealth Group
Vermont
$2K 26 – –
CCM
1111
Cribstone Capital Management
Maine
$2K 25 – –
FFA
1112
Freedman Financial Associates
Massachusetts
$2K 27 – –
IFAM
1113
Institutional & Family Asset Management
Colorado
$1K 11 – –
DI
1114
Disciplined Investments
Oklahoma
$1K 10 – –
SC
1115
Sierra Capital
Florida
$1K 10 – –
PWP
1116
Personal Wealth Partners
Minnesota
$1K 7 +7 New
CC
1117
Corsicana & Co
Texas
$1K 16 +16 New
H
1118
HoyleCohen
California
$449 4,922 -15 -0.3%
WIM
1119
Westside Investment Management
California
$4 52 – –
Nisa Investment Advisors
1120
Nisa Investment Advisors
Missouri
$3 34 – –
CCMG
1121
Clark Capital Management Group
Pennsylvania
– – -283,743 Closed
GGI
1122
Godsey & Gibb Inc
Virginia
– – -176,123 Closed
OMC
1123
Old Mission Capital
Illinois
– – -77,265 Closed
TW
1124
Transform Wealth
Colorado
– – -30,574 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1125
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– – -29,300 Closed
43 44
45
46 47