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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 %
KOC
1101
Koss-Olinger Consulting
Florida
– – -3,555 Closed
CW
1102
CreativeOne Wealth
Kansas
– – -3,481 Closed
TNBTD
1103
Trustmark National Bank Trust Department
Mississippi
– – -3,449 Closed
1SB
1104
1ST Source Bank
Indiana
– – -3,298 Closed
SFO
1105
Stokes Family Office
Louisiana
– – -3,285 Closed
SG
1106
Stonnington Group
California
– – -3,145 Closed
FC
1107
Forte Capital
New York
– – -2,765 Closed
FFM
1108
Fullerton Fund Management
Singapore
– – -2,692 Closed
SSA
1109
South Street Advisors
New York
– – -2,600 Closed
TAM
1110
Taurus Asset Management
New York
– – -2,600 Closed
BCM
1111
Brooktree Capital Management
Michigan
– – -2,542 Closed
MPI
1112
Mairs & Power Inc
Minnesota
– – -2,530 Closed
PFM
1113
Parsec Financial Management
North Carolina
– – -2,518 Closed
CBFP
1114
Cedar Brook Financial Partners
Ohio
– – -2,503 Closed
SIC
1115
Shoker Investment Counsel
Ohio
– – -2,493 Closed
RIA
1116
Realta Investment Advisors
Delaware
– – -2,476 Closed
BFM
1117
Boothbay Fund Management
New York
– – -2,442 Closed
FMW
1118
Farr Miller & Washington
District of Columbia
– – -2,439 Closed
FMC
1119
First Merchants Corp
Indiana
– – -2,428 Closed
OIM
1120
Oder Investment Management
California
– – -2,392 Closed
WPP
1121
Whalerock Point Partners
Rhode Island
– – -2,390 Closed
CFS
1122
CRA Financial Services
New Jersey
– – -2,371 Closed
CIC
1123
Crawford Investment Counsel
Georgia
– – -2,368 Closed
MIP
1124
Marietta Investment Partners
Wisconsin
– – -2,362 Closed
PCP
1125
Proficio Capital Partners
Massachusetts
– – -2,346 Closed
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