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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 %
BCM
1126
Brookmont Capital Management
Texas
– – -25,206 Closed
HF
1127
HRT Financial
New York
– – -23,848 Closed
CM
1128
Caption Management
Oklahoma
– – -20,000 Closed
GIP
1129
Greatmark Investment Partners
Georgia
– – -19,798 Closed
BMSSC
1130
B. Metzler seel. Sohn & Co
Germany
– – -13,615 Closed
TCA
1131
Transcend Capital Advisors
New Jersey
– – -12,003 Closed
VF
1132
Virtu Financial
New York
– – -11,028 Closed
CRB
1133
Chad R. Baker
– – -9,315 Closed
MCIA
1134
Mountain Capital Investment Advisors
Colorado
– – -9,095 Closed
FNB
1135
Farmers National Bank
Kentucky
– – -8,376 Closed
OFG
1136
OmniStar Financial Group
North Carolina
– – -8,286 Closed
Susquehanna International Group
1137
Susquehanna International Group
Pennsylvania
– – -7,711 Closed
SS
1138
Sunbelt Securities
Texas
– – -6,215 Closed
MHS
1139
M Holdings Securities
Oregon
– – -5,767 Closed
GTCM
1140
Gyon Technologies Capital Management
New Jersey
– – -5,532 Closed
CCP
1141
Clarkston Capital Partners
Michigan
– – -5,180 Closed
WANY
1142
Wealthspire Advisors (New York)
New York
– – -4,982 Closed
BL
1143
BFSG LLC
California
– – -4,930 Closed
MSA
1144
Marino Stram & Associates
Massachusetts
– – -4,904 Closed
QTM
1145
qPULA Trading Management
New York
– – -4,400 Closed
FTA
1146
Financial & Tax Architects
Missouri
– – -4,156 Closed
FIM
1147
Freedom Investment Management
Connecticut
– – -4,153 Closed
ER
1148
Enlightenment Research
Florida
– – -4,000 Closed
SFS
1149
Sowell Financial Services
Arkansas
– – -3,913 Closed
MMHP
1150
Murphy Middleton Hinkle & Parker
Georgia
– – -3,609 Closed
44 45
46
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