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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 %
IIC
1126
Ironwood Investment Counsel
Arizona
– – -2,337 Closed
PWM
1127
Perigon Wealth Management
California
– – -2,328 Closed
SXL
1128
Summit X LLC
Missouri
– – -2,307 Closed
EIP
1129
Epoch Investment Partners
New York
– – -2,276 Closed
ACWM
1130
Adams Chetwood Wealth Management
North Carolina
– – -2,260 Closed
LA
1131
LVW Advisors
New York
– – -2,234 Closed
MPCG
1132
Matrix Private Capital Group
New York
– – -2,233 Closed
OCG
1133
Opus Capital Group
Ohio
– – -2,231 Closed
MA
1134
Mezzasalma Advisors
New Jersey
– – -2,231 Closed
9WM
1135
9258 Wealth Management
Ohio
– – -2,224 Closed
FFS
1136
Founders Financial Securities
Maryland
– – -2,217 Closed
AIP
1137
Almanack Investment Partners
Pennsylvania
– – -2,191 Closed
CSPIA
1138
Cary Street Partners Investment Advisory
Virginia
– – -1,877 Closed
WP
1139
WealthShield Partners
North Carolina
– – -1,118 Closed
RDWM
1140
Red Door Wealth Management
Tennessee
– – -634 Closed
KFP
1141
KB Financial Partners
New Jersey
– – -586 Closed
PGWM
1142
Parisi Gray Wealth Management
New Jersey
– – -486 Closed
ACM
1143
Anfield Capital Management
California
– – -460 Closed
BC
1144
Barnett & Company
Tennessee
– – -402 Closed
CLOS
1145
Compagnie Lombard Odier SCmA
Switzerland
– – -300 Closed
FFG
1146
Ford Financial Group
California
– – -161 Closed
Schroder Investment Management Group
1147
Schroder Investment Management Group
United Kingdom
– – -139 Closed
SB
1148
Strategic Blueprint
Georgia
– – -132 Closed
1IA
1149
1834 Investment Advisors
Wisconsin
– – -78 Closed
AIM
1150
Arcadia Investment Management
Michigan
– – -71 Closed
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