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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 %
TI
1151
Trexquant Investment
Connecticut
– – -3,542 Closed
PTB
1152
Pioneer Trust Bank
Oregon
– – -3,350 Closed
SFO
1153
Standard Family Office
South Dakota
– – -3,279 Closed
AIM
1154
Aigen Investment Management
New York
– – -3,129 Closed
PCA
1155
Personal Capital Advisors
California
– – -3,088 Closed
WI
1156
WrapManager Inc
California
– – -3,059 Closed
VIM
1157
Vista Investment Management
Pennsylvania
– – -3,049 Closed
MWM
1158
Modera Wealth Management
New Jersey
– – -3,039 Closed
FIA
1159
FNY Investment Advisers
New York
– – -3,000 Closed
CIBC Asset Management
1160
CIBC Asset Management
Ontario, Canada
– – -2,906 Closed
JIP
1161
JBJ Investment Partners
South Carolina
– – -2,851 Closed
Financial Engines Advisors
1162
Financial Engines Advisors
California
– – -2,709 Closed
BO
1163
BRR OpCo
Ohio
– – -2,525 Closed
CWS
1164
Cypress Wealth Services
California
– – -2,456 Closed
Wolverine Trading
1165
Wolverine Trading
Illinois
– – -2,453 Closed
KA
1166
Kovack Advisors
Florida
– – -2,444 Closed
TCB
1167
Texas Capital Bancshares
Texas
– – -2,437 Closed
MJB
1168
Mark J. Bradley
– – -2,428 Closed
BBA
1169
BLB&B Advisors
Pennsylvania
– – -2,413 Closed
RBFC
1170
Roman Butler Fullerton & Co
Missouri
– – -2,406 Closed
AIP
1171
ARS Investment Partners
New York
– – -2,400 Closed
DWM
1172
Defined Wealth Management
Oregon
– – -2,335 Closed
CAG
1173
Csenge Advisory Group
Florida
– – -2,312 Closed
MC
1174
Maverick Capital
Texas
– – -1,987 Closed
IAIM
1175
International Assets Investment Management
Florida
– – -1,855 Closed
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