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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 %
GCM
1176
Gables Capital Management
Florida
– – -1,277 Closed
EP
1177
Eudaimonia Partners
Tennessee
– – -700 Closed
RWM
1178
RBA Wealth Management
California
– – -574 Closed
SWP
1179
ShoreHaven Wealth Partners
New Jersey
– – -525 Closed
CAC
1180
Certified Advisory Corp
Florida
– – -503 Closed
AL
1181
ADE LLC
Maryland
– – -503 Closed
MF
1182
Manchester Financial
California
– – -494 Closed
NIC
1183
Northwest Investment Counselors
Oregon
– – -484 Closed
LGWM
1184
Litman Gregory Wealth Management
California
– – -469 Closed
RWB
1185
RMR Wealth Builders
New Jersey
– – -455 Closed
TAM
1186
Tucker Asset Management
Colorado
– – -419 Closed
FP
1187
Fiduciary Planning
Florida
– – -299 Closed
MWP
1188
Meridian Wealth Partners
Pennsylvania
– – -223 Closed
WWM
1189
Wagner Wealth Management
South Carolina
– – -210 Closed
GAM
1190
Grandview Asset Management
Pennsylvania
– – -205 Closed
APWM
1191
Atlas Private Wealth Management
New York
– – -195 Closed
SIS
1192
Sound Income Strategies
Florida
– – -146 Closed
Ninety One (UK)
1193
Ninety One (UK)
United Kingdom
– – -139 Closed
CAL
1194
Capital Advisors Ltd
Ohio
– – -84 Closed
BAMG
1195
Brand Asset Management Group
Missouri
– – -62 Closed
HI
1196
Human Investing
Oregon
– – -61 Closed
CAM
1197
Costello Asset Management
Pennsylvania
– – -31 Closed
AIC
1198
Archer Investment Corporation
Indiana
– – -24 Closed
HT
1199
HAP Trading
New York
– – – –
Nomura Asset Management
1200
Nomura Asset Management
Japan
– – – –
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