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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 %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$18.3M 200,866 +67,553 +51%
GHA
102
GW Henssler & Associates
Georgia
$17.9M 196,627 +7,664 +4%
Comerica Bank
103
Comerica Bank
Texas
$17.5M 187,614 +726 +0.4%
EIA
104
Edgemoor Investment Advisors
Maryland
$17.3M 189,633 -552 -0.3%
Artisan Partners
105
Artisan Partners
Wisconsin
$16.8M 183,621 +176,058 +2,328%
Jane Street
106
Jane Street
New York
$16.6M 182,080 +172,030 +1,712%
KFS
107
Kurt F. Somerville
$16.5M 180,624 -630 -0.3%
SC
108
Scotia Capital
Ontario, Canada
$16.1M 176,083 -36,691 -17%
JGUA
109
John G. Ullman & Associates
New York
$16M 175,134 -2,330 -1%
SI
110
Scout Investments
Missouri
$15.7M 172,321 +46,998 +38%
BS
111
Banco Santander
Spain
$15.6M 171,465 +16,190 +10%
FFIC
112
First Fiduciary Investment Counsel
Ohio
$15.4M 169,328 -4,303 -2%
CIM
113
Corda Investment Management
Texas
$15.3M 168,114 +4,444 +3%
BCAM
114
Boston Common Asset Management
Massachusetts
$15.1M 166,004 +8,673 +6%
CCMIC
115
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$15M 164,745 +16,545 +11%
DP
116
DDD Partners
Washington
$13.6M 149,572 +4,177 +3%
CIBC World Market
117
CIBC World Market
Ontario, Canada
$13.6M 149,338 +4,975 +3%
Mirae Asset Global Investments
118
Mirae Asset Global Investments
South Korea
$13.4M 146,627 -205 -0.1%
GJIC
119
Gamble Jones Investment Counsel
California
$13.4M 146,348 -80 -0.1%
Jones Financial Companies
120
Jones Financial Companies
Missouri
$13.3M 145,717 +5,133 +4%
OCAM
121
Onex Canada Asset Management
Ontario, Canada
$13M 142,047 +14,796 +12%
BG
122
Bahl & Gaynor
Ohio
$12.9M 141,176 -19,234 -12%
TBA
123
Tower Bridge Advisors
Pennsylvania
$12.7M 139,641 -2,544 -2%
GIA
124
Guyasuta Investment Advisors
Pennsylvania
$12.7M 138,676 -292 -0.2%
RCYC
125
Richard C. Young & Co
Rhode Island
$12.5M 137,270 +3,154 +2%
3 4
5
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