NVS icon

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 %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$16.2M 193,994 -171,075 -47%
Citigroup
102
Citigroup
New York
$16M 195,737 -90,610 -32%
VanEck Associates
103
VanEck Associates
New York
$15.5M 189,781 +61,671 +48%
SC
104
Scotia Capital
Ontario, Canada
$15.4M 188,266 +12,183 +7%
GGI
105
Godsey & Gibb Inc
Virginia
$15.1M 184,900 +184,900 New
OCAM
106
Onex Canada Asset Management
Ontario, Canada
$14.9M 182,047 +40,000 +28%
KFS
107
Kurt F. Somerville
$14.7M 179,886 -738 -0.4%
BCAM
108
Boston Common Asset Management
Massachusetts
$14.3M 175,090 +9,086 +5%
JGUA
109
John G. Ullman & Associates
New York
$14.3M 174,954 -180 -0.1%
CIM
110
Corda Investment Management
Texas
$14.2M 173,926 +5,812 +3%
Citadel Advisors
111
Citadel Advisors
Florida
$14.1M 172,462 -123,872 -42%
CCMIC
112
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$14M 171,338 +6,593 +4%
FFIC
113
First Fiduciary Investment Counsel
Ohio
$13.7M 167,378 -1,950 -1%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.7M 167,067 +67,027 +67%
Grantham, Mayo, Van Otterloo & Co (GMO)
115
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$13.3M 162,900 +159,900 +5,330%
BS
116
Banco Santander
Spain
$12.9M 158,125 -13,340 -8%
SI
117
Scout Investments
Missouri
$12.8M 156,805 -15,516 -9%
EIA
118
Edgemoor Investment Advisors
Maryland
$12.5M 152,833 -36,800 -19%
DP
119
DDD Partners
Washington
$12.3M 150,937 +1,365 +0.9%
Jane Street
120
Jane Street
New York
$12.3M 149,905 -32,175 -18%
CIBC World Market
121
CIBC World Market
Ontario, Canada
$12.1M 148,420 -918 -0.6%
GJIC
122
Gamble Jones Investment Counsel
California
$12M 147,267 +919 +0.6%
Mirae Asset Global Investments
123
Mirae Asset Global Investments
South Korea
$12M 146,405 -222 -0.2%
Jones Financial Companies
124
Jones Financial Companies
Missouri
$11.7M 143,475 -2,242 -2%
BG
125
Bahl & Gaynor
Ohio
$11.4M 139,584 -1,592 -1%
3 4
5
6 7