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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 %
TCM
126
Tekla Capital Management
Massachusetts
$12.4M 136,225 – –
GD
127
Grandfield & Dodd
New York
$12.1M 132,939 +3,824 +3%
RMCM
128
Reynders McVeigh Capital Management
Massachusetts
$11.9M 129,981 -32,366 -20%
American Century Companies
129
American Century Companies
Missouri
$11.8M 128,941 +12,390 +11%
WIC
130
Wilkins Investment Counsel
Massachusetts
$11.7M 128,190 +2,075 +2%
VanEck Associates
131
VanEck Associates
New York
$11.7M 128,110 -9,498 -7%
Osaic Holdings
132
Osaic Holdings
Arizona
$11.2M 122,273 +2,228 +2%
Millennium Management
133
Millennium Management
New York
$10.8M 118,348 +63,675 +116%
TBC
134
Tweedy, Browne Co
Connecticut
$10.5M 115,403 -12,301 -10%
CSIC
135
Clifford Swan Investment Counsel
California
$10.4M 113,436 +6,106 +6%
Allianz Asset Management
136
Allianz Asset Management
Germany
$10.2M 111,356 -2,615 -2%
CT
137
Cambridge Trust
Massachusetts
$10.1M 110,893 +2,992 +3%
Federated Hermes
138
Federated Hermes
Pennsylvania
$9.96M 109,197 +18,736 +21%
FWIA
139
Fort Washington Investment Advisors
Ohio
$9.91M 108,623 -2,120 -2%
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$9.51M 104,224 +101,518 +3,752%
DMIC
141
Dixon Mitchell Investment Counsel
British Columbia, Canada
$9.42M 103,207 -107 -0.1%
TTWM
142
TCV Trust & Wealth Management
Virginia
$9.3M 101,230 +3,159 +3%
Manulife (Manufacturers Life Insurance)
143
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.13M 100,040 -663,039 -87%
ISL
144
Ingalls & Snyder LLC
New York
$9.08M 99,490 +433 +0.4%
OA
145
Oxbow Advisors
Texas
$9.01M 98,709 +3,570 +4%
BCM
146
Buckhead Capital Management
Georgia
$8.79M 96,290 +11 +0%
William Blair & Company
147
William Blair & Company
Illinois
$8.71M 95,501 -34,468 -27%
RG
148
Rathbones Group
United Kingdom
$8.64M 94,712 -1,746 -2%
MJP
149
Michael J. Puzo
$8.63M 94,582 -3,405 -3%
AAIM
150
American Assets Investment Management
California
$8.54M 93,610 – –
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6
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