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 %
GIA
126
Guyasuta Investment Advisors
Pennsylvania
$11.4M 139,277 +601 +0.4%
American Century Companies
127
American Century Companies
Missouri
$11.4M 139,093 +10,152 +8%
TBA
128
Tower Bridge Advisors
Pennsylvania
$11.2M 137,094 -2,547 -2%
RCYC
129
Richard C. Young & Co
Rhode Island
$11.2M 136,918 -352 -0.3%
TCM
130
Tekla Capital Management
Massachusetts
$11.1M 136,225 – –
WIC
131
Wilkins Investment Counsel
Massachusetts
$10.7M 130,590 +2,400 +2%
RMCM
132
Reynders McVeigh Capital Management
Massachusetts
$10.6M 129,351 -630 -0.5%
Mariner
133
Mariner
Kansas
$10.4M 126,850 +74,123 +141%
GD
134
Grandfield & Dodd
New York
$10.3M 125,645 -7,294 -5%
Allianz Asset Management
135
Allianz Asset Management
Germany
$9.97M 121,966 +10,610 +10%
Osaic Holdings
136
Osaic Holdings
Arizona
$9.67M 118,256 -4,017 -3%
EP
137
Edgestream Partners
New Jersey
$9.66M 118,155 +118,155 New
Federated Hermes
138
Federated Hermes
Pennsylvania
$9.62M 117,566 +8,369 +8%
CSIC
139
Clifford Swan Investment Counsel
California
$9.41M 111,908 -1,528 -1%
KAS
140
Kestra Advisory Services
Texas
$9.26M 113,168 +47,127 +71%
TBC
141
Tweedy, Browne Co
Connecticut
$9.09M 111,180 -4,223 -4%
FWIA
142
Fort Washington Investment Advisors
Ohio
$8.86M 108,323 -300 -0.3%
Barclays
143
Barclays
United Kingdom
$8.74M 106,883 +51,994 +95%
SG
144
StoneX Group
New York
$8.6M 105,169 +105,169 New
Creative Planning
145
Creative Planning
Kansas
$8.6M 105,127 +33,024 +46%
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$8.44M 103,144 -1,080 -1%
OA
147
Oxbow Advisors
Texas
$8.4M 102,720 +4,011 +4%
TTWM
148
TCV Trust & Wealth Management
Virginia
$8.39M 102,635 +1,405 +1%
ISL
149
Ingalls & Snyder LLC
New York
$8.08M 98,738 -752 -0.8%
USCWA
150
U.S. Capital Wealth Advisors
Texas
$7.81M 95,546 +95,546 New
4 5
6
7 8