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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 %
GF
151
Gabelli Funds
New York
$8.49M 93,000 -2,000 -2%
Russell Investments Group
152
Russell Investments Group
United Kingdom
$8.39M 91,981 +91,981 New
EVM
153
Evelyn V. Moreno
$8.37M 91,758 +12,729 +16%
WF
154
Welch & Forbes
Massachusetts
$8.29M 90,886 +34 +0%
UR
155
USCA RIA
Texas
$8.25M 90,427 +1,716 +2%
AI
156
Atria Investments
North Carolina
$8.25M 90,399 +6,772 +8%
Baird Financial Group
157
Baird Financial Group
Wisconsin
$8.23M 90,201 +162 +0.2%
DP
158
Dearborn Partners
Illinois
$8.19M 89,765 +997 +1%
ACM
159
Advisors Capital Management
New Jersey
$8.16M 89,481 -47,620 -35%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$8.08M 88,552 – –
GG
161
Greenwood Gearhart
Arkansas
$7.98M 87,421 +4,155 +5%
IHL
162
Investment House LLC
California
$7.88M 86,401 +1,455 +2%
NCM
163
Narwhal Capital Management
Georgia
$7.86M 86,097 -14,712 -15%
EPAM
164
Euro Pacific Asset Management
Puerto Rico
$7.85M 86,046 +2,912 +4%
GC
165
Grimes & Company
Massachusetts
$7.84M 85,871 +1,787 +2%
FF
166
FourThought Financial
Florida
$7.59M 83,221 +9,386 +13%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$7.56M 82,884 -4,089 -5%
MCM
168
Mengis Capital Management
Oregon
$7.52M 82,429 +1,687 +2%
CCM
169
Cohen Capital Management
California
$7.48M 82,016 -10 -0%
BCB
170
Brian C. Broderick
$7.34M 80,504 -4,869 -6%
PMG
171
ProVise Management Group
Florida
$7.33M 80,381 -528 -0.7%
FCH
172
Freestone Capital Holdings
Washington
$7.3M 80,031 -2,548 -3%
New York State Common Retirement Fund
173
New York State Common Retirement Fund
New York
$7.16M 78,447 -1,836 -2%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$7.15M 78,394 -2,691 -3%
GC
175
Guardian Capital
Ontario, Canada
$7.04M 77,116 -5,568 -7%
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