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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 %
ACM
151
Advisors Capital Management
New Jersey
$7.78M 95,115 +5,634 +6%
AI
152
Atria Investments
North Carolina
$7.73M 94,556 +4,157 +5%
RG
153
Rathbones Group
United Kingdom
$7.73M 94,499 -213 -0.2%
GG
154
Greenwood Gearhart
Arkansas
$7.67M 93,765 +6,344 +7%
AAIM
155
American Assets Investment Management
California
$7.66M 93,610 – –
MJP
156
Michael J. Puzo
$7.61M 93,002 -1,580 -2%
GF
157
Gabelli Funds
New York
$7.61M 93,000 – –
EPAM
158
Euro Pacific Asset Management
Puerto Rico
$7.51M 90,532 +4,486 +5%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$7.49M 91,544 +1,343 +1%
EVM
160
Evelyn V. Moreno
$7.46M 91,168 -590 -0.6%
William Blair & Company
161
William Blair & Company
Illinois
$7.42M 90,745 -4,756 -5%
DP
162
Dearborn Partners
Illinois
$7.41M 90,546 +781 +0.9%
PAG
163
Private Advisor Group
New Jersey
$7.34M 89,678 +40,356 +82%
WF
164
Welch & Forbes
Massachusetts
$7.3M 89,296 -1,590 -2%
Russell Investments Group
165
Russell Investments Group
United Kingdom
$7.27M 88,860 -3,121 -3%
GC
166
Grimes & Company
Massachusetts
$7.24M 88,567 +2,696 +3%
Comerica Bank
167
Comerica Bank
Texas
$7.22M 85,002 -102,612 -55%
BCM
168
Buckhead Capital Management
Georgia
$7.21M 88,201 -8,089 -8%
FF
169
FourThought Financial
Florida
$6.96M 85,157 +1,936 +2%
PMG
170
ProVise Management Group
Florida
$6.88M 84,183 +3,802 +5%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$6.78M 82,899 +4,505 +6%
MCM
172
Mengis Capital Management
Oregon
$6.76M 82,679 +250 +0.3%
CCM
173
Cohen Capital Management
California
$6.71M 82,016 – –
IHL
174
Investment House LLC
California
$6.5M 79,513 -6,888 -8%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$6.49M 79,385 -3,499 -4%
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