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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 %
APA
176
Allegiant Private Advisors
Florida
$7M 76,675 -5,511 -7%
FT
177
Fiduciary Trust
Massachusetts
$6.99M 76,644 -14,884 -16%
AAM
178
Advisors Asset Management
Colorado
$6.94M 76,055 -28,175 -27%
BU
179
BBVA USA
Alabama
$6.92M 75,810 +75,810 New
PGFC
180
Peapack-Gladstone Financial Corp
New Jersey
$6.91M 75,715 -1,539 -2%
PA
181
Pinnacle Associates
New York
$6.84M 75,005 -725 -1%
TCOV
182
Trust Company of Vermont
Vermont
$6.76M 74,060 -381 -0.5%
AIA
183
Avalon Investment & Advisory
Texas
$6.73M 73,709 +7,209 +11%
TG
184
TCW Group
California
$6.66M 73,049 -9,670 -12%
Creative Planning
185
Creative Planning
Kansas
$6.58M 72,103 -14,140 -16%
Squarepoint
186
Squarepoint
New York
$6.46M 70,836 +46,269 +188%
Geode Capital Management
187
Geode Capital Management
Massachusetts
$6.39M 70,039 +4,528 +7%
FPTW
188
Franklin, Parlapiano, Turner & Welch
Texas
$6.24M 68,363 +2,678 +4%
ANTB
189
AMG National Trust Bank
Colorado
$6.05M 66,329 +17,468 +36%
KAS
190
Kestra Advisory Services
Texas
$6.03M 66,041 -2,337 -3%
ZAM
191
Zevin Asset Management
Massachusetts
$6.01M 65,911 +3,232 +5%
MML Investors Services
192
MML Investors Services
Massachusetts
$6M 65,803 -1,254 -2%
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$6M 65,738 -8,525 -11%
NW
194
NewEdge Wealth
Pennsylvania
$5.99M 65,658 +6,338 +11%
TCCM
195
Timber Creek Capital Management
Massachusetts
$5.95M 65,182 +9,522 +17%
CNB
196
Camden National Bank
Maine
$5.95M 65,175 -614 -0.9%
LBA
197
Lowell Blake & Associates
Massachusetts
$5.93M 65,037 -514 -0.8%
SWK
198
Stephen W. Kidder
$5.77M 63,205 -6,586 -9%
FBC
199
Fairfield, Bush & Co
Connecticut
$5.65M 61,894 -3,109 -5%
BFS
200
Bradley Foster & Sargent
Connecticut
$5.62M 61,644 -76,977 -56%
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