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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 %
OCM
176
Osterweis Capital Management
California
$6.47M 79,067 -194,998 -71%
New York State Common Retirement Fund
177
New York State Common Retirement Fund
New York
$6.42M 78,447 – –
PGFC
178
Peapack-Gladstone Financial Corp
New Jersey
$6.18M 75,608 -107 -0.1%
PA
179
Pinnacle Associates
New York
$6.03M 73,760 -1,245 -2%
ZAM
180
Zevin Asset Management
Massachusetts
$6.01M 73,525 +7,614 +12%
BU
181
BBVA USA
Alabama
$5.96M 72,855 -2,955 -4%
TCOV
182
Trust Company of Vermont
Vermont
$5.93M 72,568 -1,492 -2%
FCH
183
Freestone Capital Holdings
Washington
$5.91M 72,292 -7,739 -10%
NCM
184
Narwhal Capital Management
Georgia
$5.72M 69,938 -16,159 -19%
MML Investors Services
185
MML Investors Services
Massachusetts
$5.71M 69,800 +3,997 +6%
FPTW
186
Franklin, Parlapiano, Turner & Welch
Texas
$5.61M 68,590 +227 +0.3%
TCCM
187
Timber Creek Capital Management
Massachusetts
$5.6M 68,519 +3,337 +5%
NW
188
NewEdge Wealth
Pennsylvania
$5.6M 68,440 +2,782 +4%
BCB
189
Brian C. Broderick
$5.59M 68,395 -12,109 -15%
FT
190
Fiduciary Trust
Massachusetts
$5.51M 67,423 -9,221 -12%
Geode Capital Management
191
Geode Capital Management
Massachusetts
$5.48M 66,957 -3,082 -4%
ANTB
192
AMG National Trust Bank
Colorado
$5.46M 66,824 +495 +0.7%
BCI
193
Brinker Capital Investments
Pennsylvania
$5.46M 59,831 – –
CNB
194
Camden National Bank
Maine
$5.45M 66,614 +1,439 +2%
LOPW
195
Live Oak Private Wealth
North Carolina
$5.44M 66,566 +5,141 +8%
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$5.44M 66,495 +757 +1%
LBA
197
Lowell Blake & Associates
Massachusetts
$5.42M 66,309 +1,272 +2%
GC
198
Guardian Capital
Ontario, Canada
$5.35M 65,467 -11,649 -15%
Voloridge Investment Management
199
Voloridge Investment Management
Florida
$5.11M 62,463 -261,445 -81%
FVWA
200
Foster Victor Wealth Advisors
South Carolina
$5.06M 61,827 +1,367 +2%
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