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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 %
LOPW
201
Live Oak Private Wealth
North Carolina
$5.6M 61,425 +3,564 +6%
FVWA
202
Foster Victor Wealth Advisors
South Carolina
$5.52M 60,460 +8,266 +16%
AUB
203
Atlantic Union Bankshares
Virginia
$5.49M 60,173 -9,927 -14%
BCI
204
Brinker Capital Investments
Pennsylvania
$5.46M 59,831 +14,207 +31%
PP
205
Patten & Patten
Tennessee
$5.39M 59,088 -2,909 -5%
SC
206
Sepio Capital
Utah
$5.31M 58,182 -1,463 -2%
MGIA
207
Matthew Goff Investment Advisor
Texas
$5.26M 57,606 +3,764 +7%
PSC
208
Prentiss Smith & Co
Vermont
$5.19M 56,885 -1,101 -2%
BIC
209
Beach Investment Counsel
Pennsylvania
$5.11M 56,034 -4,258 -7%
M
210
MOTCO
Texas
$5.09M 55,727 +1,701 +3%
ARMC
211
American Research & Management Company
Massachusetts
$5.08M 55,685 +216 +0.4%
Barclays
212
Barclays
United Kingdom
$5.01M 54,889 -13,283 -19%
Cambridge Investment Research Advisors
213
Cambridge Investment Research Advisors
Iowa
$4.95M 54,219 -4,071 -7%
CGH
214
Crossmark Global Holdings
Texas
$4.91M 53,830 -12,850 -19%
PPW
215
Parcion Private Wealth
Washington
$4.86M 53,206 -157 -0.3%
Mariner
216
Mariner
Kansas
$4.81M 52,727 +3,038 +6%
WT
217
Whittier Trust
California
$4.75M 52,050 -2,435 -4%
PHS
218
Pekin Hardy Strauss
Illinois
$4.73M 51,889 -2,730 -5%
GCM
219
Garland Capital Management
Washington
$4.64M 50,855 – –
Pacer Advisors
220
Pacer Advisors
Pennsylvania
$4.62M 50,684 +5,434 +12%
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$4.61M 50,567 +408 +0.8%
HTC
222
Haverford Trust Company
Pennsylvania
$4.57M 50,080 +2,300 +5%
HA
223
Hamel Associates
New Jersey
$4.52M 49,558 -975 -2%
CS
224
Credit Suisse
Switzerland
$4.51M 49,112 +49,112 New
PAG
225
Private Advisor Group
New Jersey
$4.5M 49,322 +5,175 +12%
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