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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 %
MC
201
Moors & Cabot
Massachusetts
$5.05M 62,000 +31,683 +105%
MGIA
202
Matthew Goff Investment Advisor
Texas
$4.9M 59,945 +2,339 +4%
SC
203
Sepio Capital
Utah
$4.81M 58,871 +689 +1%
AIA
204
Avalon Investment & Advisory
Texas
$4.69M 57,364 -16,345 -22%
PP
205
Patten & Patten
Tennessee
$4.66M 56,978 -2,110 -4%
PSC
206
Prentiss Smith & Co
Vermont
$4.64M 56,720 -165 -0.3%
SWK
207
Stephen W. Kidder
$4.63M 56,668 -6,537 -10%
BIC
208
Beach Investment Counsel
Pennsylvania
$4.58M 56,034 – –
ARMC
209
American Research & Management Company
Massachusetts
$4.51M 55,110 -575 -1%
PPW
210
Parcion Private Wealth
Washington
$4.45M 53,427 +221 +0.4%
AIM
211
Aigen Investment Management
New York
$4.37M 53,456 +53,456 New
FBC
212
Fairfield, Bush & Co
Connecticut
$4.34M 53,090 -8,804 -14%
Mercer Global Advisors
213
Mercer Global Advisors
Colorado
$4.29M 52,406 +11,183 +27%
BFS
214
Bradley Foster & Sargent
Connecticut
$4.25M 51,996 -9,648 -16%
WT
215
Whittier Trust
California
$4.25M 51,951 -99 -0.2%
PHS
216
Pekin Hardy Strauss
Illinois
$4.23M 51,674 -215 -0.4%
GCM
217
Garland Capital Management
Washington
$4.15M 50,755 -100 -0.2%
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$4.11M 50,293 -274 -0.5%
Pacer Advisors
219
Pacer Advisors
Pennsylvania
$4.11M 50,249 -435 -0.9%
Cambridge Investment Research Advisors
220
Cambridge Investment Research Advisors
Iowa
$4.1M 50,184 -4,035 -7%
AUB
221
Atlantic Union Bankshares
Virginia
$4.08M 49,870 -10,303 -17%
BAM
222
Blueshift Asset Management
New Jersey
$4.07M 49,821 +28,614 +135%
NPT
223
Nixon Peabody Trust
Massachusetts
$3.94M 48,170 +1,877 +4%
PSUF
224
People's United Financial
Connecticut
$3.92M 47,956 +2,936 +7%
CAM
225
Carret Asset Management
New York
$3.89M 47,553 -783 -2%
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