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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 %
Dodge & Cox
1
Dodge & Cox
California
$2.23B 24,453,265 +2,783,028 +13%
Primecap Management
2
Primecap Management
California
$1.76B 19,281,850 -1,261,950 -6%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$1.74B 19,019,589 -749,188 -4%
Fisher Asset Management
4
Fisher Asset Management
Washington
$909M 9,962,426 +304,823 +3%
Bank of America
5
Bank of America
North Carolina
$821M 9,001,642 -187,390 -2%
Aristotle Capital Management
6
Aristotle Capital Management
California
$736M 8,066,097 +157,444 +2%
Franklin Resources
7
Franklin Resources
California
$686M 7,522,206 -922,205 -11%
Boston Partners
8
Boston Partners
Massachusetts
$575M 6,299,760 +439,189 +7%
Wells Fargo
9
Wells Fargo
California
$492M 5,395,833 -416,666 -7%
UBS Group
10
UBS Group
Switzerland
$434M 4,759,736 -271,730 -5%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$387M 4,238,667 -342,698 -7%
Charles Schwab
12
Charles Schwab
California
$372M 4,078,131 +58,840 +1%
Northern Trust
13
Northern Trust
Illinois
$325M 3,566,833 -259,720 -7%
Mawer Investment Management
14
Mawer Investment Management
Alberta, Canada
$321M 3,518,714 -1,400,566 -28%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$317M 3,469,775 -397,106 -10%
Morgan Stanley
16
Morgan Stanley
New York
$270M 2,959,961 +119,862 +4%
CCM
17
Cullen Capital Management
New York
$262M 2,867,587 +274,919 +11%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$258M 2,826,406 +46,445 +2%
PPA
19
Parametric Portfolio Associates
Washington
$257M 2,815,920 +133,415 +5%
Renaissance Technologies
20
Renaissance Technologies
New York
$220M 2,409,939 +39,600 +2%
Goldman Sachs
21
Goldman Sachs
New York
$209M 2,286,986 -402,569 -15%
State Street
22
State Street
Massachusetts
$186M 2,039,489 +32,764 +2%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$173M 1,893,100 +1,893,100 New
MNG
24
Manning & Napier Group
New York
$172M 1,884,329 +153,982 +9%
Ameriprise
25
Ameriprise
Minnesota
$158M 1,728,787 +3,619 +0.2%
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