Novartis
NVS
1,120 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, 399 increasing their positions, 414 reducing their positions, and 79 closing their positions.
127% more call options, than puts
Call options by funds: $251M | Put options by funds: $110M
6% more capital invested
Capital invested by funds: $18.7B → $19.8B (+$1.13B)
0.06% less ownership
Funds ownership: 8.85% → 8.79% (-0.06%)
4% less repeat investments, than reductions
Existing positions increased: 399 | Existing positions reduced: 414
8% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 79
1% less funds holding
Funds holding: 1,136 → 1,120 (-16)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$248M |
| 2 |
Two Sigma Advisers
New York
|
+$169M |
| 3 |
Two Sigma Investments
New York
|
+$140M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$39.1M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$27.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$130M |
| 2 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$125M |
| 3 |
Primecap Management
Pasadena,
California
|
-$112M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$82.1M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$66.7M |
NVS Hedge Fund Activity: Q2 2021 in Review
1,120 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q2 2021, worth a combined $19.8B — up 6% from $18.7B a quarter earlier.
Sellers outnumbered buyers: 79 funds closed out of NVS and 73 opened new positions — a net loss of 6 holders — while 414 trimmed existing stakes and 399 added.
The largest buyer was Dodge & Cox, adding an estimated $248M. The largest seller was Capital Research Global Investors, cutting an estimated $130M.
- 1,120 institutional investors held Novartis (NVS) as of Q2 2021, down from 1,136 in Q1 2021.
- Funds reported $19.8B of Novartis stock for Q2 2021, up 6% quarter-over-quarter.
- 73 funds opened new Novartis positions in Q2 2021 and 79 closed out, a net change of -6 holders.
- The largest Novartis buyer in Q2 2021 was Dodge & Cox, an estimated $248M added.
- The largest Novartis seller in Q2 2021 was Capital Research Global Investors, an estimated $130M sold.
Based on aggregated 13F filings for Q2 2021.