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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 %
Dodge & Cox
1
Dodge & Cox
California
$2.39B 29,265,900 +4,812,635 +20%
Primecap Management
2
Primecap Management
California
$1.56B 19,061,650 -220,200 -1%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$1.55B 18,939,445 -80,144 -0.4%
Fisher Asset Management
4
Fisher Asset Management
Washington
$843M 10,305,029 +342,603 +3%
Bank of America
5
Bank of America
North Carolina
$753M 9,212,470 +210,828 +2%
Aristotle Capital Management
6
Aristotle Capital Management
California
$665M 8,127,686 +61,589 +0.8%
Franklin Resources
7
Franklin Resources
California
$554M 6,778,863 -743,343 -10%
Wells Fargo
8
Wells Fargo
California
$435M 5,315,329 -80,504 -1%
UBS Group
9
UBS Group
Switzerland
$369M 4,510,079 -249,657 -5%
Boston Partners
10
Boston Partners
Massachusetts
$359M 4,384,549 -1,915,211 -30%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$345M 4,214,932 +745,157 +21%
Charles Schwab
12
Charles Schwab
California
$337M 4,116,468 +38,337 +0.9%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$326M 3,985,517 -253,150 -6%
Renaissance Technologies
14
Renaissance Technologies
New York
$270M 3,307,237 +897,298 +37%
Northern Trust
15
Northern Trust
Illinois
$266M 3,254,598 -312,235 -9%
Morgan Stanley
16
Morgan Stanley
New York
$263M 3,215,979 +256,018 +9%
CCM
17
Cullen Capital Management
New York
$245M 2,998,638 +131,051 +5%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$234M 2,866,901 +40,495 +1%
PPA
19
Parametric Portfolio Associates
Washington
$227M 2,780,272 -35,648 -1%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$172M 2,104,742 +733,859 +54%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$171M 2,096,800 +203,700 +11%
Goldman Sachs
22
Goldman Sachs
New York
$170M 2,078,466 -208,520 -9%
Principal Financial Group
23
Principal Financial Group
Iowa
$169M 2,068,564 +401,585 +24%
State Street
24
State Street
Massachusetts
$165M 2,015,264 -24,225 -1%
MNG
25
Manning & Napier Group
New York
$156M 1,909,994 +25,665 +1%
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