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Novartis
NVS

Overview Fund Activity

1,134 hedge funds and large institutions have $18.6B invested in Novartis in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 416 increasing their positions, 443 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,134
Holders Change
-41
Holders Change %
-3.49%
% of All Funds
19.97%
Holding in Top 10
4
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-71.43%
% of All Funds
0.07%
New
72
Increased
416
Reduced
443
Closed
101
Calls
$239M
Puts
$124M
Net Calls
+$116M
Net Calls Change
-$11.9M

Top Buyers

1
CCM
1
Cullen Capital Management
New York
$222M
2
Goldman Sachs
2
Goldman Sachs
New York
$230M
3
Parnassus Investments
3
Parnassus Investments
California
$79.6M
4
Aristotle Capital Management
4
Aristotle Capital Management
California
$676M
5
BlackRock
5
BlackRock
New York
$107M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$203M
2
SCCM
2
Schafer Cullen Capital Management
New York
$12.8M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$421M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$3.22M
5
Primecap Management
5
Primecap Management
California
$1.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
226
Hamel Associates
New Jersey
$4.32M -$170K -1,990 -4%
FMII
227
Farmers & Merchants Investments Inc
Nebraska
$4.29M +$62K +725 +1%
SGA
228
Strategic Global Advisors
California
$4.29M +$10.7K +125 +0.2%
Mariner
229
Mariner
Kansas
$4.25M +$388K +4,543 +10%
TCM
230
Telos Capital Management
California
$4.23M +$36.9K +432 +0.9%
FNBOO
231
First National Bank of Omaha
Nebraska
$4.22M -$5.29M -61,885 -56%
ANTB
232
AMG National Trust Bank
Colorado
$4.18M +$8.29K +97 +0.2%
CAM
233
Carret Asset Management
New York
$4.1M +$1.71K +20 +0%
HTC
234
Haverford Trust Company
Pennsylvania
$4.08M +$772K +9,037 +23%
BIAS
235
Beacon Investment Advisory Services
New Jersey
$4.05M +$114K +1,329 +3%
GCA
236
Guardian Capital Advisors
Ontario, Canada
$4.01M +$79.8K +920 +2%
PSUF
237
People's United Financial
Connecticut
$3.98M +$198K +2,315 +5%
BCI
238
Brinker Capital Investments
Pennsylvania
$3.91M -$4.83M -56,277 -55%
Mercer Global Advisors
239
Mercer Global Advisors
Colorado
$3.9M -$556K -6,504 -12%
VFA
240
Voya Financial Advisors
Connecticut
$3.89M +$264K +3,037 +7%
TD Asset Management
241
TD Asset Management
Ontario, Canada
$3.89M +$245K +2,862 +7%
Pacer Advisors
242
Pacer Advisors
Pennsylvania
$3.87M -$190K -2,217 -5%
NME
243
Notis-McConarty Edward
$3.83M +$21.4K +250 +0.6%
DSA
244
Davis Selected Advisers
Arizona
$3.8M +$271K +3,168 +8%
PAG
245
Private Advisor Group
New Jersey
$3.77M +$6.41K +75 +0.2%
NPT
246
Nixon Peabody Trust
Massachusetts
$3.76M +$4.53K +53 +0.1%
CCT
247
Country Club Trust
Missouri
$3.74M +$108K +1,242 +3%
MIM
248
Marco Investment Management
Georgia
$3.74M +$855K +10,000 +30%
GT
249
Glenmede Trust
Pennsylvania
$3.74M -$1.61M -18,837 -30%
ZCA
250
Zeke Capital Advisors
Pennsylvania
$3.72M – – –
8 9
10
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