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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.

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 %
KeyBank National Association
251
KeyBank National Association
Ohio
$3.7M -$352K -4,113 -9%
HKIM
252
Hayek Kallen Investment Management
Alabama
$3.69M +$2.22K +26 +0.1%
PAM
253
Private Asset Management
California
$3.67M -$42.7K -499 -1%
LNWWM
254
Laird Norton Wetherby Wealth Management
California
$3.66M +$130K +1,523 +4%
MVIP
255
Mar Vista Investment Partners
California
$3.64M +$684 +8 +0%
FA
256
FDx Advisors
Illinois
$3.62M -$413K -4,831 -10%
NIM
257
Northeast Investment Management
Massachusetts
$3.62M -$269K -3,142 -7%
SAM
258
Smithbridge Asset Management
Pennsylvania
$3.42M +$348K +4,070 +11%
CCM
259
Canal Capital Management
Virginia
$3.4M +$366K +4,276 +12%
CCMINC
260
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.4M +$67.5K +789 +2%
CTA
261
Chesley Taft & Associates
Illinois
$3.34M -$1.51M -17,308 -31%
AWM
262
Avitas Wealth Management
California
$3.28M +$774K +9,050 +31%
ATC
263
Argent Trust Co
Tennessee
$3.22M +$77.5K +906 +2%
ClearBridge Investments
264
ClearBridge Investments
New York
$3.22M -$132M -1,539,513 -98%
SSWM
265
Smith Salley Wealth Management
North Carolina
$3.22M +$71K +831 +2%
SF
266
Synovus Financial
Georgia
$3.21M +$212K +2,484 +7%
WHG
267
Westwood Holdings Group
Texas
$3.2M -$377K -4,408 -11%
WA
268
WealthTrust Axiom
Pennsylvania
$3.17M -$18.8K -220 -0.6%
HWA
269
Heritage Way Advisors
Illinois
$3.09M -$52.1K -610 -2%
WIC
270
Woodmont Investment Counsel
Tennessee
$3.02M -$33K -386 -1%
CCA
271
Catalyst Capital Advisors
New York
$3M +$19K +222 +0.6%
CAM
272
Cubic Asset Management
Massachusetts
$2.94M -$62K -725 -2%
RFM
273
Royal Fund Management
Florida
$2.9M +$24K +281 +0.8%
WTC
274
WhitTier Trust Company
Nevada
$2.9M -$32.5K -380 -1%
CFB
275
Cullen/Frost Bankers
Texas
$2.89M -$485K -5,671 -14%
9 10
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