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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 %
ABP
276
Arthur B. Page
$2.89M -$195K -2,277 -6%
OC
277
Oppenheimer & Co
New York
$2.87M -$454K -5,309 -14%
MNBTD
278
Moody National Bank Trust Division
Texas
$2.84M +$23.2K +272 +0.8%
FNBT
279
FineMark National Bank & Trust
Florida
$2.81M -$1.14M -13,295 -29%
SL
280
Summitry LLC
California
$2.76M +$157K +1,832 +6%
ASN
281
Advisory Services Network
Georgia
$2.64M +$495K +5,794 +23%
EGA
282
Eagle Global Advisors
Texas
$2.63M -$69.2K -809 -3%
TW
283
Transform Wealth
Colorado
$2.61M +$64.7K +757 +3%
PA
284
Perennial Advisors
New York
$2.61M +$81.7K +956 +3%
ANI
285
American National Insurance
Texas
$2.61M – – –
SSB
286
Sandy Spring Bank
Maryland
$2.59M -$410K -4,795 -14%
LBC
287
Lawrence B. Cohen
$2.57M -$27.3K -320 -1%
RJT
288
Raymond James Trust
Florida
$2.56M -$686K -8,026 -21%
BFG
289
Beacon Financial Group
Texas
$2.56M – – –
MC
290
Moors & Cabot
Massachusetts
$2.55M -$332K -3,894 -12%
MOS
291
MGO One Seven
Ohio
$2.54M -$543K -7,338 -18%
SPIA
292
Steward Partners Investment Advisory
New York
$2.54M +$514K +6,014 +25%
Caisse de Depot et Placement du Quebec (CDPQ)
293
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.51M -$2.84M -33,200 -53%
PAI
294
Pittenger & Anderson Inc
Nebraska
$2.44M – – –
SCM
295
Stonebridge Capital Management
California
$2.44M -$21.4K -250 -0.9%
CA
296
Clearstead Advisors
Ohio
$2.41M +$6.5K +76 +0.3%
TC
297
Telemus Capital
Michigan
$2.39M +$69.4K +795 +3%
PFS
298
Prospera Financial Services
Texas
$2.39M +$131K +1,535 +6%
OSAM
299
O'Shaughnessy Asset Management
Connecticut
$2.38M +$194K +2,275 +9%
CAM
300
Cresset Asset Management
Illinois
$2.38M +$183K +2,145 +8%
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