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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 %
BF
301
BOK Financial
Oklahoma
$2.36M -$439K -5,131 -16%
T. Rowe Price Associates
302
T. Rowe Price Associates
Maryland
$2.36M -$57.4K -671 -2%
AFM
303
Abbot Financial Management
Massachusetts
$2.33M -$940 -11 -0%
PCM
304
Parsons Capital Management
Rhode Island
$2.33M -$206K -2,405 -8%
BB
305
Berkshire Bank
Massachusetts
$2.32M -$69.9K -818 -3%
NED
306
Nancy E. Dempze
$2.26M -$23.4K -274 -1%
WIC
307
Whitegate Investment Counselors
New Hampshire
$2.26M -$29.9K -350 -1%
HAG
308
HighPoint Advisor Group
Illinois
$2.22M +$130K +1,490 +6%
LJHT
309
Laurie J. Hall Trustee
$2.22M -$11.1K -130 -0.5%
CB
310
Commerce Bank
Missouri
$2.21M +$73.2K +856 +3%
IIM
311
Ipswich Investment Management
Massachusetts
$2.2M -$49.2K -576 -2%
BCM
312
Brookmont Capital Management
Texas
$2.16M -$32.2K -377 -1%
VAS
313
Vestmark Advisory Solutions
Massachusetts
$2.15M -$220K -2,576 -9%
RFC
314
Regions Financial Corp
Alabama
$2.15M -$1.07M -12,481 -33%
GWM
315
Geneos Wealth Management
Colorado
$2.15M -$114K -1,341 -5%
PCTC
316
Perkins Coie Trust Company
Washington
$2.15M -$23.6K -276 -1%
Squarepoint
317
Squarepoint
New York
$2.1M +$917K +10,727 +78%
NGA
318
Naples Global Advisors
Florida
$2.07M +$29.1K +340 +1%
AP
319
Advisor Partners
California
$2.05M -$59.4K -695 -3%
HF
320
HRT Financial
New York
$2.04M +$1.16M +13,625 +133%
SC
321
SouthState Corp
Florida
$2.03M -$482K -5,640 -19%
NA
322
NewEdge Advisors
Louisiana
$2.03M -$215K -2,518 -10%
AWM
323
AE Wealth Management
Kansas
$2.03M +$208K +2,438 +11%
FC
324
FCA Corp
Texas
$2M -$5.04K -59 -0.3%
NB
325
NBT Bank
New York
$1.99M -$64.1K -750 -3%
11 12
13
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