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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 %
SI
326
Stephens Inc
Arkansas
$1.98M -$449K -5,258 -18%
RC
327
RegentAtlantic Capital
New Jersey
$1.98M +$1.45K +17 +0.1%
MCP
328
Mirador Capital Partners
California
$1.96M +$114K +1,335 +6%
BRWA
329
B. Riley Wealth Advisors
Florida
$1.94M +$1.3M +15,124 +203%
GT
330
Greenleaf Trust
Michigan
$1.94M +$193K +2,254 +11%
TCOT
331
Trust Company of Toledo
Ohio
$1.93M -$104K -1,219 -5%
CCM
332
Cox Capital Management
Massachusetts
$1.91M -$49.1K -574 -2%
CSS
333
Cubist Systematic Strategies
Connecticut
$1.91M +$1.73M +20,182 +944%
FWM
334
Frontier Wealth Management
Missouri
$1.91M +$19.3K +226 +1%
PAM
335
Palisade Asset Management
Minnesota
$1.9M +$3.93K +46 +0.2%
CPA
336
Court Place Advisors
Maryland
$1.89M -$64.1K -750 -3%
HKAM
337
Horizon Kinetics Asset Management
New York
$1.89M – – –
FWM
338
Fairhaven Wealth Management
Illinois
$1.88M +$563K +6,593 +43%
ECM
339
EagleClaw Capital Management
Massachusetts
$1.88M – – –
VNA
340
Valley National Advisers
Pennsylvania
$1.87M -$31.4K -367 -2%
CIA
341
Cascade Investment Advisors
Oregon
$1.85M +$34.2K +400 +2%
TPCW
342
TD Private Client Wealth
New York
$1.83M -$121K -1,419 -6%
BA
343
Bristlecone Advisors
Washington
$1.83M -$257K -3,010 -12%
AAM
344
Azzad Asset Management
Virginia
$1.83M +$436K +5,102 +31%
CNFG
345
Creegan & Nassoura Financial Group
New Hampshire
$1.82M -$76.9K -900 -4%
Bessemer Group
346
Bessemer Group
New Jersey
$1.82M +$564K +6,594 +45%
LCM
347
Logan Capital Management
Pennsylvania
$1.77M +$46.3K +542 +3%
AI
348
Ariel Investments
Illinois
$1.76M +$13.2K +155 +0.8%
NAM
349
NorthCoast Asset Management
Connecticut
$1.75M +$297K +3,462 +20%
KBG
350
Kahn Brothers Group
New York
$1.74M -$171K -2,000 -9%
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