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

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$203M
2
SCCM
Schafer Cullen Capital Management
New York
$12.8M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$421M
4
ClearBridge Investments
ClearBridge Investments
New York
$3.22M
5
Primecap Management
Primecap Management
California
$1.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
426
Benjamin F. Edwards & Company
Missouri
$1.2M +$41.8K +489 +4%
JIC
427
Johnson Investment Counsel
Ohio
$1.19M -$14.5K -170 -1%
PAMG
428
Patton Albertson Miller Group
Tennessee
$1.18M +$2.14K +25 +0.2%
KF
429
Krilogy Financial
Missouri
$1.18M +$494K +5,778 +72%
MCM
430
MAI Capital Management
Ohio
$1.17M +$146K +1,712 +14%
BMSSC
431
B. Metzler seel. Sohn & Co
Germany
$1.16M +$1.16M +13,615 New
ADMI
432
Albert D. Mason Inc
Massachusetts
$1.16M -$11.5K -135 -1%
SGI
433
Summit Global Investments
Utah
$1.16M +$114K +1,331 +11%
FB
434
Fulton Bank
Pennsylvania
$1.15M +$270K +3,160 +31%
FHC
435
First Horizon Corporation
Tennessee
$1.15M -$9.57K -112 -0.8%
WA
436
Wambolt & Associates
Colorado
$1.15M +$70.5K +819 +7%
KIA
437
KCM Investment Advisors
California
$1.14M -$54.6K -639 -5%
TCOO
438
Trust Company of Oklahoma
Oklahoma
$1.12M -$10.8K -126 -0.9%
SB
439
Simmons Bank
Arkansas
$1.12M -$39.2K -459 -3%
DWT
440
Dorsey & Whitney Trust
South Dakota
$1.1M -$83.7K -978 -7%
DM
441
Delphi Management
Massachusetts
$1.1M +$1.1M +12,874 New
FANJ
442
Financial Architects (New Jersey)
New Jersey
$1.1M -$8.46K -99 -0.8%
FAIM
443
Financial Advocates Investment Management
Washington
$1.09M -$32.2K -406 -3%
SAM
444
Silvercrest Asset Management
New York
$1.09M -$2.48K -29 -0.2%
JWBC
445
J.W. Burns & Co
New York
$1.09M -$113K -1,328 -9%
SWP
446
Stratos Wealth Partners
Ohio
$1.09M -$64.2K -751 -6%
VPIM
447
Vanguard Personalized Indexing Management
California
$1.08M -$202K -2,364 -16%
BCM
448
Becker Capital Management
Oregon
$1.08M +$35.2K +412 +3%
FAM
449
Fred Alger Management
New York
$1.08M -$3.76K -44 -0.3%
BSW
450
Buckingham Strategic Wealth
Missouri
$1.08M +$40.3K +472 +4%
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