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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 Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$144M 1,687,040 +12,864 +0.8%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$129M 1,504,639 +49,506 +3%
Natixis Advisors
28
Natixis Advisors
Massachusetts
$120M 1,403,558 +101,620 +8%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$109M 1,277,439 -176,824 -12%
BlackRock
30
BlackRock
New York
$107M 1,250,230 +557,281 +80%
SI
31
Scharf Investments
California
$103M 1,204,700 +7,161 +0.6%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$99.5M 1,164,072 -152,050 -12%
Lazard Asset Management
33
Lazard Asset Management
New York
$97.1M 1,135,941 -354,713 -24%
EARNEST Partners
34
EARNEST Partners
Georgia
$91.7M 1,072,381 +79,658 +8%
Truist Financial
35
Truist Financial
North Carolina
$82.8M 968,735 +76,499 +9%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$81.9M 958,012 +96,024 +11%
Parnassus Investments
37
Parnassus Investments
California
$79.6M 931,309 +931,309 New
RJA
38
Raymond James & Associates
Florida
$78.9M 922,781 -302,590 -25%
Chevy Chase Trust
39
Chevy Chase Trust
Maryland
$74.1M 867,094 +28,827 +3%
SEI Investments
40
SEI Investments
Pennsylvania
$70.3M 808,391 +20,672 +3%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65.2M 763,079 -392,176 -34%
MAM
42
Madison Asset Management
Wisconsin
$64.7M 757,265 -125,038 -14%
JWBC
43
John W. Bristol & Co
New York
$64.2M 751,044 -3,681 -0.5%
Invesco
44
Invesco
Georgia
$63.5M 743,178 -233,124 -24%
Macquarie Group
45
Macquarie Group
Australia
$61.3M 717,236 +111,204 +18%
DLA
46
Douglas Lane & Associates
New York
$59.2M 692,978 +59,424 +9%
First Trust Advisors
47
First Trust Advisors
Illinois
$57.3M 670,758 +63,426 +10%
MIP
48
Mondrian Investment Partners
United Kingdom
$54M 633,510 +184,093 +41%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$53.3M 623,676 +8,054 +1%
Capital World Investors
50
Capital World Investors
California
$41.3M 482,288 +7,305 +2%
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