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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
+$177M
2
Goldman Sachs
Goldman Sachs
New York
+$90.7M
3
Parnassus Investments
Parnassus Investments
California
+$79.6M
4
Aristotle Capital Management
Aristotle Capital Management
California
+$67.6M
5
BlackRock
BlackRock
New York
+$47.6M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$204M
2
SCCM
Schafer Cullen Capital Management
New York
-$166M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$146M
4
ClearBridge Investments
ClearBridge Investments
New York
-$132M
5
Primecap Management
Primecap Management
California
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBRC
501
D.B. Root & Company
Pennsylvania
$819K -$311K -3,638 -28%
RCM
502
Radnor Capital Management
Pennsylvania
$814K -$55.5K -650 -6%
AWP
503
Accretive Wealth Partners
New Jersey
$814K +$91.4K +1,069 +13%
GAM
504
Griffin Asset Management
New York
$813K -$515K -6,032 -39%
KLC
505
Knowledge Leaders Capital
Colorado
$813K – – –
BMC
506
Beaton Management Company
Massachusetts
$808K -$19.3K -226 -2%
WP
507
WealthSource Partners
California
$801K -$29.8K -349 -4%
TIM
508
Thornburg Investment Management
New Mexico
$801K – – –
CRB
509
Chad R. Baker
$796K – – –
LSAG
510
Lake Street Advisors Group
New Hampshire
$795K +$25.5K +298 +3%
CCP
511
Corient Capital Partners
California
$791K +$71.2K +833 +10%
VCA
512
Verdence Capital Advisors
Maryland
$790K -$362K -4,239 -31%
MCIA
513
Mountain Capital Investment Advisors
Colorado
$788K +$440K +5,080 +127%
AIM
514
Anchor Investment Management
South Carolina
$779K – – –
Prudential Financial
515
Prudential Financial
New Jersey
$778K +$122K +1,422 +19%
SN
516
Sittner & Nelson
Oregon
$766K +$1.71K +20 +0.2%
SWM
517
Spire Wealth Management
Virginia
$766K +$766K +8,880 New
KFC
518
Klingenstein Fields & Co
New York
$761K – – –
Kovitz Investment Group Partners
519
Kovitz Investment Group Partners
Illinois
$758K +$39.9K +467 +6%
CCB
520
Cutter & Co Brokerage
Missouri
$752K +$4.53K +53 +0.6%
LDB
521
Lee, Danner & Bass
Tennessee
$751K – – –
FFA
522
First Foundation Advisors
California
$742K -$800K -9,363 -52%
MFA
523
Mayflower Financial Advisors
Massachusetts
$737K +$1.71K +20 +0.2%
QI
524
Qtron Investments
Massachusetts
$726K +$255K +2,981 +54%
CTC
525
Central Trust Company
Missouri
$725K -$160K -1,874 -18%
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