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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 %
SCM
526
Salem Capital Management
Massachusetts
$722K – – –
DA
527
Dillon & Associates
Michigan
$718K -$4.25K -50 -0.6%
MWM
528
Mission Wealth Management
California
$718K +$35.6K +416 +5%
FNB
529
Farmers National Bank
Kentucky
$716K -$57.4K -671 -7%
PFWA
530
Paces Ferry Wealth Advisors
Georgia
$715K +$51K +597 +8%
HIC
531
Holderness Investments Company
North Carolina
$712K +$1.63K +19 +0.2%
PWPS
532
Pinnacle Wealth Planning Services
Ohio
$712K +$117K +1,374 +20%
PA
533
Parallel Advisors
California
$709K +$41.6K +486 +6%
OFG
534
OmniStar Financial Group
North Carolina
$708K -$531K -6,218 -43%
ABTD
535
Arvest Bank Trust Division
Oklahoma
$707K +$133K +1,553 +23%
AC
536
Alexandria Capital
Virginia
$705K – – –
LF
537
Lantz Financial
Illinois
$699K +$6.59K +77 +1%
TNB
538
Thomasville National Bank
Georgia
$699K +$157K +1,900 +29%
CCFCSB
539
Cape Cod Five Cents Savings Bank
Massachusetts
$698K -$68.8K -804 -9%
CCM
540
Covington Capital Management
California
$698K – – –
RWM
541
Ritholtz Wealth Management
New York
$698K +$35.6K +417 +5%
BP
542
Ballentine Partners
Massachusetts
$693K -$41.8K -490 -6%
BCM
543
Brookstone Capital Management
Illinois
$691K +$10K +117 +1%
VA
544
Valmark Advisers
Ohio
$691K +$52.6K +615 +8%
AAM
545
AR Asset Management
California
$688K – – –
CA
546
Cetera Advisors
Colorado
$687K +$125K +1,456 +22%
BFM
547
Boothbay Fund Management
New York
$686K -$1.37M -16,017 -67%
CB
548
Community Bank
New York
$685K -$139K -1,620 -17%
TCWM
549
Total Clarity Wealth Management
Illinois
$685K -$73.4K -858 -10%
TRCT
550
Tower Research Capital (TRC)
New York
$685K +$668K +7,810 +3,905%
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