NVS icon

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 %
PWP
551
Principle Wealth Partners
Connecticut
$684K +$316K +3,702 +86%
AIM
552
Axiom Investment Management
New York
$674K +$546K +6,392 +425%
JDR
553
Jay D. Rosenbaum
$673K +$36.1K +422 +6%
MSAM
554
Moloney Securities Asset Management
Missouri
$670K -$9.4K -110 -1%
PIM
555
Penobscot Investment Management
Massachusetts
$668K -$57.7K -675 -8%
VWM
556
Venturi Wealth Management
Texas
$665K -$39.2K -459 -6%
MIC
557
Means Investment Company
Maine
$660K -$42K -491 -6%
Susquehanna International Group
558
Susquehanna International Group
Pennsylvania
$659K -$3.5M -40,984 -84%
CAN
559
Cetera Advisor Networks
California
$658K -$288K -3,370 -30%
QCG
560
Quadrant Capital Group
Ohio
$657K +$43.7K +512 +7%
Artisan Partners
561
Artisan Partners
Wisconsin
$647K +$90.9K +1,063 +16%
Diamond Hill Capital Management
562
Diamond Hill Capital Management
Ohio
$646K +$41.5K +485 +7%
WC
563
Woodstock Corp
Massachusetts
$645K – – –
VFA
564
Valeo Financial Advisors
Indiana
$644K +$27.7K +324 +4%
WKWM
565
Walter & Keenan Wealth Management
Indiana
$639K – – –
Lido Advisors
566
Lido Advisors
California
$639K +$205K +2,401 +47%
CFGS
567
Concourse Financial Group Securities
Alabama
$627K -$12.1K -142 -2%
VC
568
Veracity Capital
Georgia
$614K +$7.17K +84 +1%
RIM
569
Redwood Investment Management
Arizona
$608K +$608K +7,117 New
PFO
570
Pathstone Family Office
New Jersey
$606K +$540K +6,323 +823%
NAM
571
NTV Asset Management
West Virginia
$605K +$8.54K +100 +1%
TW
572
TrinityPoint Wealth
Connecticut
$603K +$5.21K +61 +0.9%
ACS
573
Archford Capital Strategies
Illinois
$603K +$31.4K +360 +5%
APA
574
American Portfolios Advisors
New York
$598K +$55.7K +651 +10%
KWM
575
Kingsview Wealth Management
Oregon
$596K +$65.6K +762 +12%
21 22
23
24 25