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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 %
LNC
576
Lincoln National Corp
Pennsylvania
$593K +$19.6K +229 +3%
GI
577
Gradient Investments
Minnesota
$586K -$29.6K -346 -5%
GCM
578
Gibraltar Capital Management
Oklahoma
$581K +$581K +6,753 New
AAS
579
Avantax Advisory Services
Texas
$580K +$105K +1,227 +22%
EFS
580
Essex Financial Services
Connecticut
$576K -$72.9K -854 -11%
ACP
581
Ashfield Capital Partners
California
$573K – – –
MAM
582
Marotta Asset Management
Virginia
$571K +$571K +6,638 New
WGA
583
Weather Gauge Advisory
Virginia
$566K +$15.4K +180 +3%
BPA
584
Beacon Pointe Advisors
California
$563K -$554K -6,462 -50%
BFS
585
Bard Financial Services
Connecticut
$556K -$15.4K -180 -3%
MWM
586
Minot Wealth Management
Massachusetts
$553K -$134K -1,565 -19%
AIIMS
587
Analyst IMS Investment Management Services
Israel
$553K -$55.6K -650 -9%
PM
588
Penbrook Management
New York
$552K -$25.6K -300 -4%
EWA
589
EP Wealth Advisors
California
$552K +$2.9K +34 +0.5%
MA
590
Montag & Associates
Georgia
$544K -$17.1K -200 -3%
FM
591
Foster & Motley
Ohio
$544K +$544K +6,359 New
HH
592
Hilltop Holdings
Texas
$542K -$599 -7 -0.1%
CPA
593
Clear Perspective Advisors
Illinois
$541K -$41.6K -487 -7%
WJWM
594
Williams Jones Wealth Management
New York
$540K -$42.8K -500 -7%
GDP
595
Great Diamond Partners
Maine
$539K -$26.7K -313 -5%
EGA
596
E&G Advisors
Texas
$538K – – –
IWM
597
IHT Wealth Management
Illinois
$538K +$68.8K +805 +15%
FCCM
598
First City Capital Management
Georgia
$535K -$876 -10 -0.2%
LNB
599
Ledyard National Bank
$534K -$3.87M -45,177 -88%
WA
600
Wealth Alliance
New York
$534K -$383K -4,489 -42%
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