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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 %
BMO
626
Beck Mack & Oliver
New York
$487K -$12.8K -150 -3%
AIP
627
Almanack Investment Partners
Pennsylvania
$483K +$72.6K +850 +18%
BOH
628
Bank of Hawaii
Hawaii
$478K +$48.7K +570 +11%
OBGC
629
O'Brien Greene & Co
Pennsylvania
$477K – – –
AFM
630
Andesa Financial Management
Pennsylvania
$477K +$6.66K +78 +1%
B
631
Bellecapital
Switzerland
$475K -$12.6K -148 -3%
ST
632
Smithfield Trust
Pennsylvania
$475K – – –
CAM
633
CenterStar Asset Management
Illinois
$475K -$378K – –
AIA
634
Armor Investment Advisors
North Carolina
$473K +$9.23K +108 +2%
GTCM
635
Gyon Technologies Capital Management
New Jersey
$473K +$276K +3,233 +141%
NNP
636
Nachman Norwood & Parrott
South Carolina
$472K -$3.59K -42 -0.8%
CGL
637
Clarius Group LLC
Washington
$471K -$12.5K -146 -3%
MG
638
Mather Group
Illinois
$471K -$7.36K -86 -2%
DJSG
639
D.J. St. Germain
Massachusetts
$471K -$5.98K -70 -1%
BS
640
Boenning & Scattergood
Pennsylvania
$470K +$25.1K +293 +6%
DDC
641
DF Dent & Co
Maryland
$468K – – –
SFA
642
Sequoia Financial Advisors
Ohio
$465K – – –
FHA
643
Flagship Harbor Advisors
Massachusetts
$461K -$14.5K -169 -3%
TNBTD
644
Trustmark National Bank Trust Department
Mississippi
$456K -$22.2K -260 -5%
EIM
645
Essex Investment Management
Massachusetts
$455K – – –
JWS
646
Juncture Wealth Strategies
Arizona
$453K – – –
TU
647
TDAM USA
Ontario, Canada
$447K -$160K -1,871 -26%
SRC
648
Sage Rhino Capital
California
$447K +$14.6K +171 +3%
MLL
649
Moody Lynn & Lieberson
Massachusetts
$445K +$57.7K +675 +15%
CCP
650
Clarkston Capital Partners
Michigan
$443K +$443K +5,180 New
24 25
26
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