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 %
RPC
651
Rossmore Private Capital
Connecticut
$442K +$12.4K +145 +3%
IB
652
Intrust Bank
Kansas
$442K +$33.1K +387 +8%
AWE
653
Avidian Wealth Enterprises
Texas
$441K -$43.6K -510 -9%
YIA
654
YHB Investment Advisors
Connecticut
$441K -$1.76K -20 -0.4%
VBCG
655
Valley Brook Capital Group
Pennsylvania
$440K – – –
MMPW
656
Mitchell McLeod Pugh & Williams
Alabama
$440K – – –
NCM
657
Northwest Capital Management
Oregon
$440K – – –
FPS
658
Fieldpoint Private Securities
Connecticut
$440K +$427 +5 +0.1%
IFWM
659
Institute for Wealth Management
Colorado
$436K -$16.4K -192 -4%
ST
660
Spinnaker Trust
Maine
$432K +$59.1K +692 +16%
AIM
661
Alhambra Investment Management
Florida
$430K +$430K +5,034 New
ACM
662
Ategra Capital Management
Virginia
$430K – – –
EI
663
Ellevest Inc
New York
$429K +$76.7K +897 +22%
WANY
664
Wealthspire Advisors (New York)
New York
$426K -$19.8K -231 -4%
HPCM
665
High Pointe Capital Management
Illinois
$426K +$16.3K +190 +4%
HJIM
666
Henry James International Management
New York
$424K – – –
CHP
667
Cable Hill Partners
Oregon
$423K +$54.1K +634 +15%
BOPW
668
Brandywine Oak Private Wealth
Pennsylvania
$422K -$20K -234 -5%
H
669
HoyleCohen
California
$422K -$15.8K -185 -4%
BL
670
BFSG LLC
California
$421K -$264K -3,090 -39%
DAS
671
Dynamic Advisor Solutions
Arizona
$420K -$25.4K -298 -6%
CCG
672
Cypress Capital Group
Florida
$420K -$427 -5 -0.1%
AssetMark Inc
673
AssetMark Inc
California
$420K +$18.6K +218 +5%
MSA
674
Marino Stram & Associates
Massachusetts
$419K +$256 +3 +0.1%
BFC
675
Blue Fin Capital
Rhode Island
$418K -$21.3K -249 -5%
25 26
27
28 29