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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 %
DWM
701
Dakota Wealth Management
Florida
$394K +$854 +10 +0.2%
LC
702
Lindbrook Capital
California
$394K +$126K +1,467 +47%
SVWAG
703
Sound View Wealth Advisors Group
Georgia
$393K -$25.3K -296 -6%
GWM
704
GSB Wealth Management
Connecticut
$390K +$30.3K +354 +8%
CIAS
705
Capital Investment Advisory Services
North Carolina
$388K -$17K -199 -4%
RSWM
706
Robertson Stephens Wealth Management
California
$387K +$387K +4,536 New
OC
707
Oakworth Capital
Alabama
$386K -$1.96K -23 -0.5%
CWP
708
Curated Wealth Partners
California
$384K -$15.2K -178 -4%
NSAM
709
North Star Asset Management
Wisconsin
$382K – – –
CAL
710
Capital Analysts LLC
Pennsylvania
$381K +$379K +4,434 +15,836%
PCA
711
Pallas Capital Advisors
Massachusetts
$380K +$380K +4,319 New
QP
712
Quilter Plc
United Kingdom
$379K -$13.5K -158 -3%
ACP
713
Aveo Capital Partners
Colorado
$377K +$377K +4,412 New
GIA
714
Gladstone Institutional Advisory
Florida
$376K +$47.1K +551 +14%
QTM
715
qPULA Trading Management
New York
$376K +$376K +4,400 New
FAT
716
First American Trust
California
$375K -$2.73K -32 -0.7%
PWLP
717
Prio Wealth Limited Partnership
Massachusetts
$375K +$29.7K +347 +9%
CAM
718
Cozad Asset Management
Illinois
$373K +$12.8K +150 +4%
ECM
719
Evergreen Capital Management
Washington
$372K -$71.9K -841 -16%
AMIM
720
Aull & Monroe Investment Management
Alabama
$370K -$12.8K -150 -3%
RMDI
721
R.M. Davis Inc
Maine
$367K -$59.5K -695 -14%
OIA
722
OneDigital Investment Advisors
Kansas
$364K -$29.6K -346 -8%
FPFS
723
First Personal Financial Services
North Carolina
$363K -$11.1K -130 -3%
HIMCH
724
Hartford Investment Management Co (HIMCO)
Connecticut
$363K – – –
FFM
725
Fullerton Fund Management
Singapore
$362K -$90.2K -1,056 -20%
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29
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