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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.

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
1
Cullen Capital Management
New York
$222M
2
Goldman Sachs
2
Goldman Sachs
New York
$230M
3
Parnassus Investments
3
Parnassus Investments
California
$79.6M
4
Aristotle Capital Management
4
Aristotle Capital Management
California
$676M
5
BlackRock
5
BlackRock
New York
$107M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$203M
2
SCCM
2
Schafer Cullen Capital Management
New York
$12.8M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$421M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$3.22M
5
Primecap Management
5
Primecap Management
California
$1.76B
Name Market Value Shares Shares
Change 		Shares
Change %
Optiver Holding
51
Optiver Holding
Netherlands
$41.1M 480,612 +480,612 New
MIS
52
Morningstar Investment Services
Illinois
$38.3M 440,523 -29,131 -6%
JFL
53
Jarislowsky, Fraser Ltd
Quebec, Canada
$37.5M 438,936 +6,775 +2%
Fayez Sarofim & Co
54
Fayez Sarofim & Co
Texas
$36.5M 427,225 +3,370 +0.8%
DADC
55
D.A. Davidson & Co
Montana
$35.3M 412,476 +60,072 +17%
TH
56
TCTC Holdings
Texas
$34.6M 404,303 -485 -0.1%
CCM
57
Causeway Capital Management
California
$34M 397,358 +91,780 +30%
WG
58
Welch Group
Alabama
$31.1M 363,764 +4,124 +1%
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$29.9M 350,299 +1,962 +0.6%
MAP
60
Managed Asset Portfolios
Michigan
$29.7M 347,960 +11,198 +3%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$29.7M 347,109 -1,378 -0.4%
Stifel Financial
62
Stifel Financial
Missouri
$28.6M 334,108 -64,271 -16%
WFMPM
63
Woodley Farra Manion Portfolio Management
Indiana
$27.2M 318,576 -47,264 -13%
NPA
64
Nichols & Pratt Advisers
Massachusetts
$27M 315,801 -7,801 -2%
US Bancorp
65
US Bancorp
Minnesota
$26M 304,177 +8,606 +3%
OAM
66
Oppenheimer Asset Management
New York
$25.8M 301,980 +2,893 +1%
First Manhattan
67
First Manhattan
New York
$25.7M 300,121 -50 -0%
HighTower Advisors
68
HighTower Advisors
Illinois
$25.5M 299,131 +15,942 +6%
TAM
69
Tocqueville Asset Management
New York
$25.4M 297,667 -9,628 -3%
Brown Advisory
70
Brown Advisory
Maryland
$25.4M 297,153 -796 -0.3%
EHC
71
Everett Harris & Co
California
$25M 292,146 +39,316 +16%
SBH
72
Segall Bryant & Hamill
Illinois
$24.8M 290,467 -81,537 -22%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$24.5M 286,150 -96,641 -25%
OCM
74
Osterweis Capital Management
California
$24.3M 283,995 +25 +0%
CCMG
75
Clark Capital Management Group
Pennsylvania
$24.3M 283,743 -47,067 -14%
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