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 %
ECG
726
Edge Capital Group
Georgia
$361K -$6.26M -73,092 -95%
ACA
727
Atlas Capital Advisors
Wyoming
$359K -$185K -2,163 -34%
AIC
728
Ameritas Investment Company
Nebraska
$356K +$125K +1,462 +54%
BWA
729
BDO Wealth Advisors
Florida
$356K -$75.2K -879 -17%
FTA
730
Financial & Tax Architects
Missouri
$355K +$355K +4,156 New
FIM
731
Freedom Investment Management
Connecticut
$355K -$208K -2,429 -37%
CFA
732
Carroll Financial Associates
North Carolina
$355K +$10.9K +128 +3%
CIA
733
Choate Investment Advisors
Massachusetts
$355K +$142K +1,655 +66%
PWA
734
Physician Wealth Advisors
Utah
$353K +$8.8K +101 +3%
CG
735
Caprock Group
Idaho
$351K -$13.1K -153 -4%
AS
736
Altshuler Shaham
Israel
$351K – – –
AWA
737
Aaron Wealth Advisors
Illinois
$349K +$349K +4,086 New
V
738
Veritable
Delaware
$347K -$164K -1,924 -32%
MIM
739
Merrion Investment Management
New Jersey
$346K +$85 +1 +0%
SFS
740
Sowell Financial Services
Arkansas
$342K -$23.2K -266 -6%
IA
741
IFG Advisory
Georgia
$342K +$24.1K +282 +8%
ER
742
Enlightenment Research
Florida
$342K +$342K +4,000 New
GTAM
743
Global Trust Asset Management
Florida
$336K -$940 -11 -0.3%
W
744
WealthStone
Ohio
$335K +$91.6K +1,073 +38%
HCA
745
Heck Capital Advisors
Wisconsin
$334K -$37.4K -426 -10%
CHA
746
Carmichael Hill & Associates
Maryland
$334K – – –
FC
747
FORA Capital
Florida
$330K +$330K +3,865 New
TYCC
748
Texas Yale Capital Corp
Florida
$329K -$201K -2,350 -38%
BJL
749
Brighton Jones LLC
Washington
$326K -$19.6K -230 -6%
Koshinski Asset Management
750
Koshinski Asset Management
Illinois
$326K +$49.7K +582 +18%
28 29
30
31 32