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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 %
NFG
751
Next Financial Group
Texas
$322K -$3.85K -45 -1%
SFG
752
Summit Financial Group
West Virginia
$322K -$683 -8 -0.2%
RTC
753
Riverview Trust Company
Washington
$322K – – –
KP
754
Keel Point
Alabama
$322K +$322K +3,768 New
TAM
755
Taurus Asset Management
New York
$321K -$218K -2,550 -40%
SAG
756
Spotlight Asset Group
Illinois
$321K -$111K -1,297 -26%
PB
757
Pinnacle Bancorp
Nebraska
$321K +$30.7K +359 +11%
NDSI
758
Newman Dignan & Sheerar Inc
Rhode Island
$320K – – –
TLCM
759
Twin Lakes Capital Management
California
$318K +$7.51K +88 +2%
FAM
760
Formidable Asset Management
Ohio
$317K – – –
ATIA
761
American Trust Investment Advisors
New Hampshire
$316K +$14.3K +167 +5%
SAM
762
S.A. Mason
Michigan
$315K – – –
RHAM
763
Round Hill Asset Management
California
$311K – – –
FMWA
764
Forvis Mazars Wealth Advisors
Missouri
$310K -$1.62K -19 -0.5%
IPW
765
Inlet Private Wealth
Florida
$310K – – –
AA
766
Ancora Advisors
Ohio
$309K -$1.97K -23 -0.6%
CW
767
CreativeOne Wealth
Kansas
$309K +$36.2K +422 +13%
MMHP
768
Murphy Middleton Hinkle & Parker
Georgia
$308K -$2.05K -24 -0.7%
Acadian Asset Management
769
Acadian Asset Management
Massachusetts
$307K +$104K +1,217 +51%
LA
770
Latitude Advisors
Florida
$306K -$534K -6,237 -64%
PFBT
771
Parkside Financial Bank & Trust
Missouri
$305K -$12.6K -148 -4%
TI
772
Trexquant Investment
Connecticut
$303K +$303K +3,542 New
WCF
773
West Coast Financial
California
$302K -$30.6K -358 -9%
KCM
774
Kendall Capital Management
Maryland
$301K – – –
JWCA
775
J.W. Cole Advisors
Florida
$299K -$9.32K -109 -3%
29 30
31
32 33