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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 %
CCM
801
Crew Capital Management
Ohio
$280K +$280K +3,270 New
DSC
802
Duncker Streett & Co
Missouri
$278K -$131K -1,530 -32%
FLI
803
Family Legacy Inc
South Carolina
$278K -$8.98K -105 -3%
MGIA
804
Moneta Group Investment Advisors
Missouri
$278K +$61.6K +721 +28%
KOC
805
Koss-Olinger Consulting
Florida
$278K +$278K +3,253 New
PTC
806
Philadelphia Trust Company
Pennsylvania
$275K – – –
CWM
807
Circle Wealth Management
New Jersey
$273K -$18.4K -215 -6%
FSA
808
Fort Sheridan Advisors
Illinois
$273K +$273K +3,196 New
LFA
809
Legacy Financial Advisors
Kentucky
$272K -$50K -584 -16%
TF
810
Tompkins Financial
New York
$272K -$11.9K -139 -4%
CC
811
Courier Capital
New York
$272K -$8.63K -101 -3%
SIC
812
Shoker Investment Counsel
Ohio
$272K -$7.26K -85 -3%
NG
813
Northstar Group
New York
$272K – – –
HPC
814
HM Payson & Co
Maine
$272K +$48.9K +573 +22%
ACM
815
Allred Capital Management
Texas
$272K -$5.73K -67 -2%
IRC
816
Investors Research Corp
Georgia
$270K -$42.8K -500 -14%
EFSCE
817
Enterprise Financial Services Corp (EFSC)
Missouri
$269K +$8.29K +97 +3%
RCC
818
Red Cedar Capital
Nebraska
$268K – – –
SFO
819
Stokes Family Office
Louisiana
$267K +$46.2K +541 +21%
AIM
820
Aigen Investment Management
New York
$267K +$267K +3,129 New
PCA
821
Peddock Capital Advisors
Massachusetts
$266K – – –
WAP
822
Wealthcare Advisory Partners
Pennsylvania
$266K +$53.2K +623 +25%
PCA
823
Personal Capital Advisors
California
$264K +$28.7K +336 +12%
Mitsubishi UFJ Asset Management
824
Mitsubishi UFJ Asset Management
Japan
$264K +$92.7K +1,086 +54%
DWM
825
Dorchester Wealth Management
Quebec, Canada
$263K -$23.1K -270 -8%
31 32
33
34 35