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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 %
HWMG
826
Hurlow Wealth Management Group
Indiana
$262K +$3.42K +40 +1%
VIM
827
Vista Investment Management
Pennsylvania
$261K -$36K -420 -12%
WI
828
WrapManager Inc
California
$261K +$8.45K +99 +3%
MWM
829
Modera Wealth Management
New Jersey
$260K +$65.1K +761 +33%
LFAS
830
Level Four Advisory Services
Texas
$259K -$38.5K -450 -13%
BP
831
BBR Partners
New York
$259K -$171 -2 -0.1%
TC
832
TownSquare Capital
Utah
$258K -$1.25M -14,669 -83%
FMC
833
First Merchants Corp
Indiana
$258K -$116K -1,361 -31%
HBT
834
Hills Bank & Trust
Iowa
$257K -$8.54K -100 -3%
PMA
835
Prudent Man Advisors
Illinois
$257K -$4.44K -52 -2%
VWA
836
V Wealth Advisors
Kansas
$257K -$1.29K -15 -0.5%
FIA
837
FNY Investment Advisers
New York
$256K -$764K -8,950 -75%
SC
838
Savant Capital
Illinois
$254K -$2.57K -30 -1%
BCP
839
Berkeley Capital Partners
Georgia
$254K +$12.2K +143 +5%
SYBT
840
Stock Yards Bank & Trust
Kentucky
$252K -$16.7K -195 -6%
MW
841
Marcum Wealth
Ohio
$251K +$251K +2,936 New
WAAG
842
Wealth Alliance Advisory Group
Kansas
$250K +$3K +35 +1%
CIBC Asset Management
843
CIBC Asset Management
Ontario, Canada
$249K -$2.29M -26,687 -90%
FC
844
Forte Capital
New York
$249K +$1.2K +14 +0.5%
ARG
845
Advisory Resource Group
Oklahoma
$249K +$22.4K +262 +10%
KFP
846
KMG Fiduciary Partners
Ohio
$248K +$248K +2,905 New
IC
847
Intersect Capital
California
$247K +$9.84K +115 +4%
PP
848
Pacifica Partners
Canada
$246K +$1.56K +18 +0.6%
PCS
849
Personal CFO Solutions
New Jersey
$245K -$2.65K -31 -1%
JIP
850
JBJ Investment Partners
South Carolina
$244K +$10.2K +119 +4%
32 33
34
35 36