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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 %
WT
851
Washington Trust
Rhode Island
$242K -$14.3K -167 -6%
MWM
852
Meridian Wealth Management
Kentucky
$242K +$7.17K +84 +3%
AWC
853
Abundance Wealth Counselors
Pennsylvania
$241K +$241K +2,818 New
MCM
854
Mitchell Capital Management
Kansas
$240K +$24K +281 +11%
P
855
Palladiem
Pennsylvania
$239K -$342 -4 -0.1%
CPIA
856
Cornell Pochily Investment Advisors
New York
$239K – – –
NL
857
NWAM LLC
Washington
$238K +$2.31K +27 +1%
9WM
858
9258 Wealth Management
Ohio
$237K -$69.8K -817 -23%
RT
859
Rockland Trust
Massachusetts
$237K +$11K +129 +5%
AL
860
Aspiriant LLC
California
$234K – – –
OR
861
Olympiad Research
Connecticut
$234K – – –
22CM
862
20/20 Capital Management
California
$233K – – –
PP
863
PDS Planning
Ohio
$233K +$26.8K +314 +13%
BRWM
864
B. Riley Wealth Management
Tennessee
$232K -$6.59K -77 -3%
Financial Engines Advisors
865
Financial Engines Advisors
California
$232K +$50.1K +585 +28%
CWP
866
Concord Wealth Partners
Virginia
$232K +$79.6K +930 +52%
BCM
867
Blume Capital Management
California
$232K +$215K +2,518 +1,259%
CA
868
Claro Advisors
Massachusetts
$231K +$16.2K +190 +8%
Qube Research & Technologies (QRT)
869
Qube Research & Technologies (QRT)
United Kingdom
$231K +$231K +2,706 New
AA
870
Argent Advisors
Louisiana
$230K -$87.3K -1,023 -28%
OCG
871
Opus Capital Group
Ohio
$230K +$3.08K +36 +1%
TSW
872
Thompson Siegel & Walmsley
Virginia
$229K – – –
KPW
873
Kore Private Wealth
New York
$228K +$228K +2,663 New
ESB
874
Essex Savings Bank
Connecticut
$227K -$12.9K -151 -5%
CC
875
Chicago Capital
Illinois
$226K – – –
33 34
35
36 37