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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 %
SAM
876
SignalPoint Asset Management
Missouri
$225K +$6.84K +80 +3%
SG
877
Stonnington Group
California
$225K +$225K +2,570 New
VCWA
878
Vanguard Capital Wealth Advisors
Colorado
$225K – – –
CWM
879
Cornerstone Wealth Management
Missouri
$224K -$61.7K -723 -22%
LWM
880
Laidlaw Wealth Management
New York
$224K +$23.5K +275 +12%
RIA
881
Realta Investment Advisors
Delaware
$224K +$33.1K +388 +17%
WI
882
Wintrust Investments
Illinois
$223K -$341 -4 -0.2%
WU
883
Wealthsimple US
New York
$223K +$10.5K +123 +5%
SSA
884
South Street Advisors
New York
$222K – – –
ACA
885
Aptus Capital Advisors
Alabama
$222K – – –
OIM
886
Oder Investment Management
California
$222K +$17.3K +202 +8%
BMWM
887
Brown Miller Wealth Management
Virginia
$221K +$256 +3 +0.1%
Fiera Capital (Canada)
888
Fiera Capital (Canada)
Quebec, Canada
$218K -$35.9M -420,503 -99%
NCM
889
Northside Capital Management
Oregon
$218K – – –
FFN
890
Focus Financial Network
Minnesota
$217K +$217K +2,544 New
BCM
891
Brooktree Capital Management
Michigan
$217K -$455K -5,327 -68%
SSWM
892
Sheets Smith Wealth Management
North Carolina
$216K -$19.6K -230 -8%
MPI
893
Mairs & Power Inc
Minnesota
$216K -$14.5K -170 -6%
LCM
894
LCM Capital Management
Illinois
$216K -$8.21K -96 -4%
RWA
895
River Wealth Advisors
Pennsylvania
$216K +$8.55K +100 +4%
BO
896
BRR OpCo
Ohio
$216K +$216K +2,525 New
RE
897
RBC Europe
United Kingdom
$214K – – –
HW
898
Hancock Whitney
Mississippi
$213K -$23.4K -274 -10%
PFM
899
Parsec Financial Management
North Carolina
$213K – – –
Wolverine Trading
900
Wolverine Trading
Illinois
$213K +$213K +2,453 New
34 35
36
37 38