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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 %
CCA
951
Column Capital Advisors
Indiana
$123K -$7.86K -92 -6%
PSB
952
Piscataqua Savings Bank
New Hampshire
$122K +$122K +1,429 New
IA
953
IFP Advisors
Florida
$120K +$4.12K +47 +4%
KFS
954
Kelly Financial Services
Massachusetts
$118K +$114K +1,338 +2,847%
MHR
955
Matthew Hamilton Rosenberg
$118K +$22.3K +260 +23%
FNBOSM
956
First National Bank of South Miami
Florida
$117K – – –
ZB
957
Zions Bancorporation
Utah
$113K -$15.6K -183 -12%
JWM
958
Janiczek Wealth Management
Colorado
$110K +$30.7K +360 +39%
GCM
959
Gables Capital Management
Florida
$109K – – –
CHC
960
City Holding Co
West Virginia
$109K – – –
VCM
961
Vigilant Capital Management
Maine
$109K +$4.95K +58 +5%
MMG
962
Monetary Management Group
Missouri
$108K -$7.21K -84 -6%
TJHA
963
Thomas J. Herzfeld Advisors
Florida
$105K – – –
SFSIG
964
San Francisco Sentry Investment Group
California
$105K – – –
TC
965
Tacita Capital
Ontario, Canada
$103K – – –
CFO
966
CVA Family Office
Colorado
$101K -$7.72K -90 -7%
RMC
967
Resources Management Corp
Connecticut
$101K – – –
TI
968
Truehand Inc
New Hampshire
$99K – – –
COCM
969
Charter Oak Capital Management
New Hampshire
$99K +$600 +7 +0.6%
BG
970
Bollard Group
Massachusetts
$98K – – –
HWA
971
HHM Wealth Advisors
Tennessee
$98K – – –
WP
972
WealthShield Partners
North Carolina
$98K +$98K +1,141 New
SIM
973
Sonora Investment Management
Arizona
$97K +$12.8K +149 +15%
CSPIA
974
Cary Street Partners Investment Advisory
Virginia
$95K -$178K -2,070 -65%
TC
975
Truvestments Capital
Florida
$95K -$8.67K -101 -8%
37 38
39
40 41