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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.

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
1
Cullen Capital Management
New York
$222M
2
Goldman Sachs
2
Goldman Sachs
New York
$230M
3
Parnassus Investments
3
Parnassus Investments
California
$79.6M
4
Aristotle Capital Management
4
Aristotle Capital Management
California
$676M
5
BlackRock
5
BlackRock
New York
$107M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$203M
2
SCCM
2
Schafer Cullen Capital Management
New York
$12.8M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$421M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$3.22M
5
Primecap Management
5
Primecap Management
California
$1.76B
Name Market Value Shares Shares
Change 		Shares
Change %
SC
76
Saturna Capital
Washington
$24M 280,973 -15,680 -5%
Citigroup
77
Citigroup
New York
$23.6M 275,517 +46,968 +21%
LPL Financial
78
LPL Financial
California
$22.9M 267,547 -4,899 -2%
GG
79
Gofen & Glossberg
Illinois
$22.9M 267,363 +6,157 +2%
EVM
80
Eaton Vance Management
Massachusetts
$22.5M 263,074 -22,201 -8%
MIM
81
Martin Investment Management
Florida
$22.3M 261,009 +91,990 +54%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$22M 257,453 +15,479 +6%
CIM
83
Confluence Investment Management
Missouri
$21.4M 250,831 +3,707 +2%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$21.4M 250,136 -5,581 -2%
PAS
85
Professional Advisory Services
Florida
$21M 245,856 +17,885 +8%
FCI
86
Financial Counselors Inc
Kansas
$21M 245,638 +3,628 +1%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$19.7M 230,675 -1,519 -0.7%
BCWM
88
Bartlett & Co Wealth Management
Ohio
$19.7M 229,870 -6,832 -3%
BC
89
Bartlett & Co
Ohio
$19.6M 229,870 -6,832 -3%
HTHT
90
Hemenway Trust Hemenway Trust
New Hampshire
$19.6M 229,249 +7,342 +3%
BIP
91
Brandes Investment Partners
California
$19M 218,770 +79,159 +57%
EWA
92
Exencial Wealth Advisors
Oklahoma
$19M 221,696 +21,842 +11%
OA
93
Oak Associates
Ohio
$18.5M 216,328 -23,099 -10%
M&T Bank
94
M&T Bank
New York
$18.3M 213,511 -17,429 -8%
SC
95
Scotia Capital
Ontario, Canada
$18.2M 212,774 +37,141 +21%
JPMPWA
96
J.P. Morgan Private Wealth Advisors
California
$17.5M 204,304 -18,207 -8%
RFA
97
Reilly Financial Advisors
California
$17.5M 204,179 +6,473 +3%
MTC
98
McDaniel Terry & Co
Texas
$17.4M 203,159 +2,090 +1%
Arrowstreet Capital
99
Arrowstreet Capital
Massachusetts
$17.2M 201,654 +196,839 +4,088%
NPF
100
Norris Perne & French
Michigan
$17.1M 199,637 -3,308 -2%
2 3
4
5 6