NVS icon

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

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$203M
2
SCCM
Schafer Cullen Capital Management
New York
$12.8M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$421M
4
ClearBridge Investments
ClearBridge Investments
New York
$3.22M
5
Primecap Management
Primecap Management
California
$1.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
1101
Ranch Capital Advisors
Florida
$8K – – –
NFSG
1102
Newbridge Financial Services Group
Florida
$8K +$8K +89 New
CAL
1103
Capital Advisors Ltd
Ohio
$7K – – –
CAGAS
1104
Capital Advisory Group Advisory Services
Minnesota
$7K – – –
APWA
1105
Atlas Private Wealth Advisors
New Jersey
$7K +$88 +1 +1%
CWC
1106
Carolinas Wealth Consulting
North Carolina
$7K +$7K +80 New
CBT
1107
Central Bank & Trust
Kentucky
$6K -$4.03K -47 -40%
AP
1108
Atwood & Palmer
Missouri
$6K – – –
SCA
1109
Stonebridge Capital Advisors
Minnesota
$6K +$6K +76 New
HI
1110
Human Investing
Oregon
$5K – – –
MCM
1111
Manchester Capital Management
Vermont
$5K – – –
FBT
1112
First Bank & Trust
South Dakota
$5K – – –
BAMG
1113
Brand Asset Management Group
Missouri
$5K – – –
CA
1114
Crewe Advisors
Utah
$5K +$5K +59 New
SWA
1115
Sutton Wealth Advisors
Florida
$4.53K – – –
FI
1116
FormulaFolio Investments
Michigan
$4K -$781K -8,196 -99%
HWM
1117
HighMark Wealth Management
Minnesota
$4K -$596 -7 -13%
NL
1118
NVWM LLC
Pennsylvania
$4K – – –
AFS
1119
Annapolis Financial Services
Maryland
$4K – – –
PG
1120
Proffitt & Goodson
Tennessee
$4K – – –
TLFA
1121
True Link Financial Advisors
California
$3K – – –
CAM
1122
Costello Asset Management
Pennsylvania
$3K +$3K +31 New
AIC
1123
Archer Investment Corporation
Indiana
$2.05K – – –
FFA
1124
Freedman Financial Associates
Massachusetts
$2K – – –
LWA
1125
Lowe Wealth Advisors
Maryland
$2K – – –
43 44
45
46 47