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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 %
FFA
1126
Freedman Financial Associates
Massachusetts
$2K 27 – –
SWG
1127
Summit Wealth Group
Vermont
$2K 26 +26 New
AP
1128
Arlington Partners
Alabama
$2K 27 +27 New
DI
1129
Disciplined Investments
Oklahoma
$1K 10 -10 -50%
IFAM
1130
Institutional & Family Asset Management
Colorado
$1K 11 – –
SC
1131
Sierra Capital
Florida
$1K 10 +10 New
1WM
1132
1900 Wealth Management
Texas
$229 2,680 -48 -2%
SWM
1133
Sugarloaf Wealth Management
Georgia
$58 684 +1 +0.1%
FGAM
1134
Financial Gravity Asset Management
Texas
– – -19 Closed
WIM
1135
Westside Investment Management
California
$4 52 – –
Nisa Investment Advisors
1136
Nisa Investment Advisors
Missouri
$3 34 – –
SFM
1137
Sphera Funds Management
Israel
– – -429,000 Closed
Balyasny Asset Management
1138
Balyasny Asset Management
Illinois
– – -303,004 Closed
MF
1139
Magnetar Financial
Illinois
– – -161,379 Closed
SIS
1140
Susquehanna International Securities
Ireland
– – -118,837 Closed
RG
1141
Renaissance Group
Kentucky
– – -98,099 Closed
GIM
1142
Grassi Investment Management
California
– – -79,946 Closed
CAMG
1143
CWA Asset Management Group
Florida
– – -25,839 Closed
FWCM
1144
Ferguson Wellman Capital Management
Oregon
– – -23,334 Closed
AC
1145
Asio Capital
Kentucky
– – -22,157 Closed
AT
1146
Arden Trust
Delaware
– – -17,376 Closed
SWM
1147
Sculati Wealth Management
Michigan
– – -16,244 Closed
IIC
1148
Ironwood Investment Counsel
Arizona
– – -16,142 Closed
Capital Fund Management (CFM)
1149
Capital Fund Management (CFM)
France
– – -11,996 Closed
B
1150
Bailard
California
– – -9,088 Closed
44 45
46
47 48