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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 %
AFS
1151
Access Financial Services
Minnesota
– – -8,815 Closed
FTUS
1152
Flow Traders U.S.
New York
– – -7,497 Closed
SW
1153
SlateStone Wealth
Florida
– – -7,055 Closed
JF
1154
Jump Financial
Illinois
– – -6,360 Closed
GFG
1155
Greystone Financial Group
Michigan
– – -6,183 Closed
PP
1156
Paloma Partners
Connecticut
– – -6,143 Closed
HBWM
1157
Hollow Brook Wealth Management
New York
– – -6,000 Closed
MAM
1158
Mastrapasqua Asset Management
Tennessee
– – -5,770 Closed
SW
1159
StrongBox Wealth
Missouri
– – -5,463 Closed
BWAM
1160
Boyd Watterson Asset Management
Ohio
– – -4,693 Closed
ARTA
1161
A.R.T. Advisors
New York
– – -4,349 Closed
AMM
1162
American Money Management
California
– – -4,031 Closed
AAM
1163
Aureus Asset Management
Massachusetts
– – -3,619 Closed
RhumbLine Advisers
1164
RhumbLine Advisers
Massachusetts
– – -3,600 Closed
FLAM
1165
First Light Asset Management
Minnesota
– – -3,535 Closed
1WA
1166
180 Wealth Advisors
Washington
– – -3,497 Closed
BCP
1167
Blackhawk Capital Partners
Wisconsin
– – -3,399 Closed
DIM
1168
DC Investments Management
Virginia
– – -3,344 Closed
GC
1169
Gratus Capital
Georgia
– – -3,336 Closed
PWP
1170
Private Wealth Partners
California
– – -3,276 Closed
KOCAA
1171
Knights of Columbus Asset Advisors
Connecticut
– – -3,227 Closed
MGWM
1172
Marks Group Wealth Management
Minnesota
– – -3,185 Closed
VV
1173
Verity & Verity
South Carolina
– – -3,173 Closed
BFM
1174
Boston Financial Management
Massachusetts
– – -3,170 Closed
OL
1175
Optas LLC
Texas
– – -3,136 Closed
45 46
47
48 49