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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 %
HPCM
1176
Hunter Perkins Capital Management
Illinois
– – -3,100 Closed
BAS
1177
Brown Advisory Securities
Maryland
– – -3,051 Closed
SSCA
1178
South Shore Capital Advisors
Massachusetts
– – -2,863 Closed
PFP
1179
Pinnacle Financial Partners
Tennessee
– – -2,754 Closed
SCM
1180
Seascape Capital Management
New Hampshire
– – -2,705 Closed
Thrivent Financial for Lutherans
1181
Thrivent Financial for Lutherans
Minnesota
– – -2,689 Closed
RIA
1182
Regal Investment Advisors
Michigan
– – -2,663 Closed
DY
1183
Dowling & Yahnke
California
– – -2,602 Closed
GLA
1184
Great Lakes Advisors
Illinois
– – -2,440 Closed
NCM
1185
Noesis Capital Mangement
Florida
– – -2,350 Closed
BPB
1186
Badgley, Phelps & Bell
Washington
– – -2,341 Closed
MA
1187
Mezzasalma Advisors
New Jersey
– – -2,331 Closed
HIM
1188
Hotaling Investment Management
Pennsylvania
– – -2,315 Closed
IIA
1189
ICW Investment Advisors
Arizona
– – -2,253 Closed
VST
1190
Van Strum & Towne
California
– – -2,240 Closed
MPCG
1191
Matrix Private Capital Group
New York
– – -2,235 Closed
RRAM
1192
River Road Asset Management
Kentucky
– – -2,233 Closed
MCCP
1193
Mission Creek Capital Partners
California
– – -2,223 Closed
EWM
1194
Empirical Wealth Management
Washington
– – -2,190 Closed
ERWM
1195
Elk River Wealth Management
Colorado
– – -2,184 Closed
BIA
1196
Barry Investment Advisors
Massachusetts
– – -2,175 Closed
SWM
1197
SeaCrest Wealth Management
New York
– – -2,174 Closed
RA
1198
RFG Advisory
Alabama
– – -2,152 Closed
BIM
1199
Baldwin Investment Management
Pennsylvania
– – -2,142 Closed
MIP
1200
Marietta Investment Partners
Wisconsin
– – -2,128 Closed
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