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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 %
CBFP
1201
Cedar Brook Financial Partners
Ohio
– – -2,119 Closed
WDG
1202
Wealth Dimensions Group
Ohio
– – -2,118 Closed
Axa
1203
Axa
France
– – -1,687 Closed
TI
1204
tru Independence
Oregon
– – -1,675 Closed
PWM
1205
Perigon Wealth Management
California
– – -1,605 Closed
FWM
1206
FSA Wealth Management
Massachusetts
– – -1,368 Closed
ICP
1207
Interchange Capital Partners
Pennsylvania
– – -1,342 Closed
SBSB
1208
Sullivan, Bruyette, Speros & Blaney
Virginia
– – -1,210 Closed
CAAS
1209
Capital Asset Advisory Services
Michigan
– – -1,088 Closed
FPCG
1210
Fort Pitt Capital Group
Pennsylvania
– – -906 Closed
PR
1211
Payden & Rygel
California
– – -876 Closed
TIAM2
1212
Tru Independence Asset Management 2
Oregon
– – -818 Closed
CWM
1213
Curi Wealth Management
North Carolina
– – -649 Closed
AJ
1214
Ashburton (Jersey)
Jersey
– – -608 Closed
EA
1215
Elm Advisors
California
– – -475 Closed
FTDI
1216
First Trust Direct Indexing
Massachusetts
– – -445 Closed
BWA
1217
Burt Wealth Advisors
Maryland
– – -443 Closed
TPWA
1218
TRUE Private Wealth Advisors
Oregon
– – -400 Closed
RPWA
1219
Regent Peak Wealth Advisors
Georgia
– – -358 Closed
ICM
1220
Islay Capital Management
Texas
– – -250 Closed
HIM
1221
Hillsdale Investment Management
Ontario, Canada
– – -220 Closed
TCWA
1222
Ten Capital Wealth Advisors
Washington
– – -210 Closed
VCG
1223
Vantage Consulting Group
Virginia
– – -206 Closed
DWP
1224
Destiny Wealth Partners
Florida
– – -142 Closed
CCA
1225
Childress Capital Advisors
Texas
– – -136 Closed
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