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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 %
Comerica Bank
101
Comerica Bank
Texas
$16.5M 186,888 +2,473 +1%
EIA
102
Edgemoor Investment Advisors
Maryland
$16.3M 190,185 +1,070 +0.6%
GHA
103
GW Henssler & Associates
Georgia
$16.2M 188,963 +8,558 +5%
KFS
104
Kurt F. Somerville
$15.5M 181,254 +2,170 +1%
JGUA
105
John G. Ullman & Associates
New York
$15.2M 177,464 +7,031 +4%
GGI
106
Godsey & Gibb Inc
Virginia
$15.1M 176,123 +4,966 +3%
FFIC
107
First Fiduciary Investment Counsel
Ohio
$14.8M 173,631 -23,062 -12%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$14.8M 170,532 +21,678 +15%
Voloridge Investment Management
109
Voloridge Investment Management
Florida
$14M 164,097 -245,277 -60%
CIM
110
Corda Investment Management
Texas
$14M 163,670 +540 +0.3%
RMCM
111
Reynders McVeigh Capital Management
Massachusetts
$13.9M 162,347 -32,595 -17%
BG
112
Bahl & Gaynor
Ohio
$13.7M 160,410 -2,360 -1%
BCAM
113
Boston Common Asset Management
Massachusetts
$13.4M 157,331 +10,200 +7%
BS
114
Banco Santander
Spain
$13.3M 155,275 +27,570 +22%
SCCM
115
Schafer Cullen Capital Management
New York
$12.8M 150,035 -1,942,995 -93%
CCMIC
116
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$12.7M 148,200 +16,730 +13%
Mirae Asset Global Investments
117
Mirae Asset Global Investments
South Korea
$12.6M 146,832 -183 -0.1%
GJIC
118
Gamble Jones Investment Counsel
California
$12.5M 146,428 +2,798 +2%
DP
119
DDD Partners
Washington
$12.4M 145,395 +2,713 +2%
CIBC World Market
120
CIBC World Market
Ontario, Canada
$12.3M 144,363 +4,096 +3%
CCM
121
Chilton Capital Management
Texas
$12.2M 142,486 -8,368 -6%
TBA
122
Tower Bridge Advisors
Pennsylvania
$12.2M 142,185 -3,283 -2%
Jones Financial Companies
123
Jones Financial Companies
Missouri
$12M 140,584 +1,598 +1%
GIA
124
Guyasuta Investment Advisors
Pennsylvania
$11.9M 138,968 -3,681 -3%
BFS
125
Bradley Foster & Sargent
Connecticut
$11.8M 138,621 -33,817 -20%
3 4
5
6 7