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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 %
CTFG
1226
Capstone Triton Financial Group
Oklahoma
– – -120 Closed
CPFP
1227
Clear Perspectives Financial Planning
Ohio
– – -116 Closed
HGWM
1228
Harvest Group Wealth Management
Massachusetts
– – -111 Closed
D
1229
Diversified
Delaware
– – -107 Closed
BSSFA
1230
Baron Silver Stevens Financial Advisors
Florida
– – -106 Closed
SIAG
1231
Safeguard Investment Advisory Group
California
– – -105 Closed
AWG
1232
Altus Wealth Group
Colorado
– – -77 Closed
Parallax Volatility Advisers
1233
Parallax Volatility Advisers
California
– – -57 Closed
KC
1234
Kinloch Capital
Virginia
– – -30 Closed
MFT
1235
Moisand Fitzgerald Tamayo
Florida
– – -11 Closed
GA
1236
GoalVest Advisory
New York
– – -8 Closed
HT
1237
HAP Trading
New York
– – – –
PI
1238
PEAK6 Investments
Illinois
– – – –
SSG
1239
Summit Securities Group
New York
– – – –
Nomura Asset Management
1240
Nomura Asset Management
Japan
– – – –
Walleye Trading
1241
Walleye Trading
New York
– – – –
Simplex Trading
1242
Simplex Trading
Illinois
– – – –
D.E. Shaw & Co
1243
D.E. Shaw & Co
New York
– – – –
Group One Trading
1244
Group One Trading
Illinois
– – – –
TSS
1245
Two Sigma Securities
New York
– – – –
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