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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 %
VanEck Associates
126
VanEck Associates
New York
$11.8M 137,608 +135 +0.1%
ACM
127
Advisors Capital Management
New Jersey
$11.7M 137,101 +3,329 +2%
TCM
128
Tekla Capital Management
Massachusetts
$11.6M 136,225 -8,300 -6%
RCYC
129
Richard C. Young & Co
Rhode Island
$11.5M 134,116 +8,200 +7%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$11.4M 133,313 +29,186 +28%
William Blair & Company
131
William Blair & Company
Illinois
$11.1M 129,969 -23,444 -15%
GD
132
Grandfield & Dodd
New York
$11M 129,115 -2,203 -2%
TBC
133
Tweedy, Browne Co
Connecticut
$10.9M 127,704 -2,128 -2%
OCAM
134
Onex Canada Asset Management
Ontario, Canada
$10.9M 127,251 +38,928 +44%
WIC
135
Wilkins Investment Counsel
Massachusetts
$10.8M 126,115 -720 -0.6%
SI
136
Scout Investments
Missouri
$10.7M 125,323 -5,632 -4%
Osaic Holdings
137
Osaic Holdings
Arizona
$10.3M 120,045 -11,401 -9%
American Century Companies
138
American Century Companies
Missouri
$9.96M 116,551 +7,159 +7%
Allianz Asset Management
139
Allianz Asset Management
Germany
$9.74M 113,971 -9,495 -8%
FWIA
140
Fort Washington Investment Advisors
Ohio
$9.47M 110,743 -3,700 -3%
CT
141
Cambridge Trust
Massachusetts
$9.22M 107,901 +2,019 +2%
CSIC
142
Clifford Swan Investment Counsel
California
$9.18M 107,330 +1,527 +1%
AAM
143
Advisors Asset Management
Colorado
$8.91M 104,230 -23,512 -18%
DMIC
144
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.83M 103,314 +12,288 +13%
NCM
145
Narwhal Capital Management
Georgia
$8.62M 100,809 -4,273 -4%
ISL
146
Ingalls & Snyder LLC
New York
$8.47M 99,057 +17,177 +21%
TTWM
147
TCV Trust & Wealth Management
Virginia
$8.38M 98,071 +764 +0.8%
MJP
148
Michael J. Puzo
$8.38M 97,987 -611 -0.6%
RG
149
Rathbones Group
United Kingdom
$8.25M 96,458 -1,049 -1%
BCM
150
Buckhead Capital Management
Georgia
$8.23M 96,279 +1,144 +1%
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