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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 %
OA
151
Oxbow Advisors
Texas
$8.13M 95,139 -1,819 -2%
GF
152
Gabelli Funds
New York
$8.12M 95,000 -1,000 -1%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$8.08M 88,552 – –
AAIM
154
American Assets Investment Management
California
$8M 93,610 – –
FT
155
Fiduciary Trust
Massachusetts
$7.82M 91,528 -1,760 -2%
WF
156
Welch & Forbes
Massachusetts
$7.77M 90,852 +1,862 +2%
Federated Hermes
157
Federated Hermes
Pennsylvania
$7.73M 90,461 -1,592 -2%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$7.7M 90,039 +2,030 +2%
DP
159
Dearborn Partners
Illinois
$7.59M 88,768 -1,059 -1%
UR
160
USCA RIA
Texas
$7.58M 88,711 +8,478 +11%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$7.43M 86,973 -1,558 -2%
Creative Planning
162
Creative Planning
Kansas
$7.37M 86,243 -3,170 -4%
BCB
163
Brian C. Broderick
$7.3M 85,373 -847 -1%
IHL
164
Investment House LLC
California
$7.26M 84,946 +1,000 +1%
GC
165
Grimes & Company
Massachusetts
$7.19M 84,084 +2,631 +3%
AI
166
Atria Investments
North Carolina
$7.15M 83,627 -3,799 -4%
GG
167
Greenwood Gearhart
Arkansas
$7.12M 83,266 +3,797 +5%
EPAM
168
Euro Pacific Asset Management
Puerto Rico
$7.11M 83,134 -1,211 -1%
TG
169
TCW Group
California
$7.07M 82,719 -261 -0.3%
GC
170
Guardian Capital
Ontario, Canada
$7.07M 82,684 – –
FCH
171
Freestone Capital Holdings
Washington
$7.06M 82,579 +24,947 +43%
APA
172
Allegiant Private Advisors
Florida
$7.03M 82,186 -2,181 -3%
CCM
173
Cohen Capital Management
California
$7.01M 82,026 – –
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$6.93M 81,085 +3,362 +4%
PMG
175
ProVise Management Group
Florida
$6.92M 80,909 +174 +0.2%
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