NVS icon

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 %
MCM
176
Mengis Capital Management
Oregon
$6.9M 80,742 +7,373 +10%
New York State Common Retirement Fund
177
New York State Common Retirement Fund
New York
$6.86M 80,283 +77,414 +2,698%
EVM
178
Evelyn V. Moreno
$6.76M 79,029 +165 +0.2%
OMC
179
Old Mission Capital
Illinois
$6.61M 77,265 -110,468 -59%
PGFC
180
Peapack-Gladstone Financial Corp
New Jersey
$6.6M 77,254 -553 -0.7%
PA
181
Pinnacle Associates
New York
$6.47M 75,730 -1,572 -2%
TCOV
182
Trust Company of Vermont
Vermont
$6.36M 74,441 -7,826 -10%
BUB
183
BBVA USA Bancshares
Texas
$6.36M 74,414 +6,320 +9%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$6.35M 74,263 -7,717 -9%
AllianceBernstein
185
AllianceBernstein
Tennessee
$6.31M 73,847 +41,805 +130%
FF
186
FourThought Financial
Florida
$6.31M 73,835 -9,099 -11%
AUB
187
Atlantic Union Bankshares
Virginia
$5.99M 70,100 +773 +1%
SWK
188
Stephen W. Kidder
$5.97M 69,791 -4,580 -6%
Deutsche Bank
189
Deutsche Bank
Germany
$5.89M 68,901 -28,964 -30%
KAS
190
Kestra Advisory Services
Texas
$5.85M 68,378 -50,665 -43%
Barclays
191
Barclays
United Kingdom
$5.83M 68,172 +53,993 +381%
Twin Tree Management
192
Twin Tree Management
Texas
$5.81M 67,920 +23,733 +54%
MML Investors Services
193
MML Investors Services
Massachusetts
$5.73M 67,057 -1,198 -2%
CGH
194
Crossmark Global Holdings
Texas
$5.7M 66,680 -12,706 -16%
AIA
195
Avalon Investment & Advisory
Texas
$5.68M 66,500 -6,711 -9%
CNB
196
Camden National Bank
Maine
$5.62M 65,789 -619 -0.9%
CNC
197
Camden National Corporation
Maine
$5.62M 65,789 +65,789 New
FPTW
198
Franklin, Parlapiano, Turner & Welch
Texas
$5.62M 65,685 +2,897 +5%
LBA
199
Lowell Blake & Associates
Massachusetts
$5.6M 65,551 +18,963 +41%
Geode Capital Management
200
Geode Capital Management
Massachusetts
$5.6M 65,511 +8,024 +14%
6 7
8
9 10