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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 %
FBC
201
Fairfield, Bush & Co
Connecticut
$5.56M 65,003 -610 -0.9%
ZAM
202
Zevin Asset Management
Massachusetts
$5.36M 62,679 +5,576 +10%
PP
203
Patten & Patten
Tennessee
$5.3M 61,997 -1,772 -3%
BIC
204
Beach Investment Counsel
Pennsylvania
$5.15M 60,292 – –
SC
205
Sepio Capital
Utah
$5.1M 59,645 +59,645 New
NW
206
NewEdge Wealth
Pennsylvania
$5.07M 59,320 +41,929 +241%
PNC
207
Park National Corp
Ohio
$4.99M 58,341 -20,524 -26%
Cambridge Investment Research Advisors
208
Cambridge Investment Research Advisors
Iowa
$4.98M 58,290 +651 +1%
PSC
209
Prentiss Smith & Co
Vermont
$4.96M 57,986 -6,919 -11%
LOPW
210
Live Oak Private Wealth
North Carolina
$4.95M 57,861 +5,518 +11%
FGP
211
Foyston, Gordon, & Payne
Ontario, Canada
$4.82M 56,373 -877 -2%
FP
212
Financial Perspectives
Minnesota
$4.76M 406,970 +402,509 +9,023%
TCCM
213
Timber Creek Capital Management
Massachusetts
$4.76M 55,660 +23,316 +72%
Citadel Advisors
214
Citadel Advisors
Florida
$4.74M 55,498 -95,723 -63%
ARMC
215
American Research & Management Company
Massachusetts
$4.74M 55,469 -962 -2%
Millennium Management
216
Millennium Management
New York
$4.67M 54,673 +24,114 +79%
PHS
217
Pekin Hardy Strauss
Illinois
$4.67M 54,619 -2,813 -5%
WT
218
Whittier Trust
California
$4.66M 54,485 -1,676 -3%
M
219
MOTCO
Texas
$4.62M 54,026 +2,231 +4%
MGIA
220
Matthew Goff Investment Advisor
Texas
$4.6M 53,842 -362 -0.7%
PPW
221
Parcion Private Wealth
Washington
$4.56M 53,363 +7,857 +17%
FVWA
222
Foster Victor Wealth Advisors
South Carolina
$4.52M 52,194 +7,358 +16%
UCFA
223
United Capital Financial Advisors
Texas
$4.35M 50,929 -1,179 -2%
GCM
224
Garland Capital Management
Washington
$4.35M 50,855 +150 +0.3%
CQS
225
Credential Qtrade Securities
$4.34M 50,830 +4,725 +10%
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