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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 %
Dodge & Cox
1
Dodge & Cox
California
$1.85B 21,670,237 +54,436 +0.3%
Primecap Management
2
Primecap Management
California
$1.76B 20,543,800 -1,261,650 -6%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$1.69B 19,768,777 -348,952 -2%
Fisher Asset Management
4
Fisher Asset Management
Washington
$826M 9,657,603 +319,803 +3%
Bank of America
5
Bank of America
North Carolina
$785M 9,189,032 -621,270 -6%
Franklin Resources
6
Franklin Resources
California
$722M 8,444,411 -75,611 -0.9%
Aristotle Capital Management
7
Aristotle Capital Management
California
$676M 7,908,653 +790,589 +11%
Boston Partners
8
Boston Partners
Massachusetts
$501M 5,860,571 -190,564 -3%
Wells Fargo
9
Wells Fargo
California
$497M 5,812,499 -540,304 -9%
UBS Group
10
UBS Group
Switzerland
$430M 5,031,466 -491,485 -9%
Mawer Investment Management
11
Mawer Investment Management
Alberta, Canada
$421M 4,919,280 -1,706,314 -26%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$392M 4,581,365 -88,236 -2%
Charles Schwab
13
Charles Schwab
California
$344M 4,019,291 -544,058 -12%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$331M 3,866,881 +443,841 +13%
Northern Trust
15
Northern Trust
Illinois
$327M 3,826,553 -2,948 -0.1%
Morgan Stanley
16
Morgan Stanley
New York
$243M 2,840,099 +31,106 +1%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$238M 2,779,961 -16,350 -0.6%
Goldman Sachs
18
Goldman Sachs
New York
$230M 2,689,555 +1,060,607 +65%
PPA
19
Parametric Portfolio Associates
Washington
$229M 2,682,505 +80,104 +3%
CCM
20
Cullen Capital Management
New York
$222M 2,592,668 +2,067,642 +394%
Renaissance Technologies
21
Renaissance Technologies
New York
$203M 2,370,339 -2,387,994 -50%
Capital Research Global Investors
22
Capital Research Global Investors
California
$202M 2,365,745 +2,465 +0.1%
State Street
23
State Street
Massachusetts
$172M 2,006,725 -25,566 -1%
MNG
24
Manning & Napier Group
New York
$148M 1,730,347 -407,958 -19%
Ameriprise
25
Ameriprise
Minnesota
$147M 1,725,168 -27,982 -2%
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