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Novartis
NVS

Overview Fund Activity

1,175 hedge funds and large institutions have $21.5B invested in Novartis in 2020 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 378 increasing their positions, 436 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,175
Holders Change
+58
Holders Change %
+5.19%
% of All Funds
20.85%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
145
Increased
378
Reduced
436
Closed
70
Calls
$245M
Puts
$117M
Net Calls
+$128M
Net Calls Change
+$74.4M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$908M
2
Bank of America
Bank of America
North Carolina
+$161M
3
Ameriprise
Ameriprise
Minnesota
+$60.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$50.1M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$43M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$182M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$178M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$161M
4
UBS Group
UBS Group
Switzerland
-$107M
5
Primecap Management
Primecap Management
California
-$72.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
226
Hamel Associates
New Jersey
$4.96M -$57.6K -610 -1%
LOPW
227
Live Oak Private Wealth
North Carolina
$4.94M +$404K +4,274 +9%
UCFA
228
United Capital Financial Advisors
Texas
$4.92M -$190K -2,007 -4%
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$4.92M +$17.5K +185 +0.4%
M
230
MOTCO
Texas
$4.89M +$127K +1,342 +3%
LNB
231
Ledyard National Bank
$4.86M -$11.2K -119 -0.2%
GCM
232
Garland Capital Management
Washington
$4.79M -$18.9K -200 -0.4%
SGA
233
Strategic Global Advisors
California
$4.72M -$163K -1,727 -3%
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$4.67M -$45.6K -483 -1%
TCM
235
Telos Capital Management
California
$4.63M +$127K +1,340 +3%
ANTB
236
AMG National Trust Bank
Colorado
$4.61M +$1.59M +16,869 +53%
Susquehanna International Group
237
Susquehanna International Group
Pennsylvania
$4.6M +$4.07M +43,102 +771%
CAM
238
Carret Asset Management
New York
$4.52M +$54.8K +580 +1%
Pacer Advisors
239
Pacer Advisors
Pennsylvania
$4.48M +$2.15M +22,799 +92%
KeyBank National Association
240
KeyBank National Association
Ohio
$4.48M -$392K -4,156 -8%
FA
241
FDx Advisors
Illinois
$4.46M +$435K +4,609 +11%
LBA
242
Lowell Blake & Associates
Massachusetts
$4.4M +$220K +2,330 +5%
FNBT
243
FineMark National Bank & Trust
Florida
$4.36M -$9.46M -100,207 -68%
CQS
244
Credential Qtrade Securities
$4.35M +$290K +3,073 +7%
BIAS
245
Beacon Investment Advisory Services
New Jersey
$4.35M -$225K -2,384 -5%
NIM
246
Northeast Investment Management
Massachusetts
$4.3M -$285K -3,013 -6%
PPW
247
Parcion Private Wealth
Washington
$4.3M +$305K +3,235 +8%
GCA
248
Guardian Capital Advisors
Ontario, Canada
$4.28M +$64.8K +685 +2%
Mariner
249
Mariner
Kansas
$4.26M +$805K +8,527 +23%
FVWA
250
Foster Victor Wealth Advisors
South Carolina
$4.23M +$563K +5,965 +15%
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