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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 %
NME
251
Notis-McConarty Edward
$4.21M +$60.9K +645 +1%
PSUF
252
People's United Financial
Connecticut
$4.17M -$488K -5,165 -10%
Twin Tree Management
253
Twin Tree Management
Texas
$4.17M +$2.24M +23,713 +116%
PAG
254
Private Advisor Group
New Jersey
$4.16M +$644K +6,823 +18%
NPT
255
Nixon Peabody Trust
Massachusetts
$4.15M -$39.1K -414 -0.9%
ZCA
256
Zeke Capital Advisors
Pennsylvania
$4.11M +$2.71M +28,735 +194%
PAM
257
Private Asset Management
California
$4.1M -$165K -1,750 -4%
HKIM
258
Hayek Kallen Investment Management
Alabama
$4.08M -$2.64K -28 -0.1%
TD Asset Management
259
TD Asset Management
Ontario, Canada
$4.02M -$1.28M -13,575 -24%
MVIP
260
Mar Vista Investment Partners
California
$4.02M – – –
WHG
261
Westwood Holdings Group
Texas
$3.96M +$1.83M +19,432 +87%
CCT
262
Country Club Trust
Missouri
$3.94M -$283K -3,000 -7%
VFA
263
Voya Financial Advisors
Connecticut
$3.94M -$176K -1,866 -4%
LNWWM
264
Laird Norton Wetherby Wealth Management
California
$3.9M +$81.4K +862 +2%
DSA
265
Davis Selected Advisers
Arizona
$3.9M +$227K +2,408 +6%
SG Americas Securities
266
SG Americas Securities
New York
$3.87M +$1.92M +20,365 +99%
CFB
267
Cullen/Frost Bankers
Texas
$3.73M -$116K -1,233 -3%
CCMINC
268
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.68M +$76.5K +810 +2%
OC
269
Oppenheimer & Co
New York
$3.67M -$24.9K -264 -0.7%
HTC
270
Haverford Trust Company
Pennsylvania
$3.66M +$397K +4,200 +12%
RJT
271
Raymond James Trust
Florida
$3.59M -$12.7K -135 -0.4%
RFC
272
Regions Financial Corp
Alabama
$3.55M -$642K -6,795 -15%
WA
273
WealthTrust Axiom
Pennsylvania
$3.52M -$70.7K -749 -2%
MOS
274
MGO One Seven
Ohio
$3.5M -$101K -1,209 -3%
SSWM
275
Smith Salley Wealth Management
North Carolina
$3.47M -$24.6K -261 -0.7%
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