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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 %
ATC
276
Argent Trust Co
Tennessee
$3.47M -$296K -3,139 -8%
HWA
277
Heritage Way Advisors
Illinois
$3.47M -$110K -1,162 -3%
ABP
278
Arthur B. Page
$3.41M +$30.7K +325 +0.9%
SAM
279
Smithbridge Asset Management
Pennsylvania
$3.39M -$55.2K -585 -2%
WIC
280
Woodmont Investment Counsel
Tennessee
$3.37M +$90.8K +961 +3%
CCM
281
Canal Capital Management
Virginia
$3.35M +$48K +508 +1%
SSB
282
Sandy Spring Bank
Maryland
$3.32M -$401K -4,248 -11%
CAM
283
Cubic Asset Management
Massachusetts
$3.31M +$57.6K +610 +2%
SF
284
Synovus Financial
Georgia
$3.31M -$5.19K -55 -0.2%
CCA
285
Catalyst Capital Advisors
New York
$3.29M – – –
WTC
286
WhitTier Trust Company
Nevada
$3.24M -$79.1K -837 -2%
MC
287
Moors & Cabot
Massachusetts
$3.19M -$25.6K -271 -0.8%
MIM
288
Marco Investment Management
Georgia
$3.19M +$1.94M +20,575 +156%
RFM
289
Royal Fund Management
Florida
$3.18M -$102K -1,082 -3%
MNBTD
290
Moody National Bank Trust Division
Texas
$3.12M +$567 +6 +0%
BF
291
BOK Financial
Oklahoma
$3.09M -$439K -4,647 -12%
TCCM
292
Timber Creek Capital Management
Massachusetts
$3.05M +$18.9K +200 +0.6%
AllianceBernstein
293
AllianceBernstein
Tennessee
$3.03M +$82.1K +869 +3%
EGA
294
Eagle Global Advisors
Texas
$2.99M -$84.1K -890 -3%
Millennium Management
295
Millennium Management
New York
$2.89M -$10.1M -107,089 -78%
ANI
296
American National Insurance
Texas
$2.88M – – –
SL
297
Summitry LLC
California
$2.88M +$69K +731 +2%
LBC
298
Lawrence B. Cohen
$2.87M +$22.9K +242 +0.8%
TW
299
Transform Wealth
Colorado
$2.82M -$1.38M -14,629 -33%
PCM
300
Parsons Capital Management
Rhode Island
$2.8M +$215K +2,278 +8%
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