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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 %
CB
326
Commerce Bank
Missouri
$2.36M -$10.3K -109 -0.4%
AP
327
Advisor Partners
California
$2.33M -$294K -3,112 -11%
BA
328
Bristlecone Advisors
Washington
$2.3M +$15.1K +160 +0.7%
OC
329
Oarsman Capital
Wisconsin
$2.27M -$25.1K -266 -1%
NB
330
NBT Bank
New York
$2.27M -$20K -212 -0.9%
BFM
331
Boothbay Fund Management
New York
$2.27M -$438K -4,637 -16%
NGA
332
Naples Global Advisors
Florida
$2.26M +$219K +2,315 +11%
TCOT
333
Trust Company of Toledo
Ohio
$2.24M +$32.7K +346 +1%
SPIA
334
Steward Partners Investment Advisory
New York
$2.23M -$30.8K -326 -1%
FC
335
FCA Corp
Texas
$2.21M +$41.9K +444 +2%
FWCM
336
Ferguson Wellman Capital Management
Oregon
$2.2M – – –
HAG
337
HighPoint Advisor Group
Illinois
$2.19M +$1.84M +20,100 +534%
GWM
338
Geneos Wealth Management
Colorado
$2.18M -$102K -1,242 -4%
RC
339
RegentAtlantic Capital
New Jersey
$2.18M -$434K -4,592 -17%
CCM
340
Cox Capital Management
Massachusetts
$2.17M +$79.6K +843 +4%
TPCW
341
TD Private Client Wealth
New York
$2.16M -$116K -1,228 -5%
CPA
342
Court Place Advisors
Maryland
$2.15M -$36.3K -385 -2%
KBG
343
Kahn Brothers Group
New York
$2.12M -$28.3K -300 -1%
CNFG
344
Creegan & Nassoura Financial Group
New Hampshire
$2.1M – – –
VNA
345
Valley National Advisers
Pennsylvania
$2.1M -$54.3K -575 -3%
AC
346
Asio Capital
Kentucky
$2.09M +$115K +1,220 +6%
PAM
347
Palisade Asset Management
Minnesota
$2.09M +$19.2K +203 +0.9%
FWM
348
Frontier Wealth Management
Missouri
$2.09M +$26.3K +279 +1%
T. Rowe Price Associates
349
T. Rowe Price Associates
Maryland
$2.08M -$44M -596,750 -95%
HKAM
350
Horizon Kinetics Asset Management
New York
$2.08M -$119K -1,255 -5%
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