NVS icon

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 %
ECM
351
EagleClaw Capital Management
Massachusetts
$2.08M – – –
MCP
352
Mirador Capital Partners
California
$2.04M +$246K +2,601 +14%
AWM
353
AE Wealth Management
Kansas
$2.01M +$108K +1,147 +6%
CIA
354
Cascade Investment Advisors
Oregon
$2.01M +$31.6K +335 +2%
CBN
355
Cadence Bank NA
Texas
$1.97M -$12.7K -134 -0.6%
AI
356
Ariel Investments
Illinois
$1.93M +$1.23K +13 +0.1%
GT
357
Greenleaf Trust
Michigan
$1.93M +$7.46K +79 +0.4%
AAS
358
Annex Advisory Services
Wisconsin
$1.92M +$1.92M +20,380 New
GIP
359
Greatmark Investment Partners
Georgia
$1.91M -$58.3K -618 -3%
LCM
360
Logan Capital Management
Pennsylvania
$1.9M -$79.9K -846 -4%
AMG
361
Advisors Management Group
Wisconsin
$1.9M -$17.8K -189 -0.9%
MCG
362
MACRO Consulting Group
New Jersey
$1.89M +$37.1K +394 +2%
MCM
363
McKinley Capital Management
Alaska
$1.88M -$51.6K -546 -3%
CCC
364
Chelsea Counsel Company
California
$1.87M – – –
Toronto Dominion Bank
365
Toronto Dominion Bank
Ontario, Canada
$1.84M -$26K -276 -1%
LWCFA
366
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.84M -$149K -1,574 -7%
HFA
367
HC Financial Advisors
California
$1.84M +$154K +1,628 +9%
MA
368
MUFG Americas
New York
$1.83M -$283K -2,997 -13%
ST
369
Somerset Trust
Pennsylvania
$1.81M -$661 -7 -0%
LBC
370
Lowe Brockenbrough & Co
Virginia
$1.8M -$24.5K -259 -1%
CP
371
Covenant Partners
Tennessee
$1.8M +$855K +9,055 +91%
LWAC
372
Laurel Wealth Advisors (California)
California
$1.77M -$1.7K -18 -0.1%
BEAM
373
Baker Ellis Asset Management
Washington
$1.77M -$17K -180 -1%
Cetera Investment Advisers
374
Cetera Investment Advisers
Illinois
$1.76M +$1.52M +16,045 +633%
S
375
SignatureFD
Georgia
$1.75M +$51.4K +544 +3%
13 14
15
16 17