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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 %
CT
376
Coastline Trust
Rhode Island
$1.75M +$31.2K +330 +2%
BFO
377
Boston Family Office
Massachusetts
$1.73M – – –
FFA
378
First Foundation Advisors
California
$1.7M +$19.5K +207 +1%
III
379
Independent Investors Inc
New York
$1.69M – – –
LG
380
LaFleur & Godfrey
Michigan
$1.69M -$202K -2,142 -11%
VVP
381
Venture Visionary Partners
Ohio
$1.68M +$1.17M +12,367 +229%
TC
382
TownSquare Capital
Utah
$1.67M +$41.6K +441 +3%
SIA
383
Sit Investment Associates
Minnesota
$1.65M – – –
DWA
384
Douglass Winthrop Advisors
New York
$1.65M -$59K -625 -3%
NW
385
NewEdge Wealth
Pennsylvania
$1.64M +$1.64M +17,391 New
AT
386
Arden Trust
Delaware
$1.64M -$18.2K -193 -1%
HNB
387
Huntington National Bank
Ohio
$1.64M -$166K -1,758 -9%
RGC
388
Roberts, Glore & Co
Illinois
$1.63M -$2.08K -22 -0.1%
IRAG
389
Investment Research & Advisory Group
Georgia
$1.61M +$48.1K +509 +3%
NAM
390
NorthCoast Asset Management
Connecticut
$1.61M -$40.2K -425 -2%
WOC
391
West Oak Capital
California
$1.61M +$26.4K +280 +2%
PCA
392
Providence Capital Advisors
North Carolina
$1.59M +$162K +1,715 +11%
Cerity Partners
393
Cerity Partners
New York
$1.58M -$73.7K -780 -4%
CCA
394
Checchi Capital Advisers
California
$1.57M -$73.3K -776 -4%
S
395
SimplyRich
California
$1.56M -$11.7K -124 -0.7%
GC
396
Guggenheim Capital
Illinois
$1.56M -$611K -6,477 -28%
Kayne Anderson Rudnick Investment Management
397
Kayne Anderson Rudnick Investment Management
California
$1.56M -$44.2K -468 -3%
HCM
398
Hutner Capital Management
Vermont
$1.55M -$16.9K -179 -1%
AAM
399
Azzad Asset Management
Virginia
$1.54M +$46.4K +491 +3%
SWM
400
Sculati Wealth Management
Michigan
$1.53M -$49.1K -520 -3%
14 15
16
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