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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 %
IIC
401
Ironwood Investment Counsel
Arizona
$1.52M +$225K +2,380 +17%
RIL
402
Rothschild Investment LLC
Illinois
$1.52M – – –
RG
403
Rikoon Group
New Mexico
$1.51M -$6.89K -73 -0.5%
1832 Asset Management
404
1832 Asset Management
Ontario, Canada
$1.5M +$113K +1,267 +8%
AWM
405
Avior Wealth Management
Nebraska
$1.5M +$812K +8,603 +118%
AL
406
Arnhold LLC
New York
$1.5M – – –
IWC
407
Integrated Wealth Concepts
Massachusetts
$1.49M +$227K +2,409 +18%
PG
408
Patten Group
Tennessee
$1.47M -$21.7K -230 -1%
GAM
409
Griffin Asset Management
New York
$1.47M -$3.03M -32,110 -67%
FWM
410
Fairhaven Wealth Management
Illinois
$1.46M +$291K +3,080 +25%
STC
411
Sarah T. Connolly
$1.46M +$1.46M +15,439 New
SFG
412
SevenBridge Financial Group
Pennsylvania
$1.45M – – –
ONB
413
Old National Bancorp
Indiana
$1.45M -$171K -1,806 -11%
BFA
414
Benedict Financial Advisors
Georgia
$1.45M -$3.31K -35 -0.2%
AWM
415
Aberdeen Wealth Management
Illinois
$1.44M – – –
KPWS
416
Kestra Private Wealth Services
Texas
$1.43M +$926K +9,808 +182%
MPPW
417
Mitchell & Pahl Private Wealth
Oklahoma
$1.43M +$1.43M +15,120 New
SW
418
SVB Wealth
Massachusetts
$1.43M +$53.3K +564 +4%
VPIM
419
Vanguard Personalized Indexing Management
California
$1.42M +$3.87K +41 +0.3%
CA
420
Cambridge Advisors
Nebraska
$1.41M – – –
Luther King Capital Management (LKCM)
421
Luther King Capital Management (LKCM)
Texas
$1.4M -$127K -1,346 -8%
FDCDDQ
422
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.39M -$86.6K -917 -6%
HL
423
HeadInvest LLC
Maine
$1.39M +$174K +1,844 +14%
Bessemer Group
424
Bessemer Group
New Jersey
$1.39M +$31.5K +334 +2%
WSFS
425
Wilmington Savings Fund Society
Delaware
$1.38M -$105K -1,112 -7%
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