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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 %
OFG
426
OmniStar Financial Group
North Carolina
$1.37M -$56.6K -599 -4%
CB
427
CNB Bank
Pennsylvania
$1.36M +$111K +1,174 +9%
PAS
428
Park Avenue Securities
New York
$1.35M +$48.7K +516 +4%
SFA
429
Semmax Financial Advisors
North Carolina
$1.35M +$228K +2,418 +20%
AIA
430
AIMZ Investment Advisors
California
$1.35M – – –
FAIM
431
Financial Advocates Investment Management
Washington
$1.34M -$15.7K -166 -1%
Barclays
432
Barclays
United Kingdom
$1.34M -$10.4M -109,662 -89%
TNA
433
True North Advisors
Texas
$1.34M -$81.4K -862 -6%
ACM
434
Ativo Capital Management
Illinois
$1.33M – – –
JIC
435
Johnson Investment Counsel
Ohio
$1.33M +$36.2K +383 +3%
JWBC
436
J.W. Burns & Co
New York
$1.33M -$27.4K -290 -2%
KIA
437
KCM Investment Advisors
California
$1.32M +$60.4K +639 +5%
CAM
438
Cypress Asset Management
Texas
$1.32M -$9.44K -100 -0.7%
DWT
439
Dorsey & Whitney Trust
South Dakota
$1.31M -$6.61K -70 -0.5%
Squarepoint
440
Squarepoint
New York
$1.31M -$271K -2,874 -17%
ADMI
441
Albert D. Mason Inc
Massachusetts
$1.3M +$13.8K +146 +1%
FHC
442
First Horizon Corporation
Tennessee
$1.28M +$189 +2 +0%
BFEC
443
Benjamin F. Edwards & Company
Missouri
$1.28M -$111K -1,176 -8%
SB
444
Simmons Bank
Arkansas
$1.28M -$480K -5,082 -27%
VCA
445
Verdence Capital Advisors
Maryland
$1.27M -$253K -2,675 -17%
SWP
446
Stratos Wealth Partners
Ohio
$1.27M -$202K -2,137 -14%
SS
447
Simplicity Solutions
Minnesota
$1.27M +$90.2K +955 +8%
PFS
448
Physicians Financial Services
North Carolina
$1.27M -$26.1K -277 -2%
PAMG
449
Patton Albertson Miller Group
Tennessee
$1.26M -$109K -1,192 -8%
TCOO
450
Trust Company of Oklahoma
Oklahoma
$1.25M -$28.6K -303 -2%
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