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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 %
DBRC
451
D.B. Root & Company
Pennsylvania
$1.25M -$14.8K -157 -1%
GQG Partners
452
GQG Partners
Florida
$1.25M +$1.25M +13,214 New
UBS AM
453
UBS AM
Illinois
$1.24M +$682K +7,227 +121%
BPA
454
Beacon Pointe Advisors
California
$1.23M +$179K +1,889 +17%
FANJ
455
Financial Architects (New Jersey)
New Jersey
$1.22M -$26K -275 -2%
WS
456
Wedbush Securities
California
$1.21M -$66.8K -707 -5%
SAM
457
Silvercrest Asset Management
New York
$1.21M +$32K +339 +3%
FAM
458
Fred Alger Management
New York
$1.19M -$1.23M -13,067 -51%
WA
459
Wambolt & Associates
Colorado
$1.18M +$52.9K +560 +5%
TF
460
TIAA FSB
Florida
$1.18M +$1.18M +12,504 New
TCA
461
Transcend Capital Advisors
New Jersey
$1.17M +$55.9K +592 +5%
NSB
462
Norway Savings Bank
Maine
$1.17M -$6.61K -70 -0.6%
CS
463
Comerica Securities
Michigan
$1.17M +$1.61K +17 +0.1%
HCM
464
Hall Capital Management
Rhode Island
$1.17M +$14.1K +149 +1%
BCM
465
Becker Capital Management
Oregon
$1.15M – – –
LC
466
LCNB Corp
Ohio
$1.15M -$37.8K -400 -3%
SGI
467
Summit Global Investments
Utah
$1.15M +$230K +2,440 +25%
BSW
468
Buckingham Strategic Wealth
Missouri
$1.14M +$21K +222 +2%
RPSA
469
Richard P. Slaughter Associates
Texas
$1.14M +$35.5K +376 +3%
Capital Fund Management (CFM)
470
Capital Fund Management (CFM)
France
$1.13M -$766K -8,117 -40%
FIA
471
FNY Investment Advisers
New York
$1.13M +$656K +6,950 +139%
MCM
472
MAI Capital Management
Ohio
$1.13M +$30.3K +321 +3%
AC
473
Abbrea Capital
California
$1.12M +$31.3K +331 +3%
CWM
474
Cordatus Wealth Management
Pennsylvania
$1.11M +$2.74K +29 +0.2%
GL
475
Graypoint LLC
New York
$1.09M -$199K -2,106 -15%
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