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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.

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
1
Loomis, Sayles & Company
Massachusetts
$1.9B
2
Bank of America
2
Bank of America
North Carolina
$926M
3
Ameriprise
3
Ameriprise
Minnesota
$166M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$323M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$223M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$449M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$626M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$455K
4
UBS Group
4
UBS Group
Switzerland
$522M
5
Primecap Management
5
Primecap Management
California
$2.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$154M -$10.2M -108,059 -6%
ClearBridge Investments
27
ClearBridge Investments
New York
$149M +$745K +7,893 +0.5%
Lazard Asset Management
28
Lazard Asset Management
New York
$141M -$35.4M -374,806 -20%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$137M -$7.96M -84,276 -5%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$137M -$70.8M -749,624 -34%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$124M +$11.3M +120,181 +10%
Natixis Advisors
32
Natixis Advisors
Massachusetts
$123M +$20.4M +215,686 +20%
RJA
33
Raymond James & Associates
Florida
$116M +$6.16M +65,283 +6%
SI
34
Scharf Investments
California
$113M -$1.4M -14,815 -1%
AG
35
Aperio Group
California
$112M +$5.86M +62,090 +6%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109M -$9.14M -96,746 -8%
EARNEST Partners
37
EARNEST Partners
Georgia
$93.7M +$1.95M +20,661 +2%
Invesco
38
Invesco
Georgia
$92.2M -$55.7M -590,111 -38%
Truist Financial
39
Truist Financial
North Carolina
$84.3M +$5.17M +54,765 +7%
MAM
40
Madison Asset Management
Wisconsin
$83.3M +$3.2M +33,915 +4%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$81.4M +$2.22M +23,536 +3%
Chevy Chase Trust
42
Chevy Chase Trust
Maryland
$79.2M -$1.54M -16,328 -2%
SEI Investments
43
SEI Investments
Pennsylvania
$74.4M -$719K -7,618 -1%
JWBC
44
John W. Bristol & Co
New York
$71.3M -$104K -1,097 -0.1%
BlackRock
45
BlackRock
New York
$65.4M -$26.9M -284,823 -29%
DLA
46
Douglas Lane & Associates
New York
$59.8M +$5.33M +56,433 +10%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$58.1M -$1.6M -16,924 -3%
First Trust Advisors
48
First Trust Advisors
Illinois
$57.4M +$2.09M +22,184 +4%
Macquarie Group
49
Macquarie Group
Australia
$57.2M -$2.29M -24,286 -4%
CCM
50
Cullen Capital Management
New York
$49.6M -$11.3M -119,909 -19%
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