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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 %
ABC
476
Associated Banc-Corp
Wisconsin
$1.09M -$25.2K -267 -2%
MWM
477
Mattern Wealth Management
Kansas
$1.09M -$82.3K -872 -7%
JFA
478
JNBA Financial Advisors
Minnesota
$1.08M -$41K -434 -4%
GWM
479
Greenwich Wealth Management
Connecticut
$1.07M – – –
PGAM
480
Princeton Global Asset Management
New Jersey
$1.06M -$37.7K -399 -3%
KIC
481
Kensington Investment Counsel
California
$1.06M +$1.06M +11,171 New
CIC
482
Carnegie Investment Counsel
Ohio
$1.05M -$66.6K -705 -6%
MA
483
Mutual Advisors
Nebraska
$1.05M -$59.9K -634 -5%
BCM
484
BTC Capital Management
Iowa
$1.05M +$113K +1,197 +12%
CAN
485
Cetera Advisor Networks
California
$1.05M -$46.2K -489 -4%
SPC
486
Sigma Planning Corp
Michigan
$1.04M -$52.1K -552 -5%
CC
487
Cannell & Co
New York
$1.04M – – –
TNB
488
TCF National Bank
South Dakota
$1.04M – – –
MWA
489
Moser Wealth Advisors
Washington
$1.02M – – –
FFWA
490
FRG Family Wealth Advisors
Washington
$1.02M -$68.9K -730 -6%
WA
491
Wealth Alliance
New York
$1.02M -$65.1K -689 -6%
GA
492
GFS Advisors
Texas
$989K – – –
DC
493
Davenport & Co
Virginia
$984K +$55.4K +587 +6%
CTC
494
Central Trust Company
Missouri
$978K -$43.5K -461 -4%
FB
495
Fulton Bank
Pennsylvania
$974K +$101K +1,068 +12%
FFG
496
Fortem Financial Group
California
$973K -$10.4K -110 -1%
FHB
497
First Hawaiian Bank
Hawaii
$973K -$7.74K -82 -0.8%
HF
498
HRT Financial
New York
$965K +$965K +10,223 New
CI
499
CX Institutional
Indiana
$963K -$1.23K -13 -0.1%
RCM
500
Radnor Capital Management
Pennsylvania
$961K +$4.72K +50 +0.5%
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