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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 %
RHBC
501
R.H. Bluestein & Co
Michigan
$954K – – –
NRS
502
Neville Rodie & Shaw
New York
$938K – – –
DFA
503
Delta Financial Advisors
Louisiana
$938K – – –
LA
504
Latitude Advisors
Florida
$927K +$927K +9,814 New
HCMT
505
Highland Capital Management (Tennessee)
Tennessee
$922K +$70.8K +750 +8%
RC
506
Roundview Capital
New Jersey
$919K +$3.78K +40 +0.4%
WP
507
WealthSource Partners
California
$918K -$2.36K -25 -0.3%
DMC
508
Drexel Morgan & Co
Pennsylvania
$918K – – –
MYIA
509
Mount Yale Investment Advisors
Colorado
$914K +$325K +3,446 +55%
BMC
510
Beaton Management Company
Massachusetts
$913K -$16.6K -176 -2%
CB
511
Community Bank
New York
$909K -$219K -2,320 -19%
KLC
512
Knowledge Leaders Capital
Colorado
$898K – – –
TIM
513
Thornburg Investment Management
New Mexico
$885K – – –
CRB
514
Chad R. Baker
$879K – – –
AC
515
Arjuna Capital
North Carolina
$878K +$45.1K +477 +5%
AIM
516
Anchor Investment Management
South Carolina
$861K -$18.9K -200 -2%
B
517
Bailard
California
$858K +$51.9K +550 +6%
FNB
518
Farmers National Bank
Kentucky
$854K +$854K +9,047 New
EI
519
Ethic Inc
New York
$853K +$368K +3,890 +76%
LOIM
520
Liberty One Investment Management
Illinois
$852K +$17K +180 +2%
LSAG
521
Lake Street Advisors Group
New Hampshire
$850K -$309K -3,266 -27%
CCFCSB
522
Cape Cod Five Cents Savings Bank
Massachusetts
$846K -$24.3K -257 -3%
SN
523
Sittner & Nelson
Oregon
$845K +$845K +8,945 New
KFC
524
Klingenstein Fields & Co
New York
$841K +$18.9K +200 +2%
CPWA
525
Cerro Pacific Wealth Advisors
California
$841K +$841K +8,907 New
19 20
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