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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 %
TCWM
526
Total Clarity Wealth Management
Illinois
$837K -$30.7K -325 -4%
DT
527
Diversified Trust
Tennessee
$834K -$1.42K -15 -0.2%
NHC
528
Nicholas Hoffman & Company
Georgia
$834K +$2.55K +27 +0.3%
AFS
529
Access Financial Services
Minnesota
$832K -$447K -4,731 -35%
AWM
530
Altium Wealth Management
New York
$832K -$173K -1,828 -17%
LDB
531
Lee, Danner & Bass
Tennessee
$830K -$3.4K -36 -0.4%
CCB
532
Cutter & Co Brokerage
Missouri
$825K -$34.5K -365 -4%
CG
533
Colony Group
Massachusetts
$818K -$177K -1,873 -18%
BP
534
Ballentine Partners
Massachusetts
$813K +$18.3K +194 +2%
MFA
535
Mayflower Financial Advisors
Massachusetts
$813K +$813K +8,606 New
PIM
536
Penobscot Investment Management
Massachusetts
$802K -$56.6K -600 -7%
DA
537
Dillon & Associates
Michigan
$799K -$17.9K -190 -2%
AWP
538
Accretive Wealth Partners
New Jersey
$798K +$798K +8,455 New
SCM
539
Salem Capital Management
Massachusetts
$797K – – –
CCP
540
Corient Capital Partners
California
$795K -$302K -3,202 -28%
Kovitz Investment Group Partners
541
Kovitz Investment Group Partners
Illinois
$793K -$47.2K -500 -6%
AWM
542
Aevitas Wealth Management
Massachusetts
$791K – – –
HIC
543
Holderness Investments Company
North Carolina
$784K -$12.3K -130 -2%
AC
544
Alexandria Capital
Virginia
$778K -$14.2K -150 -2%
VWM
545
Venturi Wealth Management
Texas
$778K +$131K +1,386 +20%
FI
546
FormulaFolio Investments
Michigan
$778K +$778K +8,238 New
PVWM
547
Point View Wealth Management
New Jersey
$775K +$25K +265 +3%
CCM
548
Covington Capital Management
California
$771K -$232K -2,460 -23%
LF
549
Lantz Financial
Illinois
$765K +$23.1K +244 +3%
AAM
550
AR Asset Management
California
$760K – – –
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