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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 %
MWM
551
Minot Wealth Management
Massachusetts
$759K -$68.9K -729 -8%
KF
552
Krilogy Financial
Missouri
$758K +$44.7K +473 +6%
MIC
553
Means Investment Company
Maine
$757K +$2.76K +30 +0.4%
BL
554
BFSG LLC
California
$757K +$21.2K +225 +3%
MWM
555
Mission Wealth Management
California
$754K -$145K -1,532 -16%
BCM
556
Brookstone Capital Management
Illinois
$752K -$7.84K -83 -1%
IWP
557
Icon Wealth Partners
Texas
$752K +$189K +1,997 +33%
MSAM
558
Moloney Securities Asset Management
Missouri
$751K -$406K -4,300 -35%
BCM
559
Brooktree Capital Management
Michigan
$743K -$39.7K -420 -5%
PA
560
Parallel Advisors
California
$737K +$14.8K +157 +2%
PFWA
561
Paces Ferry Wealth Advisors
Georgia
$734K +$202K +2,144 +38%
RWM
562
Ritholtz Wealth Management
New York
$732K +$21.9K +232 +3%
Prudential Financial
563
Prudential Financial
New Jersey
$725K +$171K +1,815 +31%
EFS
564
Essex Financial Services
Connecticut
$717K +$183K +1,942 +34%
WC
565
Woodstock Corp
Massachusetts
$712K – – –
FTUS
566
Flow Traders U.S.
New York
$708K +$708K +7,497 New
BRWA
567
B. Riley Wealth Advisors
Florida
$707K -$133K -1,401 -16%
WKWM
568
Walter & Keenan Wealth Management
Indiana
$706K – – –
CFGS
569
Concourse Financial Group Securities
Alabama
$706K +$311K +3,295 +79%
VA
570
Valmark Advisers
Ohio
$705K +$399K +4,232 +131%
JDR
571
Jay D. Rosenbaum
$703K +$68.4K +725 +11%
VFA
572
Valeo Financial Advisors
Indiana
$681K +$945 +10 +0.1%
QCG
573
Quadrant Capital Group
Ohio
$678K +$3.21K +34 +0.5%
VC
574
Veracity Capital
Georgia
$672K -$97.9K -1,036 -13%
AIIMS
575
Analyst IMS Investment Management Services
Israel
$671K -$267K -2,824 -28%
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