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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 %
TW
576
TrinityPoint Wealth
Connecticut
$671K +$479 +5 +0.1%
TU
577
TDAM USA
Ontario, Canada
$670K -$566 -6 -0.1%
Diamond Hill Capital Management
578
Diamond Hill Capital Management
Ohio
$668K +$306K +3,240 +85%
SW
579
SlateStone Wealth
Florida
$666K – – –
BTWM
580
Baker Tilly Wealth Management
Wisconsin
$662K +$662K +7,008 New
NAM
581
NTV Asset Management
West Virginia
$659K – – –
PWPS
582
Pinnacle Wealth Planning Services
Ohio
$656K +$127K +1,350 +24%
CPA
583
Clear Perspective Advisors
Illinois
$644K -$29.5K -312 -4%
WJWM
584
Williams Jones Wealth Management
New York
$643K -$1.7K -18 -0.3%
PM
585
Penbrook Management
New York
$638K – – –
ABTD
586
Arvest Bank Trust Division
Oklahoma
$635K +$143K +1,516 +29%
LNC
587
Lincoln National Corp
Pennsylvania
$634K -$15.1K -160 -2%
CNC
588
Canandaigua National Corp
New York
$634K -$9.83K -104 -2%
ACP
589
Ashfield Capital Partners
California
$633K -$4.25K -45 -0.7%
BFS
590
Bard Financial Services
Connecticut
$631K +$631K +6,680 New
GI
591
Gradient Investments
Minnesota
$627K -$55.3K -636 -8%
GDP
592
Great Diamond Partners
Maine
$625K +$295K +3,130 +89%
FIM
593
Freedom Investment Management
Connecticut
$622K -$101K -1,068 -14%
CA
594
Cetera Advisors
Colorado
$621K -$57.1K -605 -8%
TNB
595
Thomasville National Bank
Georgia
$621K -$38.2K -404 -6%
MA
596
Montag & Associates
Georgia
$620K -$118K -1,250 -16%
SS
597
Sunbelt Securities
Texas
$620K -$9.07K -96 -1%
ACS
598
Archford Capital Strategies
Illinois
$616K +$18.5K +197 +3%
Artisan Partners
599
Artisan Partners
Wisconsin
$614K +$614K +6,500 New
WGA
600
Weather Gauge Advisory
Virginia
$608K -$189K -2,000 -24%
22 23
24
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