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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 %
EWA
601
EP Wealth Advisors
California
$607K -$98.5K -1,043 -14%
CIA
602
Capital Investment Advisors
Georgia
$605K +$1.23K +13 +0.2%
MSFP
603
Mark Sheptoff Financial Planning
Connecticut
$604K -$18.9K -200 -3%
JF
604
Jump Financial
Illinois
$601K -$29.6K -313 -5%
ACA
605
Atlas Capital Advisors
Wyoming
$601K – – –
HH
606
Hilltop Holdings
Texas
$600K +$163K +1,727 +37%
APA
607
American Portfolios Advisors
New York
$599K -$39.6K -419 -6%
PL
608
Plancorp LLC
Missouri
$596K – – –
TAM
609
Taurus Asset Management
New York
$595K -$241K -2,550 -29%
EGA
610
E&G Advisors
Texas
$595K – – –
MAA
611
Mraz Amerine & Associates
California
$590K – – –
DTC
612
Davidson Trust Company
Washington
$585K -$19K -202 -3%
TYCC
613
Texas Yale Capital Corp
Florida
$585K – – –
KWM
614
Kingsview Wealth Management
Oregon
$581K -$20K -212 -3%
PP
615
Paloma Partners
Connecticut
$580K +$580K +6,143 New
IP
616
Intellectus Partners
California
$579K -$10.6K -112 -2%
BDS
617
Banco de Sabadell
Florida
$574K +$36.7K +388 +7%
ACM
618
Argyle Capital Management
Pennsylvania
$571K -$168K -1,775 -23%
SC
619
Schulhoff & Co
Ohio
$570K – – –
CK
620
Cohen Klingenstein
New York
$567K – – –
HBWM
621
Hollow Brook Wealth Management
New York
$567K +$567K +6,000 New
V
622
Veritable
Delaware
$565K -$60.2K -638 -10%
FCCM
623
First City Capital Management
Georgia
$564K -$373K -4,046 -40%
LPIC
624
LeJeune Puetz Investment Counsel
Michigan
$563K – – –
GFG
625
Greystone Financial Group
Michigan
$563K +$563K +6,183 New
23 24
25
26 27