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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 %
CA
626
Cullinan Associates
Kentucky
$558K – – –
SCA
627
Snowden Capital Advisors
New York
$557K +$271K +2,874 +95%
BMO
628
Beck Mack & Oliver
New York
$552K -$3.4K -36 -0.6%
MAM
629
Mastrapasqua Asset Management
Tennessee
$545K -$5.98M -63,340 -92%
B
630
Bellecapital
Switzerland
$539K +$28.5K +302 +6%
AWE
631
Avidian Wealth Enterprises
Texas
$535K +$11.3K +120 +2%
CG
632
CFO4Life Group
Texas
$534K – – –
CGL
633
Clarius Group LLC
Washington
$534K +$9.64K +102 +2%
LJAC
634
L.J. Altfest & Co
New York
$531K +$531K +5,619 New
MG
635
Mather Group
Illinois
$528K -$9.91K -105 -2%
TNBTD
636
Trustmark National Bank Trust Department
Mississippi
$528K – – –
DJSG
637
D.J. St. Germain
Massachusetts
$527K -$5.95K -63 -1%
ST
638
Smithfield Trust
Pennsylvania
$526K – – –
OBGC
639
O'Brien Greene & Co
Pennsylvania
$526K – – –
NNP
640
Nachman Norwood & Parrott
South Carolina
$525K -$4.15K -44 -0.8%
FHA
641
Flagship Harbor Advisors
Massachusetts
$525K +$32K +339 +6%
AAS
642
Avantax Advisory Services
Texas
$524K -$573K -6,079 -52%
QI
643
Qtron Investments
Massachusetts
$520K +$15.9K +168 +3%
AFM
644
Andesa Financial Management
Pennsylvania
$519K -$153K -1,627 -23%
IWM
645
IHT Wealth Management
Illinois
$519K +$68.4K +724 +15%
DDC
646
DF Dent & Co
Maryland
$517K – – –
SW
647
StrongBox Wealth
Missouri
$516K -$93.5K -990 -15%
HSA
648
HBK Sorce Advisory
Pennsylvania
$515K -$56.4K -598 -10%
SFA
649
Sequoia Financial Advisors
Ohio
$514K +$20.7K +219 +4%
AIA
650
Armor Investment Advisors
North Carolina
$512K +$139K +1,469 +37%
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