Novartis
NVS
1,177 hedge funds and large institutions have $21.5B invested in Novartis in 2020 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 379 increasing their positions, 437 reducing their positions, and 71 closing their positions.
109% more call options, than puts
Call options by funds: $245M | Put options by funds: $117M
106% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 71
9% more capital invested
Capital invested by funds: $19.7B → $21.5B (+$1.86B)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
5% more funds holding
Funds holding: 1,119 → 1,177 (+58)
0.07% more ownership
Funds ownership: 9.17% → 9.24% (+0.07%)
13% less repeat investments, than reductions
Existing positions increased: 379 | Existing positions reduced: 437
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$840M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$149M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$55.7M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$46.3M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$39.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$168M |
| 2 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$165M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$149M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$98.7M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$69.1M |
NVS Hedge Fund Activity: Q4 2020 in Review
1,177 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q4 2020, worth a combined $21.5B — up 9.5% from $19.7B a quarter earlier.
Buyers outnumbered sellers: 146 funds opened new NVS positions and 71 closed out — a net gain of 75 holders — while 379 added to existing stakes and 437 trimmed.
The largest buyer was Loomis, Sayles & Company, adding an estimated $840M. The largest seller was Renaissance Technologies, cutting an estimated $168M.
- 1,177 institutional investors held Novartis (NVS) as of Q4 2020, up from 1,119 in Q3 2020.
- Funds reported $21.5B of Novartis stock for Q4 2020, up 9.5% quarter-over-quarter.
- 146 funds opened new Novartis positions in Q4 2020 and 71 closed out, a net change of +75 holders.
- The largest Novartis buyer in Q4 2020 was Loomis, Sayles & Company, an estimated $840M added.
- The largest Novartis seller in Q4 2020 was Renaissance Technologies, an estimated $168M sold.
Based on aggregated 13F filings for Q4 2020.