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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 %
RWA
651
Ropes Wealth Advisors
Massachusetts
$511K -$49.8K -527 -9%
EIM
652
Essex Investment Management
Massachusetts
$503K -$7.08K -75 -1%
GW
653
GW & Wade
Massachusetts
$501K +$501K +5,308 New
IFWM
654
Institute for Wealth Management
Colorado
$500K +$5.01K +53 +1%
FFM
655
Fullerton Fund Management
Singapore
$500K +$306K +3,243 +158%
DAS
656
Dynamic Advisor Solutions
Arizona
$493K +$211K +2,229 +75%
WANY
657
Wealthspire Advisors (New York)
New York
$492K +$230K +2,435 +88%
BS
658
Boenning & Scattergood
Pennsylvania
$491K +$3.78K +40 +0.8%
JWS
659
Juncture Wealth Strategies
Arizona
$491K +$94.4K +1,000 +24%
BB
660
Busey Bank
Illinois
$490K -$219K -2,320 -31%
ECM
661
Evergreen Capital Management
Washington
$490K +$68.9K +730 +16%
BOPW
662
Brandywine Oak Private Wealth
Pennsylvania
$489K -$6.99K -74 -1%
SRC
663
Shufro Rose & Co
New York
$488K +$1.23K +13 +0.3%
MBT
664
Montecito Bank & Trust
California
$487K – – –
FPS
665
Fieldpoint Private Securities
Connecticut
$486K -$357K -3,777 -42%
NCM
666
Northwest Capital Management
Oregon
$486K -$2.83K -30 -0.6%
MMPW
667
Mitchell McLeod Pugh & Williams
Alabama
$486K – – –
VBCG
668
Valley Brook Capital Group
Pennsylvania
$486K +$486K +5,151 New
BFC
669
Blue Fin Capital
Rhode Island
$485K +$137K +1,449 +39%
H
670
HoyleCohen
California
$484K -$14.2K -150 -3%
Lido Advisors
671
Lido Advisors
California
$478K -$19.2K -204 -4%
SRC
672
Sage Rhino Capital
California
$478K +$378 +4 +0.1%
NP
673
NorthRock Partners
Minnesota
$477K -$47.5K -503 -9%
SAG
674
Spotlight Asset Group
Illinois
$477K +$23.1K +245 +5%
BWA
675
BDO Wealth Advisors
Florida
$476K +$3.59K +38 +0.8%
25 26
27
28 29