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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 %
YIA
676
YHB Investment Advisors
Connecticut
$475K +$1.98K +21 +0.4%
RPC
677
Rossmore Private Capital
Connecticut
$475K +$250K +2,645 +111%
ACM
678
Ategra Capital Management
Virginia
$475K – – –
BOH
679
Bank of Hawaii
Hawaii
$474K +$92.6K +980 +24%
RMDI
680
R.M. Davis Inc
Maine
$471K +$212K +2,241 +82%
HJIM
681
Henry James International Management
New York
$468K – – –
CCG
682
Cypress Capital Group
Florida
$464K -$35.5K -377 -7%
MSA
683
Marino Stram & Associates
Massachusetts
$463K +$4.82K +51 +1%
MCM
684
Murphy Capital Management
New Jersey
$462K -$109K -1,150 -19%
SVWAG
685
Sound View Wealth Advisors Group
Georgia
$462K -$26.2K -277 -5%
JA
686
JVL Associates
Michigan
$462K – – –
1SB
687
1ST Source Bank
Indiana
$460K – – –
RFO
688
RiverGlades Family Offices
Florida
$460K – – –
MCA
689
Mercer Capital Advisers
New Jersey
$458K – – –
Arrowstreet Capital
690
Arrowstreet Capital
Massachusetts
$455K -$161M -1,699,603 -100%
AIP
691
Almanack Investment Partners
Pennsylvania
$454K +$161K +1,702 +55%
BFO
692
Biltmore Family Office
North Carolina
$453K -$161K -1,700 -26%
DSC
693
Duncker Streett & Co
Missouri
$452K -$111K -1,180 -20%
HPCM
694
High Pointe Capital Management
Illinois
$452K +$75.5K +800 +20%
IB
695
Intrust Bank
Kansas
$451K +$451K +4,778 New
HDIM
696
Hanson & Doremus Investment Management
Vermont
$449K +$348K +3,684 +342%
BHC
697
Bowen Hanes & Co
Florida
$448K -$324K -3,435 -42%
VCM
698
Violich Capital Management
California
$448K – – –
CIAS
699
Capital Investment Advisory Services
North Carolina
$447K +$8.49K +90 +2%
EAM
700
Eagle Asset Management
Florida
$446K -$803K -8,520 -64%
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