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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 %
JC
701
Jacobs & Co
California
$446K – – –
JCM
702
Jacobi Capital Management
Pennsylvania
$446K +$21.8K +231 +5%
CIA
703
Cohen Investment Advisors
New Hampshire
$445K +$445K +4,716 New
AssetMark Inc
704
AssetMark Inc
California
$443K -$59K -625 -12%
BWAM
705
Boyd Watterson Asset Management
Ohio
$443K +$23K +244 +5%
IAA
706
Independent Advisor Alliance
North Carolina
$442K +$44.6K +473 +11%
CWP
707
Curated Wealth Partners
California
$441K +$441K +4,668 New
MAFM
708
Mid Atlantic Financial Management
Pennsylvania
$439K +$11.8K +125 +3%
PIMG
709
Patriot Investment Management Group
Tennessee
$438K -$19.3K -205 -4%
OIA
710
OneDigital Investment Advisors
Kansas
$435K +$30.6K +324 +8%
DWM
711
Dakota Wealth Management
Florida
$434K -$14.5K -154 -3%
QP
712
Quilter Plc
United Kingdom
$433K -$20.2K -214 -4%
MJB
713
Mark J. Bradley
$432K +$432K +4,576 New
OC
714
Oakworth Capital
Alabama
$429K -$9.91K -105 -2%
SIC
715
Salem Investment Counselors
North Carolina
$429K +$7.46K +79 +2%
MLL
716
Moody Lynn & Lieberson
Massachusetts
$428K -$12.3K -130 -3%
AMIM
717
Aull & Monroe Investment Management
Alabama
$423K – – –
NSAM
718
North Star Asset Management
Wisconsin
$422K -$76.5K -811 -15%
FP
719
Financial Perspectives
Minnesota
$421K +$10.5K +111 +3%
FAT
720
First American Trust
California
$418K – – –
FMC
721
First Merchants Corp
Indiana
$414K -$47.3K -500 -10%
AP
722
Appleton Partners
Massachusetts
$413K -$943 -10 -0.2%
FPFS
723
First Personal Financial Services
North Carolina
$413K +$21.1K +223 +5%
ST
724
Spinnaker Trust
Maine
$411K – – –
ARTA
725
A.R.T. Advisors
New York
$411K +$411K +4,349 New
27 28
29
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