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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
1
Loomis, Sayles & Company
Massachusetts
$1.9B
2
Bank of America
2
Bank of America
North Carolina
$926M
3
Ameriprise
3
Ameriprise
Minnesota
$166M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$323M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$223M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$449M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$626M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$455K
4
UBS Group
4
UBS Group
Switzerland
$522M
5
Primecap Management
5
Primecap Management
California
$2.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital World Investors
51
Capital World Investors
California
$44.9M +$11.4M +120,702 +34%
MIS
52
Morningstar Investment Services
Illinois
$44.3M -$1.85M -19,558 -4%
MIP
53
Mondrian Investment Partners
United Kingdom
$42.4M -$627K -6,637 -1%
JFL
54
Jarislowsky, Fraser Ltd
Quebec, Canada
$40.8M -$2.01M -21,243 -5%
SFM
55
Sphera Funds Management
Israel
$40.5M +$13.6M +144,000 +51%
Fayez Sarofim & Co
56
Fayez Sarofim & Co
Texas
$40M -$161K -1,700 -0.4%
Fiera Capital (Canada)
57
Fiera Capital (Canada)
Quebec, Canada
$39.9M -$1.45M -15,307 -3%
Voloridge Investment Management
58
Voloridge Investment Management
Florida
$38.7M +$6.52M +69,079 +20%
TH
59
TCTC Holdings
Texas
$38.2M -$82.6K -875 -0.2%
Stifel Financial
60
Stifel Financial
Missouri
$37.6M +$31.9K +338 +0.1%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$36.1M +$2.34M +24,827 +7%
SBH
62
Segall Bryant & Hamill
Illinois
$35.1M -$19M -201,023 -35%
WFMPM
63
Woodley Farra Manion Portfolio Management
Indiana
$34.5M +$358K +3,793 +1%
WG
64
Welch Group
Alabama
$34M +$446K +4,726 +1%
DADC
65
D.A. Davidson & Co
Montana
$33.3M +$1.2M +12,657 +4%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$32.9M -$1.7M -18,018 -5%
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$32.9M +$5.9M +62,502 +22%
MAP
68
Managed Asset Portfolios
Michigan
$31.8M +$78K +826 +0.2%
CCMG
69
Clark Capital Management Group
Pennsylvania
$31.2M -$853K -9,032 -3%
NPA
70
Nichols & Pratt Advisers
Massachusetts
$30.6M -$583K -6,173 -2%
TAM
71
Tocqueville Asset Management
New York
$29M -$609K -6,450 -2%
CCM
72
Causeway Capital Management
California
$28.9M -$891K -9,440 -3%
Balyasny Asset Management
73
Balyasny Asset Management
Illinois
$28.6M +$28.6M +303,004 New
First Manhattan
74
First Manhattan
New York
$28.3M +$21.2M +224,598 +297%
OAM
75
Oppenheimer Asset Management
New York
$28.2M +$37.4K +396 +0.1%
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