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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 %
CHP
726
Cable Hill Partners
Oregon
$408K -$14.2K -150 -3%
OPA
727
Old Port Advisors
Maine
$407K +$50.8K +538 +14%
BBA
728
BLB&B Advisors
Pennsylvania
$406K +$7.09K +75 +2%
ODCM
729
Old Dominion Capital Management
Virginia
$406K +$21.7K +230 +6%
PWP
730
Principle Wealth Partners
Connecticut
$406K +$406K +4,304 New
BL
731
Balentine LLC
Georgia
$405K +$64.6K +685 +19%
CG
732
Caprock Group
Idaho
$402K +$73.7K +781 +22%
HIMCH
733
Hartford Investment Management Co (HIMCO)
Connecticut
$401K – – –
HCA
734
Heck Capital Advisors
Wisconsin
$400K -$661 -7 -0.2%
PC
735
Port Capital
Illinois
$400K – – –
PCG
736
Private Capital Group
Connecticut
$398K -$4.82K -51 -1%
CAM
737
Cozad Asset Management
Illinois
$398K -$4.54K -48 -1%
GWM
738
GSB Wealth Management
Connecticut
$398K – – –
SFS
739
Sowell Financial Services
Arkansas
$395K +$2.17K +23 +0.6%
EI
740
Ellevest Inc
New York
$389K +$115K +1,218 +42%
TFCP
741
Twin Focus Capital Partners
Massachusetts
$389K +$389K +4,122 New
AS
742
Altshuler Shaham
Israel
$388K – – –
SAM
743
Security Asset Management
New York
$388K +$196K +2,075 +102%
FWM
744
Foresight Wealth Management
Utah
$387K +$387K +4,097 New
BJL
745
Brighton Jones LLC
Washington
$382K +$3.02K +32 +0.8%
MIM
746
Merrion Investment Management
New Jersey
$382K +$382K +4,047 New
AMM
747
American Money Management
California
$381K -$104K -1,104 -21%
PWLP
748
Prio Wealth Limited Partnership
Massachusetts
$381K +$88.6K +939 +30%
CFA
749
Carroll Financial Associates
North Carolina
$380K -$18.3K -194 -5%
MCIA
750
Mountain Capital Investment Advisors
Colorado
$379K -$8.87K -94 -2%
28 29
30
31 32