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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 %
PT
751
Plimoth Trust
Massachusetts
$378K -$106K -1,123 -22%
CAM
752
CenterStar Asset Management
Illinois
$378K – – –
CAS
753
Coppell Advisory Solutions
Texas
$375K +$375K +3,972 New
GTAM
754
Global Trust Asset Management
Florida
$372K +$2.83K +30 +0.8%
CHA
755
Carmichael Hill & Associates
Maryland
$369K – – –
WCF
756
West Coast Financial
California
$367K – – –
GIA
757
Gladstone Institutional Advisory
Florida
$363K -$42.5K -450 -10%
NFG
758
Next Financial Group
Texas
$360K +$23.3K +247 +7%
SFG
759
Summit Financial Group
West Virginia
$357K – – –
RTC
760
Riverview Trust Company
Washington
$355K – – –
LFA
761
Legacy Financial Advisors
Kentucky
$355K +$93.7K +993 +36%
NDSI
762
Newman Dignan & Sheerar Inc
Rhode Island
$353K -$27.2K -288 -7%
PWA
763
Physician Wealth Advisors
Utah
$353K -$19K -213 -5%
PFBT
764
Parkside Financial Bank & Trust
Missouri
$352K +$12.3K +130 +4%
IA
765
IFG Advisory
Georgia
$351K +$6.04K +64 +2%
AA
766
Argent Advisors
Louisiana
$351K +$11.1K +118 +3%
SAM
767
S.A. Mason
Michigan
$348K – – –
FAM
768
Formidable Asset Management
Ohio
$347K – – –
IRC
769
Investors Research Corp
Georgia
$345K – – –
FMWA
770
Forvis Mazars Wealth Advisors
Missouri
$345K +$95.8K +1,014 +38%
RHAM
771
Round Hill Asset Management
California
$344K – – –
AA
772
Ancora Advisors
Ohio
$344K +$18.7K +198 +6%
MMHP
773
Murphy Middleton Hinkle & Parker
Georgia
$343K -$8.03K -85 -2%
TLCM
774
Twin Lakes Capital Management
California
$343K +$343K +3,637 New
IPW
775
Inlet Private Wealth
Florida
$342K – – –
29 30
31
32 33