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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 %
AAM
776
Aureus Asset Management
Massachusetts
$342K +$378 +4 +0.1%
JWCA
777
J.W. Cole Advisors
Florida
$341K -$344K -3,635 -50%
MSS
778
Mitchell Sinkler & Starr
Pennsylvania
$340K -$99K -1,050 -23%
PTC
779
Private Trust Company
Ohio
$340K +$47.2K +500 +16%
RhumbLine Advisers
780
RhumbLine Advisers
Massachusetts
$340K +$340K +3,600 New
9WM
781
9258 Wealth Management
Ohio
$339K +$11.3K +120 +3%
1WA
782
180 Wealth Advisors
Washington
$338K -$111K -1,149 -25%
PCM
783
Pointe Capital Management
Michigan
$335K -$13.3K -141 -4%
FLAM
784
First Light Asset Management
Minnesota
$334K – – –
OAM
785
Occidental Asset Management
California
$333K -$4.82K -51 -1%
ATIA
786
American Trust Investment Advisors
New Hampshire
$333K +$33.1K +350 +11%
BHWM
787
Bar Harbor Wealth Management
New Hampshire
$332K -$70.7K -748 -18%
KCM
788
Kendall Capital Management
Maryland
$332K +$15.1K +160 +5%
LFAS
789
Level Four Advisory Services
Texas
$329K -$10.2K -108 -3%
VIM
790
Vista Investment Management
Pennsylvania
$328K -$49.5K -524 -13%
LW
791
Linscomb Wealth
Texas
$328K +$4.34K +46 +1%
KMWM
792
Keudell/Morrison Wealth Management
Oregon
$326K -$5.38K -57 -2%
PFSC
793
Peoples Financial Services Corp
Pennsylvania
$324K – – –
CDH
794
Charles D. Hyman
$322K +$3.31K +35 +1%
CWM
795
Circle Wealth Management
New Jersey
$322K +$77.3K +818 +32%
SCM
796
Shelton Capital Management
Colorado
$321K +$37.8K +400 +13%
PB
797
Pinnacle Bancorp
Nebraska
$320K – – –
WAM
798
Weatherly Asset Management
California
$318K -$8.96K -95 -3%
FLI
799
Family Legacy Inc
South Carolina
$317K -$7.09K -75 -2%
KCM
800
Kanawha Capital Management
Virginia
$317K – – –
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