NVS icon

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 %
SYBT
826
Stock Yards Bank & Trust
Kentucky
$297K -$23.6K -250 -7%
RCC
827
Red Cedar Capital
Nebraska
$297K – – –
OL
828
Optas LLC
Texas
$296K -$174K -1,847 -37%
LC
829
Lindbrook Capital
California
$296K -$6.13K -65 -2%
BCP
830
Blackhawk Capital Partners
Wisconsin
$296K +$11.7K +134 +4%
HBT
831
Hills Bank & Trust
Iowa
$294K – – –
PCA
832
Peddock Capital Advisors
Massachusetts
$294K +$10.9K +115 +4%
HPCM
833
Hunter Perkins Capital Management
Illinois
$293K +$293K +3,100 New
PMA
834
Prudent Man Advisors
Illinois
$289K -$1.04K -11 -0.4%
EFSCE
835
Enterprise Financial Services Corp (EFSC)
Missouri
$288K -$189 -2 -0.1%
PTP
836
Platform Technology Partners
New York
$288K +$189 +2 +0.1%
BAS
837
Brown Advisory Securities
Maryland
$288K +$37.8K +400 +15%
BP
838
BBR Partners
New York
$286K – – –
HWMG
839
Hurlow Wealth Management Group
Indiana
$286K – – –
VWA
840
V Wealth Advisors
Kansas
$284K +$284K +3,015 New
SC
841
Savant Capital
Illinois
$283K +$660 +7 +0.2%
WT
842
Washington Trust
Rhode Island
$283K +$25.5K +270 +10%
VF
843
Virtu Financial
New York
$282K -$934K -9,897 -77%
DWM
844
Defined Wealth Management
Oregon
$281K +$281K +2,975 New
WI
845
WrapManager Inc
California
$280K -$174K -1,844 -38%
FC
846
Forte Capital
New York
$274K -$10.5K -111 -4%
SLWA
847
San Luis Wealth Advisors
California
$274K +$274K +2,902 New
PCS
848
Personal CFO Solutions
New Jersey
$273K -$157K -1,661 -36%
WAAG
849
Wealth Alliance Advisory Group
Kansas
$273K -$13.9K -147 -5%
New York State Common Retirement Fund
850
New York State Common Retirement Fund
New York
$271K -$89.7K -950 -25%
32 33
34
35 36