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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 %
SSCA
851
South Shore Capital Advisors
Massachusetts
$270K +$270K +2,863 New
W
852
WealthStone
Ohio
$269K -$7.64K -81 -3%
BCP
853
Berkeley Capital Partners
Georgia
$267K +$2.37K +25 +0.9%
AWA
854
Arete Wealth Advisors
Illinois
$264K -$624K -6,617 -70%
ESB
855
Essex Savings Bank
Connecticut
$264K -$16.8K -178 -6%
CPIA
856
Cornell Pochily Investment Advisors
New York
$264K +$3.11K +33 +1%
P
857
Palladiem
Pennsylvania
$264K +$264K +2,797 New
BRWM
858
B. Riley Wealth Management
Tennessee
$263K -$7.27K -77 -3%
IC
859
Intersect Capital
California
$262K +$34.5K +365 +15%
HW
860
Hancock Whitney
Mississippi
$261K -$34.3K -364 -12%
SSWM
861
Sheets Smith Wealth Management
North Carolina
$261K -$4.73K -50 -2%
PCA
862
Personal Capital Advisors
California
$260K -$28.5K -302 -10%
PFP
863
Pinnacle Financial Partners
Tennessee
$260K +$20.1K +213 +8%
NL
864
NWAM LLC
Washington
$260K +$260K +2,755 New
OR
865
Olympiad Research
Connecticut
$259K +$259K +2,741 New
MWM
866
Meridian Wealth Management
Kentucky
$259K +$259K +2,750 New
CIC
867
Crawford Investment Counsel
Georgia
$258K +$17.8K +188 +7%
1WM
868
1900 Wealth Management
Texas
$258K +$258K +2,728 New
JIP
869
JBJ Investment Partners
South Carolina
$258K +$258K +2,732 New
AL
870
Aspiriant LLC
California
$257K -$141K -1,500 -35%
MPI
871
Mairs & Power Inc
Minnesota
$255K -$12.3K -130 -5%
SCM
872
Seascape Capital Management
New Hampshire
$255K – – –
Thrivent Financial for Lutherans
873
Thrivent Financial for Lutherans
Minnesota
$254K +$254K +2,689 New
AIC
874
Ameritas Investment Company
Nebraska
$254K +$254K +2,703 New
TSW
875
Thompson Siegel & Walmsley
Virginia
$253K -$4.73K -50 -2%
33 34
35
36 37