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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 %
ARG
876
Advisory Resource Group
Oklahoma
$251K +$18.3K +194 +8%
RIA
877
Regal Investment Advisors
Michigan
$251K +$251K +2,663 New
OCG
878
Opus Capital Group
Ohio
$250K -$6.6K -70 -3%
PP
879
Pacifica Partners
Canada
$250K – – –
RT
880
Rockland Trust
Massachusetts
$249K -$6.79K -72 -3%
CC
881
Chicago Capital
Illinois
$249K – – –
HPC
882
HM Payson & Co
Maine
$247K -$52.9K -560 -18%
WI
883
Wintrust Investments
Illinois
$247K -$1.79K -19 -0.7%
DY
884
Dowling & Yahnke
California
$246K -$10K -106 -4%
SSA
885
South Street Advisors
New York
$246K – – –
ACA
886
Aptus Capital Advisors
Alabama
$245K +$94 +1 +0%
TFA
887
Tranquilli Financial Advisor
New Jersey
$245K +$245K +2,594 New
VCWA
888
Vanguard Capital Wealth Advisors
Colorado
$245K +$245K +2,607 New
LCM
889
LCM Capital Management
Illinois
$245K +$245K +2,622 New
SFO
890
Stokes Family Office
Louisiana
$244K +$19.8K +210 +9%
BMWM
891
Brown Miller Wealth Management
Virginia
$244K +$244K +2,587 New
22CM
892
20/20 Capital Management
California
$244K +$244K +2,723 New
SAM
893
SignalPoint Asset Management
Missouri
$241K – – –
NCM
894
Northside Capital Management
Oregon
$240K – – –
MCM
895
Mitchell Capital Management
Kansas
$239K +$15.1K +160 +7%
MGIA
896
Moneta Group Investment Advisors
Missouri
$239K +$15.3K +162 +7%
CA
897
Claro Advisors
Massachusetts
$237K -$63K -668 -21%
CL
898
CPWM LLC
Washington
$237K +$15.6K +166 +7%
RE
899
RBC Europe
United Kingdom
$236K – – –
CIA
900
Choate Investment Advisors
Massachusetts
$236K +$13.7K +145 +6%
34 35
36
37 38