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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 %
PFM
901
Parsec Financial Management
North Carolina
$236K +$17.8K +188 +8%
KA
902
Kovack Advisors
Florida
$235K – – –
WAP
903
Wealthcare Advisory Partners
Pennsylvania
$235K +$235K +2,490 New
DDPIC
904
Deroy & Devereaux Private Investment Counsel
Michigan
$234K – – –
MFG
905
Magnus Financial Group
New York
$234K +$5.48K +58 +2%
WU
906
Wealthsimple US
New York
$234K +$234K +2,483 New
TCB
907
Texas Capital Bancshares
Texas
$233K -$103K -1,094 -31%
CAG
908
Csenge Advisory Group
Florida
$233K -$42.5K -449 -15%
ACWM
909
Adams Chetwood Wealth Management
North Carolina
$232K – – –
OIA
910
Optimum Investment Advisors
Illinois
$232K +$14.1K +150 +6%
SFO
911
Standard Family Office
South Dakota
$232K +$232K +2,460 New
GB
912
Goepper Burkhardt
South Carolina
$231K +$231K +2,450 New
FMW
913
Farr Miller & Washington
District of Columbia
$230K – – –
GLA
914
Great Lakes Advisors
Illinois
$230K +$230K +2,440 New
RWA
915
River Wealth Advisors
Pennsylvania
$229K -$6.8K -72 -3%
PP
916
PDS Planning
Ohio
$228K -$8.12K -86 -3%
AIP
917
ARS Investment Partners
New York
$227K – – –
OIM
918
Oder Investment Management
California
$227K +$227K +2,390 New
SXL
919
Summit X LLC
Missouri
$226K -$11.6K -123 -5%
CFS
920
CRA Financial Services
New Jersey
$226K – – –
WPP
921
Whalerock Point Partners
Rhode Island
$226K +$194K +2,052 +607%
Acadian Asset Management
922
Acadian Asset Management
Massachusetts
$224K +$224K +2,372 New
GLA
923
Good Life Advisors
Pennsylvania
$223K – – –
CWS
924
Cypress Wealth Services
California
$223K +$223K +2,363 New
NCM
925
Noesis Capital Mangement
Florida
$222K -$28.3K -300 -11%
35 36
37
38 39