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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 %
BPB
926
Badgley, Phelps & Bell
Washington
$221K -$2.83K -30 -1%
LWM
927
Laidlaw Wealth Management
New York
$221K +$221K +2,344 New
MA
928
Mezzasalma Advisors
New Jersey
$220K +$220K +2,331 New
HIM
929
Hotaling Investment Management
Pennsylvania
$219K – – –
GTCM
930
Gyon Technologies Capital Management
New Jersey
$217K +$217K +2,299 New
MWM
931
Modera Wealth Management
New Jersey
$215K +$215K +2,278 New
IIA
932
ICW Investment Advisors
Arizona
$213K -$28.6K -303 -12%
VST
933
Van Strum & Towne
California
$212K -$9.94K -105 -4%
NEAM
934
New England Asset Management
Connecticut
$212K – – –
LWM
935
Liberty Wealth Management
California
$212K +$8.14K +91 +4%
RIA
936
Realta Investment Advisors
Delaware
$211K -$45K -476 -18%
MPCG
937
Matrix Private Capital Group
New York
$211K -$18.7K -198 -8%
RRAM
938
River Road Asset Management
Kentucky
$211K +$211K +2,233 New
MCCP
939
Mission Creek Capital Partners
California
$210K -$7.09K -75 -3%
EIP
940
Epoch Investment Partners
New York
$210K +$210K +2,225 New
EWM
941
Empirical Wealth Management
Washington
$207K +$207K +2,190 New
ERWM
942
Elk River Wealth Management
Colorado
$206K +$206K +2,184 New
SWM
943
SeaCrest Wealth Management
New York
$205K +$205K +2,174 New
BIA
944
Barry Investment Advisors
Massachusetts
$205K +$205K +2,175 New
CSS
945
Cubist Systematic Strategies
Connecticut
$202K -$178K -1,881 -47%
BIM
946
Baldwin Investment Management
Pennsylvania
$202K +$202K +2,142 New
RA
947
RFG Advisory
Alabama
$202K +$202K +2,152 New
Financial Engines Advisors
948
Financial Engines Advisors
California
$201K +$201K +2,124 New
MIP
949
Marietta Investment Partners
Wisconsin
$201K +$201K +2,128 New
CBT
950
CoreFirst Bank & Trust
Kansas
$201K +$201K +2,135 New
36 37
38
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