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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.

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
1
Loomis, Sayles & Company
Massachusetts
$1.9B
2
Bank of America
2
Bank of America
North Carolina
$926M
3
Ameriprise
3
Ameriprise
Minnesota
$166M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$323M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$223M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$449M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$626M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$455K
4
UBS Group
4
UBS Group
Switzerland
$522M
5
Primecap Management
5
Primecap Management
California
$2.06B
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
76
Brown Advisory
Maryland
$28.1M 297,949 -5,684 -2%
SC
77
Saturna Capital
Washington
$28M 296,653 +460 +0.2%
US Bancorp
78
US Bancorp
Minnesota
$27.9M 295,571 +7,536 +3%
EVM
79
Eaton Vance Management
Massachusetts
$26.9M 285,275 +1,154 +0.4%
HighTower Advisors
80
HighTower Advisors
Illinois
$26.8M 283,189 +39,934 +16%
OCM
81
Osterweis Capital Management
California
$26.8M 283,970 +49,365 +21%
BBHC
82
Brown Brothers Harriman & Co
New York
$26.5M 280,189 -61,208 -18%
LPL Financial
83
LPL Financial
California
$25.7M 272,446 +57,043 +26%
GG
84
Gofen & Glossberg
Illinois
$24.7M 261,206 +558 +0.2%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$24.1M 255,717 -50,112 -16%
EHC
86
Everett Harris & Co
California
$23.9M 252,830 +170,286 +206%
CIM
87
Confluence Investment Management
Missouri
$23.3M 247,124 -3,890 -2%
FCI
88
Financial Counselors Inc
Kansas
$22.9M 242,010 +13,058 +6%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$22.8M 241,974 -1,785 -0.7%
OA
90
Oak Associates
Ohio
$22.6M 239,427 – –
BC
91
Bartlett & Co
Ohio
$22.4M 236,702 -4,084 -2%
BCWM
92
Bartlett & Co Wealth Management
Ohio
$22.4M 236,702 -4,084 -2%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$21.9M 232,194 -8,433 -4%
M&T Bank
94
M&T Bank
New York
$21.8M 230,940 -8,218 -3%
Citigroup
95
Citigroup
New York
$21.6M 228,549 +8,485 +4%
PAS
96
Professional Advisory Services
Florida
$21.5M 227,971 +3,884 +2%
JPMPWA
97
J.P. Morgan Private Wealth Advisors
California
$21M 222,511 -14,174 -6%
HTHT
98
Hemenway Trust Hemenway Trust
New Hampshire
$21M 221,907 +5,235 +2%
NPF
99
Norris Perne & French
Michigan
$19.2M 202,945 +27,411 +16%
MTC
100
McDaniel Terry & Co
Texas
$19M 201,069 +3,981 +2%
2 3
4
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