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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 %
OCM
976
Orion Capital Management
California
$137K +$137K +1,450 New
FNBOSM
977
First National Bank of South Miami
Florida
$129K – – –
JWA
978
JFS Wealth Advisors
Pennsylvania
$129K +$64.8K +687 +101%
FWM
979
FSA Wealth Management
Massachusetts
$129K +$129K +1,368 New
MMG
980
Monetary Management Group
Missouri
$127K – – –
ICP
981
Interchange Capital Partners
Pennsylvania
$126K +$126K +1,342 New
HFS
982
Hantz Financial Services
Michigan
$125K -$199K -2,108 -61%
IA
983
IFP Advisors
Florida
$125K -$24.6K -260 -16%
GCM
984
Gables Capital Management
Florida
$121K – – –
CHC
985
City Holding Co
West Virginia
$120K – – –
CFO
986
CVA Family Office
Colorado
$120K – – –
TJHA
987
Thomas J. Herzfeld Advisors
Florida
$116K – – –
SFSIG
988
San Francisco Sentry Investment Group
California
$116K – – –
VCM
989
Vigilant Capital Management
Maine
$115K – – –
SBSB
990
Sullivan, Bruyette, Speros & Blaney
Virginia
$114K +$114K +1,210 New
PO
991
Private Ocean
California
$113K – – –
TC
992
Truvestments Capital
Florida
$113K +$44.4K +475 +65%
TC
993
Tacita Capital
Ontario, Canada
$113K +$113K +1,200 New
RMC
994
Resources Management Corp
Connecticut
$112K – – –
EP
995
Eudaimonia Partners
Tennessee
$111K – – –
TI
996
Truehand Inc
New Hampshire
$110K – – –
BG
997
Bollard Group
Massachusetts
$108K – – –
HWA
998
HHM Wealth Advisors
Tennessee
$108K – – –
COCM
999
Charter Oak Capital Management
New Hampshire
$108K +$108K +1,148 New
MHR
1000
Matthew Hamilton Rosenberg
$106K – – –
38 39
40
41 42