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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 %
WEC
1001
Winslow Evans & Crocker
Massachusetts
$106K +$19.3K +204 +22%
CAAS
1002
Capital Asset Advisory Services
Michigan
$103K +$103K +1,088 New
HI
1003
Hudock Inc
Pennsylvania
$101K – – –
HCP
1004
Hexagon Capital Partners
Arkansas
$101K – – –
BAM
1005
Barrett Asset Management
New York
$99K – – –
CFG
1006
CKW Financial Group
Hawaii
$94K -$23.5K -250 -20%
CWM
1007
Cedar Wealth Management
California
$94K – – –
FA
1008
Fortis Advisors
Pennsylvania
$94K – – –
MRCM
1009
M&R Capital Management
New Jersey
$93K – – –
SIM
1010
Sonora Investment Management
Arizona
$93K +$16.9K +179 +22%
HR
1011
Howe & Rusling
New York
$90K -$14.6K -154 -14%
BFC
1012
Bedel Financial Consulting
Indiana
$90K -$565 -6 -0.6%
AF
1013
Advisornet Financial
Minnesota
$88K -$190 -2 -0.2%
JWM
1014
Janiczek Wealth Management
Colorado
$88K +$51.4K +542 +140%
FFC
1015
First Financial Corp
Indiana
$86K -$1.52K -16 -2%
FPCG
1016
Fort Pitt Capital Group
Pennsylvania
$86K +$86K +906 New
LF
1017
Lee Financial
Texas
$85K – – –
EIP
1018
Ellis Investment Partners
Pennsylvania
$84K – – –
PR
1019
Payden & Rygel
California
$83K – – –
TAIM
1020
TD Ameritrade Investment Management
Nebraska
$83K +$7K +74 +9%
DAC
1021
Dividend Assets Capital
South Carolina
$83K +$83K +882 New
KFI
1022
Key Financial Inc
Pennsylvania
$81K +$81K +859 New
GWS
1023
Glassman Wealth Services
Virginia
$80K -$3.31K -35 -4%
IBOK
1024
Independence Bank of Kentucky
Kentucky
$77K -$4.7K -50 -6%
TIAM2
1025
Tru Independence Asset Management 2
Oregon
$77K +$77K +818 New
39 40
41
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