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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 %
EDRH
1026
Edmond de Rothschild Holding
Switzerland
$76K – – –
FWM
1027
Focused Wealth Management
New York
$75K -$2.37K -25 -3%
EWA
1028
Evolution Wealth Advisors
Florida
$74K -$49.2K -521 -40%
PFO
1029
Pathstone Family Office
New Jersey
$73K +$1.24K +13 +2%
CFFP
1030
Center for Financial Planning
Michigan
$69K +$59.6K +632 +632%
BNP Paribas Financial Markets
1031
BNP Paribas Financial Markets
France
$66.7K +$2.93K +31 +5%
PWMG
1032
Prestige Wealth Management Group
New Jersey
$66K -$6.56K -70 -9%
BWM
1033
BerganKDV Wealth Management
Minnesota
$65K -$478K -5,090 -88%
AWA
1034
Arkadios Wealth Advisors
Georgia
$65K +$65K +690 New
SWM
1035
Sugarloaf Wealth Management
Georgia
$64K – – –
AWM
1036
Accel Wealth Management
Iowa
$64K +$64K +682 New
IF
1037
Ironwood Financial
Arizona
$62K +$34.4K +363 +124%
CWM
1038
Curi Wealth Management
North Carolina
$61K +$61K +649 New
FCB
1039
First Command Bank
Texas
$58K – – –
FCFS
1040
First Command Financial Services
Texas
$58K – – –
LWA
1041
Lenox Wealth Advisors
New York
$58K +$16K +170 +38%
KAS
1042
Kemnay Advisory Services
New York
$57K – – –
AJ
1043
Ashburton (Jersey)
Jersey
$57K – – –
CWA
1044
Clearview Wealth Advisors
Oregon
$57K +$57K +600 New
AWA
1045
Artemis Wealth Advisors
New York
$55.4K – – –
ONST
1046
Old North State Trust
North Carolina
$52K -$101K -1,069 -66%
HFA
1047
Hoover Financial Advisors
Pennsylvania
$52K +$52K +546 New
AA
1048
AlphaMark Advisors
Kentucky
$51K -$26.2K -275 -34%
ST
1049
Sageworth Trust
Pennsylvania
$50K – – –
SWP
1050
ShoreHaven Wealth Partners
New Jersey
$50K +$50K +525 New
40 41
42
43 44