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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 %
LB
1051
Legacy Bridge
Iowa
$49K – – –
BWM
1052
Baystate Wealth Management
Massachusetts
$48K – – –
MF
1053
Manchester Financial
California
$47K – – –
PCM
1054
Polaris Capital Management
Massachusetts
$47K – – –
AL
1055
ADE LLC
Maryland
$47K +$47K +503 New
PK
1056
Pflug Koory
Nebraska
$46K – – –
EA
1057
Elm Advisors
California
$45K +$45K +475 New
BCA
1058
Berman Capital Advisors
Georgia
$44K -$1.12K -12 -2%
LGWM
1059
Litman Gregory Wealth Management
California
$44K – – –
BCA
1060
Bray Capital Advisors
Florida
$44K – – –
BWA
1061
Burt Wealth Advisors
Maryland
$42K – – –
RBC
1062
Roble Belko & Company
Pennsylvania
$42K – – –
FTDI
1063
First Trust Direct Indexing
Massachusetts
$42K +$42K +445 New
FRA
1064
Front Row Advisors
California
$41K – – –
POIA
1065
Pin Oak Investment Advisors
Texas
$41K – – –
AA
1066
Addison Advisors
Vermont
$40K +$40K +425 New
GEA
1067
Glen Eagle Advisors
New Jersey
$40K +$2.17K +23 +6%
KPCM
1068
Kings Point Capital Management
New York
$39K -$94K -1,000 -71%
EW
1069
Evoke Wealth
California
$38K -$52.5K -560 -58%
BC
1070
Barnett & Company
Tennessee
$37K – – –
TPWA
1071
TRUE Private Wealth Advisors
Oregon
$37K – – –
PMFA
1072
Plante Moran Financial Advisors
Michigan
$37K +$1.04K +11 +3%
ME
1073
McIlrath & Eck
Washington
$35K – – –
RPWA
1074
Regent Peak Wealth Advisors
Georgia
$34K +$34K +358 New
SL
1075
Savior LLC
Massachusetts
$33K – – –
41 42
43
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