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

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$449M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$626M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$455K
4
UBS Group
UBS Group
Switzerland
$522M
5
Primecap Management
Primecap Management
California
$2.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1076
Selective Wealth Management
Virginia
$33K +$9.63K +103 +41%
TFM
1077
TFC Financial Management
Massachusetts
$32K – – –
TCM
1078
Tradewinds Capital Management
Washington
$28K – – –
MAM
1079
Marquette Asset Management
Minnesota
$28K – – –
CLOS
1080
Compagnie Lombard Odier SCmA
Switzerland
$28K +$28K +300 New
AF
1081
Allworth Financial
California
$27K -$23.6K -250 -47%
ADL
1082
Asset Dedication LLC
California
$27K – – –
RIM
1083
Rockbridge Investment Management
New York
$27K – – –
LWANC
1084
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K – – –
PWA
1085
Phoenix Wealth Advisors
North Carolina
$27K +$27K +284 New
CFD
1086
Creative Financial Designs
Indiana
$26K -$4.7K -49 -15%
CA
1087
Centerpoint Advisors
Massachusetts
$26K – – –
FMTCOCP
1088
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K – – –
ICM
1089
Islay Capital Management
Texas
$24K – – –
PCFFS
1090
Pacific Center for Financial Services
California
$24K – – –
SBL
1091
Sargent Bickham Lagudis
Colorado
$23K – – –
TFGT
1092
TS Financial Group (TSFG)
Illinois
$23K +$4.05K +43 +21%
SC
1093
Sawyer & Company
Massachusetts
$22K – – –
KTC
1094
Kistler-Tiffany Companies
Pennsylvania
$22K – – –
TC
1095
Trust Company
Kansas
$22K +$3.03K +32 +16%
CTB
1096
Country Trust Bank
Illinois
$22K +$3.36K +35 +18%
HIM
1097
Hillsdale Investment Management
Ontario, Canada
$21K +$6.68K +70 +47%
TAM
1098
Tucker Asset Management
Colorado
$20.6K +$20.6K +218 New
TCWA
1099
Ten Capital Wealth Advisors
Washington
$20K +$20K +210 New
MFA
1100
McClarren Financial Advisors
Pennsylvania
$20K +$20K +212 New
42 43
44
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