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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 %
DAM
1126
Delta Asset Management
Tennessee
$12K +$7.2K +75 +150%
CBT
1127
Central Bank & Trust
Kentucky
$11K – – –
CPFP
1128
Clear Perspectives Financial Planning
Ohio
$11K +$11K +116 New
CTFG
1129
Capstone Triton Financial Group
Oklahoma
$11K +$11K +120 New
HGWM
1130
Harvest Group Wealth Management
Massachusetts
$10K – – –
MIFH
1131
Migdal Insurance & Financial Holdings
Israel
$10K – – –
NC
1132
NewSquare Capital
Pennsylvania
$10K – – –
MAM
1133
Meeder Asset Management
Ohio
$10K +$7.09K +73 +243%
BSSFA
1134
Baron Silver Stevens Financial Advisors
Florida
$10K +$10K +106 New
MAM
1135
McCarthy Asset Management
California
$10K +$10K +108 New
CPA
1136
Cowen Prime Advisors
New York
$9K – – –
JFGIW
1137
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K – – –
RCA
1138
Ranch Capital Advisors
Florida
$9K – – –
AFG
1139
Albion Financial Group
Utah
$9K +$9K +91 New
SIAG
1140
Safeguard Investment Advisory Group
California
$9K +$9K +105 New
D
1141
Diversified
Delaware
$9K +$9K +107 New
CAL
1142
Capital Advisors Ltd
Ohio
$8K – – –
CAGAS
1143
Capital Advisory Group Advisory Services
Minnesota
$8K – – –
AWG
1144
Altus Wealth Group
Colorado
$8K +$8K +77 New
AP
1145
Atwood & Palmer
Missouri
$7K – – –
APWA
1146
Atlas Private Wealth Advisors
New Jersey
$7K – – –
SIAP
1147
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K – – –
BAMG
1148
Brand Asset Management Group
Missouri
$6K – – –
HI
1149
Human Investing
Oregon
$6K – – –
SWA
1150
Sutton Wealth Advisors
Florida
$5.01K – – –
44 45
46
47 48