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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 %
NL
1151
NVWM LLC
Pennsylvania
$5K -$613K -6,010 -99%
Parallax Volatility Advisers
1152
Parallax Volatility Advisers
California
$5K -$67.2K -766 -93%
HWM
1153
HighMark Wealth Management
Minnesota
$5K -$8.52K -92 -63%
FBT
1154
First Bank & Trust
South Dakota
$5K -$3.3K -37 -40%
MCM
1155
Manchester Capital Management
Vermont
$5K +$5K +53 New
KFS
1156
Kelly Financial Services
Massachusetts
$4.44K – – –
PG
1157
Proffitt & Goodson
Tennessee
$4K -$1.22K -14 -23%
AFS
1158
Annapolis Financial Services
Maryland
$4K +$4K +45 New
CWA
1159
Carolina Wealth Advisors
South Carolina
$3K -$4.32K -49 -59%
Nisa Investment Advisors
1160
Nisa Investment Advisors
Missouri
$3K – – –
FFA
1161
Freedman Financial Associates
Massachusetts
$3K +$3K +27 New
CAL
1162
Capital Analysts LLC
Pennsylvania
$3K +$3K +28 New
KC
1163
Kinloch Capital
Virginia
$3K +$3K +30 New
TLFA
1164
True Link Financial Advisors
California
$3K +$3K +34 New
AIC
1165
Archer Investment Corporation
Indiana
$2.27K – – –
DI
1166
Disciplined Investments
Oklahoma
$2K -$19.7K -197 -91%
LWA
1167
Lowe Wealth Advisors
Maryland
$2K – – –
CCM
1168
Cribstone Capital Management
Maine
$2K – – –
FGAM
1169
Financial Gravity Asset Management
Texas
$2K +$2K +19 New
IFAM
1170
Institutional & Family Asset Management
Colorado
$1K -$29.2K -321 -97%
GA
1171
GoalVest Advisory
New York
$1K +$1K +8 New
MFT
1172
Moisand Fitzgerald Tamayo
Florida
$1K +$1K +11 New
CBTWT
1173
Community Bank & Trust (Waco, Texas)
Texas
$552 +$64 +673 +13%
AIM
1174
Axiom Investment Management
New York
$523 -$1.4K -4,038 -73%
TI
1175
tru Independence
Oregon
$158 +$5 +53 +3%
45 46
47
48 49