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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 %
WIM
1176
Westside Investment Management
California
$4 – – –
Point72 Asset Management
1177
Point72 Asset Management
Connecticut
– -$69.1M -794,930 Closed
Capital International Investors
1178
Capital International Investors
California
– -$67.9M -780,185 Closed
VOYA Investment Management
1179
VOYA Investment Management
Georgia
– -$54.3M -624,044 Closed
Qube Research & Technologies (QRT)
1180
Qube Research & Technologies (QRT)
United Kingdom
– -$6.02M -69,165 Closed
PL
1181
Parkwood LLC
Ohio
– -$5.14M -59,078 Closed
CS
1182
Credit Suisse
Switzerland
– -$4.85M -55,713 Closed
BIMC
1183
Benson Investment Management Company
Virginia
– -$3.54M -40,725 Closed
D.E. Shaw & Co
1184
D.E. Shaw & Co
New York
– -$3.23M -37,158 Closed
DWA
1185
Dorsey Wright & Associates
California
– -$2.9M -33,287 Closed
SEC
1186
Seven Eight Capital
New York
– -$2.35M -26,987 Closed
Russell Investments Group
1187
Russell Investments Group
United Kingdom
– -$2.29M -26,299 Closed
TCBWMS
1188
Texas Capital Bank Wealth Management Services
Texas
– -$2.25M -25,860 Closed
ECM
1189
ExodusPoint Capital Management
New York
– -$1.42M -16,297 Closed
TCM
1190
Traynor Capital Management
Pennsylvania
– -$1.22M -14,449 Closed
ACI
1191
AMP Capital Investors
Australia
– -$1.21M -13,904 Closed
NERM
1192
New England Research & Management
Illinois
– -$1.09M -12,558 Closed
GIM
1193
Goelzer Investment Management
Indiana
– -$740K -8,506 Closed
KWMG
1194
King Wealth Management Group
Florida
– -$657K -7,550 Closed
BCM
1195
Bayesian Capital Management
New York
– -$627K -7,213 Closed
COF
1196
Capital One Financial
Virginia
– -$549K -6,316 Closed
LG
1197
Leuthold Group
Minnesota
– -$483K -5,554 Closed
AI
1198
AdvisorShares Investments
Maryland
– -$439 -5,049 Closed
LA
1199
LVW Advisors
New York
– -$384K -4,413 Closed
SCM
1200
Stevens Capital Management
Pennsylvania
– -$374K -4,298 Closed
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