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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.

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
1
Loomis, Sayles & Company
Massachusetts
$1.9B
2
Bank of America
2
Bank of America
North Carolina
$926M
3
Ameriprise
3
Ameriprise
Minnesota
$166M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$323M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$223M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$449M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$626M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$455K
4
UBS Group
4
UBS Group
Switzerland
$522M
5
Primecap Management
5
Primecap Management
California
$2.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
101
Exencial Wealth Advisors
Oklahoma
$18.9M -$3.07M -32,517 -14%
RFA
102
Reilly Financial Advisors
California
$18.7M +$530K +5,616 +3%
FFIC
103
First Fiduciary Investment Counsel
Ohio
$18.6M +$347K +3,672 +2%
RMCM
104
Reynders McVeigh Capital Management
Massachusetts
$18.4M -$495K -5,240 -3%
Comerica Bank
105
Comerica Bank
Texas
$17.9M +$525K +5,420 +3%
EIA
106
Edgemoor Investment Advisors
Maryland
$17.9M +$7.18K +76 +0%
OMC
107
Old Mission Capital
Illinois
$17.7M -$17M -180,252 -49%
GHA
108
GW Henssler & Associates
Georgia
$17M +$263K +2,780 +2%
KFS
109
Kurt F. Somerville
$16.9M +$161K +1,700 +1%
SC
110
Scotia Capital
Ontario, Canada
$16.6M +$4.09M +43,285 +33%
BFS
111
Bradley Foster & Sargent
Connecticut
$16.3M -$99.6K -1,055 -0.6%
GGI
112
Godsey & Gibb Inc
Virginia
$16.2M +$501K +5,305 +3%
JGUA
113
John G. Ullman & Associates
New York
$16.1M +$1.79M +18,948 +13%
MIM
114
Martin Investment Management
Florida
$16M -$164K -1,740 -1%
CIM
115
Corda Investment Management
Texas
$15.4M -$50.5K -535 -0.3%
BG
116
Bahl & Gaynor
Ohio
$15.4M -$209K -2,214 -1%
MF
117
Magnetar Financial
Illinois
$15.2M -$5.83M -61,777 -28%
William Blair & Company
118
William Blair & Company
Illinois
$14.5M -$5.31M -56,204 -27%
Citadel Advisors
119
Citadel Advisors
Florida
$14.3M +$11.9M +126,129 +503%
CCM
120
Chilton Capital Management
Texas
$14.2M -$13.6K -144 -0.1%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$14.1M -$68.1K -721 -0.5%
BCAM
122
Boston Common Asset Management
Massachusetts
$13.9M +$299K +3,171 +2%
Mirae Asset Global Investments
123
Mirae Asset Global Investments
South Korea
$13.9M +$3.75M +39,760 +37%
TBA
124
Tower Bridge Advisors
Pennsylvania
$13.7M +$278K +2,945 +2%
TCM
125
Tekla Capital Management
Massachusetts
$13.6M -$661K -7,000 -5%
3 4
5
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