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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 %
JAM
1226
JCIC Asset Management
Ontario, Canada
– -$49K -565 Closed
CCM
1227
Chiron Capital Management
Florida
– -$43K -500 Closed
WCG
1228
Weaver Consulting Group
California
– -$36K -410 Closed
NIC
1229
Northwest Investment Counselors
Oregon
– -$33K -375 Closed
BBA
1230
Braun-Bostich & Associates
Pennsylvania
– -$31K -354 Closed
JSC
1231
Jackson Square Capital
California
– -$28K -320 Closed
SQA
1232
Simon Quick Advisors
New Jersey
– -$26K -300 Closed
EWM
1233
Endurance Wealth Management
Rhode Island
– -$25K -290 Closed
AA
1234
Advisory Alpha
Michigan
– -$18K -212 Closed
CWC
1235
Carolinas Wealth Consulting
North Carolina
– -$16K -185 Closed
CA
1236
Crewe Advisors
Utah
– -$9K -108 Closed
GWMIA
1237
Global Wealth Management Investment Advisory
Florida
– -$9K -103 Closed
AIP
1238
Ameritas Investment Partners
Nebraska
– -$8K -96 Closed
RIA
1239
RPG Investment Advisory
California
– -$6K -70 Closed
TWP
1240
TFO Wealth Partners
Ohio
– -$4K -50 Closed
FEG
1241
Financial Enhancement Group
Indiana
– -$3K -37 Closed
CI
1242
Cordant Inc
Oregon
– -$3K -33 Closed
AW
1243
Avion Wealth
Texas
– -$3K -33 Closed
CYG
1244
Clean Yield Group
Vermont
– -$2K -26 Closed
JIR
1245
James Investment Research
Ohio
– -$2K -24 Closed
AWM
1246
Adams Wealth Management
Utah
– -$2K -18 Closed
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