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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 %
GJIC
126
Gamble Jones Investment Counsel
California
$13.6M +$33.5K +355 +0.2%
DP
127
DDD Partners
Washington
$13.5M +$636K +6,733 +5%
GIA
128
Guyasuta Investment Advisors
Pennsylvania
$13.5M +$126K +1,335 +0.9%
CIBC World Market
129
CIBC World Market
Ontario, Canada
$13.2M +$2.03M +21,470 +18%
BIP
130
Brandes Investment Partners
California
$13.2M +$13.2M +139,611 New
Jones Financial Companies
131
Jones Financial Companies
Missouri
$13.1M +$407K +4,305 +3%
VanEck Associates
132
VanEck Associates
New York
$13M +$337K +3,567 +3%
ACM
133
Advisors Capital Management
New Jersey
$12.6M +$548K +5,805 +5%
CCMIC
134
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$12.4M +$960K +10,165 +8%
Osaic Holdings
135
Osaic Holdings
Arizona
$12.4M +$172K +1,822 +1%
GD
136
Grandfield & Dodd
New York
$12.4M -$54.8K -580 -0.4%
Jane Street
137
Jane Street
New York
$12.4M -$6.04M -63,948 -33%
SI
138
Scout Investments
Missouri
$12.4M -$1.19M -12,612 -9%
TBC
139
Tweedy, Browne Co
Connecticut
$12.3M -$962K -10,191 -7%
AAM
140
Advisors Asset Management
Colorado
$12.1M -$1.66M -17,543 -12%
BS
141
Banco Santander
Spain
$12.1M +$6.09M +64,455 +102%
WIC
142
Wilkins Investment Counsel
Massachusetts
$12M +$34.5K +365 +0.3%
RCYC
143
Richard C. Young & Co
Rhode Island
$11.9M +$643K +6,809 +6%
Allianz Asset Management
144
Allianz Asset Management
Germany
$11.7M -$2.92M -30,918 -20%
KAS
145
Kestra Advisory Services
Texas
$11.2M +$5.66M +59,965 +102%
SIS
146
Susquehanna International Securities
Ireland
$11.2M +$11.2M +118,837 New
FWIA
147
Fort Washington Investment Advisors
Ohio
$10.8M -$82.2K -870 -0.8%
FNBOO
148
First National Bank of Omaha
Nebraska
$10.5M -$1.95M -20,602 -16%
American Century Companies
149
American Century Companies
Missouri
$10.3M +$2.98M +31,608 +41%
CT
150
Cambridge Trust
Massachusetts
$10M +$207K +2,193 +2%
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