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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 %
CSIC
151
Clifford Swan Investment Counsel
California
$9.99M +$393K +4,167 +4%
NCM
152
Narwhal Capital Management
Georgia
$9.92M +$892K +9,449 +10%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$9.83M -$4.46M -47,264 -31%
BCI
154
Brinker Capital Investments
Pennsylvania
$9.62M -$545K -5,772 -5%
MJP
155
Michael J. Puzo
$9.31M +$944 +10 +0%
RG
156
Renaissance Group
Kentucky
$9.26M -$509K -5,389 -5%
Deutsche Bank
157
Deutsche Bank
Germany
$9.24M +$951K +10,072 +11%
RG
158
Rathbones Group
United Kingdom
$9.21M -$170K -1,797 -2%
TTWM
159
TCV Trust & Wealth Management
Virginia
$9.19M +$147K +1,558 +2%
OA
160
Oxbow Advisors
Texas
$9.16M -$121K -1,285 -1%
GF
161
Gabelli Funds
New York
$9.07M -$283K -3,000 -3%
BCM
162
Buckhead Capital Management
Georgia
$8.98M +$59.6K +631 +0.7%
AAIM
163
American Assets Investment Management
California
$8.84M – – –
FT
164
Fiduciary Trust
Massachusetts
$8.81M -$864K -9,155 -9%
Federated Hermes
165
Federated Hermes
Pennsylvania
$8.69M -$103K -1,091 -1%
DMIC
166
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.6M -$12.5K -132 -0.1%
DP
167
Dearborn Partners
Illinois
$8.48M +$850K +9,002 +11%
Creative Planning
168
Creative Planning
Kansas
$8.44M +$247K +2,615 +3%
WF
169
Welch & Forbes
Massachusetts
$8.4M +$363K +3,846 +5%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$8.36M -$29.9K -317 -0.4%
OCAM
171
Onex Canada Asset Management
Ontario, Canada
$8.34M +$944K +10,000 +13%
Baird Financial Group
172
Baird Financial Group
Wisconsin
$8.31M +$392K +4,152 +5%
AI
173
Atria Investments
North Carolina
$8.26M +$1.61M +17,070 +24%
BCB
174
Brian C. Broderick
$8.14M -$40.1K -425 -0.5%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$8.08M – – –
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7
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