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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 %
APA
176
Allegiant Private Advisors
Florida
$7.97M +$7.97M +84,367 New
EPAM
177
Euro Pacific Asset Management
Puerto Rico
$7.96M +$145K +1,536 +2%
IHL
178
Investment House LLC
California
$7.93M +$60.4K +640 +0.8%
TG
179
TCW Group
California
$7.84M -$1.79M -18,922 -19%
FF
180
FourThought Financial
Florida
$7.83M +$7.83M +82,934 New
GC
181
Guardian Capital
Ontario, Canada
$7.81M -$11M -116,714 -59%
TCOV
182
Trust Company of Vermont
Vermont
$7.77M -$187K -1,984 -2%
CCM
183
Cohen Capital Management
California
$7.75M -$154K -1,627 -2%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$7.74M -$5.26M -55,708 -40%
ISL
185
Ingalls & Snyder LLC
New York
$7.73M -$187K -1,980 -2%
GC
186
Grimes & Company
Massachusetts
$7.69M +$139K +1,477 +2%
PMG
187
ProVise Management Group
Florida
$7.62M +$109K +1,155 +1%
UR
188
USCA RIA
Texas
$7.58M +$66.3K +702 +0.9%
GIM
189
Grassi Investment Management
California
$7.55M -$845K -8,950 -10%
GG
190
Greenwood Gearhart
Arkansas
$7.5M -$278K -2,949 -4%
CGH
191
Crossmark Global Holdings
Texas
$7.5M +$57K +604 +0.8%
PNC
192
Park National Corp
Ohio
$7.45M -$340K -3,602 -4%
EVM
193
Evelyn V. Moreno
$7.45M -$182K -1,930 -2%
PGFC
194
Peapack-Gladstone Financial Corp
New Jersey
$7.35M -$2.21M -23,420 -23%
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$7.34M +$213K +2,259 +3%
FHA
196
First Horizon Advisors
Tennessee
$7.33M +$311K +3,298 +4%
ECG
197
Edge Capital Group
Georgia
$7.3M -$1.27M -13,416 -15%
PA
198
Pinnacle Associates
New York
$7.3M +$14K +148 +0.2%
CTA
199
Carillon Tower Advisers
Florida
$7.17M -$591K -6,261 -8%
SWK
200
Stephen W. Kidder
$7.02M -$146K -1,550 -2%
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