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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
+$908M
2
Bank of America
Bank of America
North Carolina
+$161M
3
Ameriprise
Ameriprise
Minnesota
+$60.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$50.1M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$43M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$182M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$178M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$161M
4
UBS Group
UBS Group
Switzerland
-$107M
5
Primecap Management
Primecap Management
California
-$72.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
201
Mengis Capital Management
Oregon
$6.93M +$4.16K +44 +0.1%
AIA
202
Avalon Investment & Advisory
Texas
$6.91M -$79.8K -845 -1%
AUB
203
Atlantic Union Bankshares
Virginia
$6.55M +$62.5K +662 +1%
MML Investors Services
204
MML Investors Services
Massachusetts
$6.45M +$318K +3,367 +5%
BUB
205
BBVA USA Bancshares
Texas
$6.43M -$617K -6,534 -9%
CNB
206
Camden National Bank
Maine
$6.27M -$239K -2,528 -4%
FBC
207
Fairfield, Bush & Co
Connecticut
$6.2M – – –
PSC
208
Prentiss Smith & Co
Vermont
$6.13M -$106K -1,121 -2%
PP
209
Patten & Patten
Tennessee
$6.02M -$189K -2,003 -3%
FPTW
210
Franklin, Parlapiano, Turner & Welch
Texas
$5.93M +$136K +1,443 +2%
GT
211
Glenmede Trust
Pennsylvania
$5.91M -$492K -5,210 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
212
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.9M +$5.9M +62,500 New
BIC
213
Beach Investment Counsel
Pennsylvania
$5.69M -$136K -1,440 -2%
BCM
214
Bourgeon Capital Management
Connecticut
$5.64M -$104K -1,102 -2%
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
$5.44M -$853K -9,033 -14%
FCH
216
Freestone Capital Holdings
Washington
$5.44M -$1.33M -14,034 -20%
Geode Capital Management
217
Geode Capital Management
Massachusetts
$5.43M +$536K +5,672 +11%
PHS
218
Pekin Hardy Strauss
Illinois
$5.42M -$450K -4,769 -8%
FGP
219
Foyston, Gordon, & Payne
Ontario, Canada
$5.41M -$287K -3,039 -5%
ZAM
220
Zevin Asset Management
Massachusetts
$5.39M +$228K +2,416 +4%
ARMC
221
American Research & Management Company
Massachusetts
$5.33M -$4.72K -50 -0.1%
WT
222
Whittier Trust
California
$5.3M -$129K -1,368 -2%
CTA
223
Chesley Taft & Associates
Illinois
$5.24M +$107K +1,135 +2%
MGIA
224
Matthew Goff Investment Advisor
Texas
$5.12M +$363K +3,845 +8%
CSPAM
225
Cary Street Partners Asset Management
Virginia
$4.96M +$4.96M +157,675 New
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