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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.

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
1
Loomis, Sayles & Company
Massachusetts
$1.9B
2
Bank of America
2
Bank of America
North Carolina
$926M
3
Ameriprise
3
Ameriprise
Minnesota
$166M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$323M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$223M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$449M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$626M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$455K
4
UBS Group
4
UBS Group
Switzerland
$522M
5
Primecap Management
5
Primecap Management
California
$2.06B
Name Market Value Shares Shares
Change 		Shares
Change %
Primecap Management
1
Primecap Management
California
$2.06B 21,805,450 -765,490 -3%
Dodge & Cox
2
Dodge & Cox
California
$2.04B 21,615,801 -175,374 -0.8%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$1.9B 20,117,729 +9,611,979 +91%
Bank of America
4
Bank of America
North Carolina
$926M 9,810,302 +1,709,679 +21%
Fisher Asset Management
5
Fisher Asset Management
Washington
$882M 9,337,800 +273,520 +3%
Franklin Resources
6
Franklin Resources
California
$805M 8,520,022 +189,509 +2%
Aristotle Capital Management
7
Aristotle Capital Management
California
$672M 7,118,064 +358,571 +5%
Mawer Investment Management
8
Mawer Investment Management
Alberta, Canada
$626M 6,625,594 -1,889,797 -22%
Wells Fargo
9
Wells Fargo
California
$600M 6,352,803 -219,999 -3%
Boston Partners
10
Boston Partners
Massachusetts
$571M 6,051,135 -227,345 -4%
UBS Group
11
UBS Group
Switzerland
$522M 5,522,951 -1,129,253 -17%
Renaissance Technologies
12
Renaissance Technologies
New York
$449M 4,758,333 -1,923,475 -29%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$441M 4,669,601 +29,894 +0.6%
Charles Schwab
14
Charles Schwab
California
$431M 4,563,349 -232,491 -5%
Northern Trust
15
Northern Trust
Illinois
$362M 3,829,501 -52,380 -1%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$323M 3,423,040 +530,362 +18%
Morgan Stanley
17
Morgan Stanley
New York
$265M 2,808,993 +263,445 +10%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$264M 2,796,311 +64,713 +2%
PPA
19
Parametric Portfolio Associates
Washington
$246M 2,602,401 +116,617 +5%
Capital Research Global Investors
20
Capital Research Global Investors
California
$223M 2,363,280 +455,234 +24%
MNG
21
Manning & Napier Group
New York
$202M 2,138,305 -52,060 -2%
SCCM
22
Schafer Cullen Capital Management
New York
$198M 2,093,030 -154,119 -7%
State Street
23
State Street
Massachusetts
$192M 2,032,291 -70,388 -3%
Ameriprise
24
Ameriprise
Minnesota
$166M 1,753,150 +637,848 +57%
Principal Financial Group
25
Principal Financial Group
Iowa
$158M 1,674,176 +132,060 +9%
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