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Novartis
NVS

Overview Fund Activity

1,117 hedge funds and large institutions have $19.7B invested in Novartis in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 346 increasing their positions, 457 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
-10
Holders Change %
-0.89%
% of All Funds
22.6%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.26%
New
77
Increased
346
Reduced
457
Closed
73
Calls
$178M
Puts
$125M
Net Calls
+$53.1M
Net Calls Change
-$42M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.89B
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$69.1M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$740M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$54.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$238M

Top Sellers

1
BBHC
1
Brown Brothers Harriman & Co
New York
$29.7M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$581M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$148M
5
FAM
5
Fred Alger Management
New York
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
226
TD Asset Management
Ontario, Canada
$4.89M -$8.42M -96,799 -63%
CS
227
Credit Suisse
Switzerland
$4.85M +$4.63M +53,288 +2,197%
ZAM
228
Zevin Asset Management
Massachusetts
$4.76M -$10.2K -117 -0.2%
CTA
229
Chesley Taft & Associates
Illinois
$4.73M +$85.1K +979 +2%
UCFA
230
United Capital Financial Advisors
Texas
$4.71M -$310K -3,569 -6%
HA
231
Hamel Associates
New Jersey
$4.62M +$18.7K +215 +0.4%
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$4.51M -$2.76M -31,722 -38%
Geode Capital Management
233
Geode Capital Management
Massachusetts
$4.51M -$407K -4,684 -8%
SGA
234
Strategic Global Advisors
California
$4.5M +$495K +5,692 +12%
KeyBank National Association
235
KeyBank National Association
Ohio
$4.49M -$2.44K -28 -0.1%
LNB
236
Ledyard National Bank
$4.48M +$22.7K +261 +0.5%
GCM
237
Garland Capital Management
Washington
$4.43M -$8.7K -100 -0.2%
M
238
MOTCO
Texas
$4.39M +$21.1K +243 +0.5%
MGIA
239
Matthew Goff Investment Advisor
Texas
$4.38M +$126K +1,453 +3%
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$4.34M +$8.44K +97 +0.2%
PSUF
241
People's United Financial
Connecticut
$4.29M -$115K -1,322 -3%
NIM
242
Northeast Investment Management
Massachusetts
$4.22M -$2.44K -28 -0.1%
BIAS
243
Beacon Investment Advisory Services
New Jersey
$4.21M +$101K +1,160 +2%
LOPW
244
Live Oak Private Wealth
North Carolina
$4.18M -$20.3K -233 -0.5%
TCM
245
Telos Capital Management
California
$4.15M +$79.5K +914 +2%
GAM
246
Griffin Asset Management
New York
$4.14M -$195K -2,238 -4%
CAM
247
Carret Asset Management
New York
$4.12M +$4.35K +50 +0.1%
NA
248
NewEdge Advisors
Louisiana
$3.99M -$15.8M -181,633 -80%
HGI
249
Hansberger Growth Investors
Wisconsin
$3.97M -$60.4K -695 -1%
PAM
250
Private Asset Management
California
$3.93M -$91.9K -1,057 -2%
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