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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 %
GCA
251
Guardian Capital Advisors
Ontario, Canada
$3.9M +$4.81K +55 +0.1%
CCT
252
Country Club Trust
Missouri
$3.89M -$68.4K -787 -2%
TW
253
Transform Wealth
Colorado
$3.87M -$22.9K -263 -0.6%
RFC
254
Regions Financial Corp
Alabama
$3.86M -$721K -8,286 -16%
NPT
255
Nixon Peabody Trust
Massachusetts
$3.86M +$47K +540 +1%
LBA
256
Lowell Blake & Associates
Massachusetts
$3.85M +$269K +3,088 +8%
NME
257
Notis-McConarty Edward
$3.82M +$13.9K +160 +0.4%
SC
258
SouthState Corp
Florida
$3.82M +$92.6K +1,065 +2%
VFA
259
Voya Financial Advisors
Connecticut
$3.79M -$208K -2,394 -5%
HKIM
260
Hayek Kallen Investment Management
Alabama
$3.76M -$19.1K -220 -0.5%
CQS
261
Credential Qtrade Securities
$3.74M +$699K +8,043 +23%
FA
262
FDx Advisors
Illinois
$3.71M +$62.4K +718 +2%
PPW
263
Parcion Private Wealth
Washington
$3.7M +$898K +10,264 +32%
MVIP
264
Mar Vista Investment Partners
California
$3.7M +$3.68M +42,279 +15,601%
CFB
265
Cullen/Frost Bankers
Texas
$3.54M +$285K +3,277 +9%
BIMC
266
Benson Investment Management Company
Virginia
$3.54M +$9.13K +105 +0.3%
LNWWM
267
Laird Norton Wetherby Wealth Management
California
$3.52M -$103K -1,179 -3%
ATC
268
Argent Trust Co
Tennessee
$3.47M +$144K +1,661 +4%
SSB
269
Sandy Spring Bank
Maryland
$3.43M -$288K -3,317 -8%
OC
270
Oppenheimer & Co
New York
$3.41M -$85K -977 -2%
FVWA
271
Foster Victor Wealth Advisors
South Carolina
$3.38M +$294K +3,380 +10%
DSA
272
Davis Selected Advisers
Arizona
$3.38M +$74.8K +860 +2%
MOS
273
MGO One Seven
Ohio
$3.33M -$224K -2,885 -6%
CCMINC
274
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.32M +$26K +299 +0.8%
RJT
275
Raymond James Trust
Florida
$3.32M -$226K -2,595 -6%
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