NVS icon

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 %
ANI
301
American National Insurance
Texas
$2.65M – – –
LBC
302
Lawrence B. Cohen
$2.62M +$5.39K +62 +0.2%
SL
303
Summitry LLC
California
$2.59M +$30.9K +355 +1%
WIC
304
Whitegate Investment Counselors
New Hampshire
$2.52M – – –
SCM
305
Stonebridge Capital Management
California
$2.51M +$172K +1,975 +7%
PA
306
Perennial Advisors
New York
$2.51M +$168K +1,927 +7%
AWM
307
Avitas Wealth Management
California
$2.5M +$22.7K +261 +0.9%
BFM
308
Boothbay Fund Management
New York
$2.49M +$1.77M +20,352 +245%
PAI
309
Pittenger & Anderson Inc
Nebraska
$2.48M +$202K +2,325 +9%
SI
310
Stephens Inc
Arkansas
$2.46M -$254K -2,926 -9%
CA
311
Clearstead Advisors
Ohio
$2.44M -$59K -679 -2%
GWM
312
Geneos Wealth Management
Colorado
$2.43M +$117K +1,346 +5%
AP
313
Advisor Partners
California
$2.42M +$171K +1,964 +8%
BB
314
Berkshire Bank
Massachusetts
$2.41M +$2.41M +27,706 New
RC
315
RegentAtlantic Capital
New Jersey
$2.41M -$913K -10,498 -27%
PCM
316
Parsons Capital Management
Rhode Island
$2.38M -$181K -2,081 -7%
BFG
317
Beacon Financial Group
Texas
$2.38M -$133K -1,526 -5%
AFM
318
Abbot Financial Management
Massachusetts
$2.36M -$20.2K -232 -0.8%
SEC
319
Seven Eight Capital
New York
$2.35M +$2.12M +24,387 +938%
BCM
320
Brookmont Capital Management
Texas
$2.34M +$50.8K +584 +2%
IIM
321
Ipswich Investment Management
Massachusetts
$2.31M -$8.7K -100 -0.4%
NED
322
Nancy E. Dempze
$2.3M +$42.2K +485 +2%
Russell Investments Group
323
Russell Investments Group
United Kingdom
$2.29M -$9.3K -107 -0.4%
TCBWMS
324
Texas Capital Bank Wealth Management Services
Texas
$2.25M +$2.25M +25,860 New
TC
325
Telemus Capital
Michigan
$2.24M +$31.4K +364 +1%
11 12
13
14 15