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

Top Sellers

1
BBHC
Brown Brothers Harriman & Co
New York
$29.7M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109M
3
Renaissance Technologies
Renaissance Technologies
New York
$581M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$148M
5
FAM
Fred Alger Management
New York
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
326
CIBC Asset Management
Ontario, Canada
$2.24M -$174K -1,995 -7%
FAM
327
Fred Alger Management
New York
$2.24M -$108M -1,245,368 -98%
OSAM
328
O'Shaughnessy Asset Management
Connecticut
$2.19M -$322K -3,703 -13%
CB
329
Commerce Bank
Missouri
$2.18M -$877K -10,088 -29%
Citadel Advisors
330
Citadel Advisors
Florida
$2.18M +$2.18M +25,092 New
CAMG
331
CWA Asset Management Group
Florida
$2.17M +$255K +2,933 +13%
ASN
332
Advisory Services Network
Georgia
$2.15M -$11.5K -132 -0.5%
Pacer Advisors
333
Pacer Advisors
Pennsylvania
$2.15M +$2.15M +24,668 New
OC
334
Oarsman Capital
Wisconsin
$2.12M -$210K -2,415 -9%
NB
335
NBT Bank
New York
$2.11M -$27.1K -311 -1%
BA
336
Bristlecone Advisors
Washington
$2.11M -$657K -7,554 -24%
LJHT
337
Laurie J. Hall Trustee
$2.1M +$2.1M +24,110 New
TPCW
338
TD Private Client Wealth
New York
$2.09M -$788K -9,067 -27%
SPIA
339
Steward Partners Investment Advisory
New York
$2.09M +$205K +2,353 +11%
PCTC
340
Perkins Coie Trust Company
Washington
$2.07M +$32.4K +373 +2%
TCOT
341
Trust Company of Toledo
Ohio
$2.04M +$5.04K +58 +0.2%
FWCM
342
Ferguson Wellman Capital Management
Oregon
$2.03M -$5.22K -60 -0.3%
HKAM
343
Horizon Kinetics Asset Management
New York
$2.03M +$48.7K +560 +2%
CPA
344
Court Place Advisors
Maryland
$2.02M -$8.69K -100 -0.4%
FC
345
FCA Corp
Texas
$2M -$38.4K -442 -2%
GC
346
Guggenheim Capital
Illinois
$2M -$465K -5,345 -19%
VNA
347
Valley National Advisers
Pennsylvania
$1.98M -$92.6K -1,065 -4%
KBG
348
Kahn Brothers Group
New York
$1.97M – – –
WHG
349
Westwood Holdings Group
Texas
$1.95M -$84.4K -971 -4%
MA
350
MUFG Americas
New York
$1.94M -$317K -3,646 -14%
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