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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 %
Squarepoint
401
Squarepoint
New York
$1.45M +$1.45M +16,714 New
HCM
402
Hutner Capital Management
Vermont
$1.45M +$177K +2,040 +14%
S
403
SimplyRich
California
$1.44M – – –
IRAG
404
Investment Research & Advisory Group
Georgia
$1.44M -$58.2K -669 -4%
ECM
405
ExodusPoint Capital Management
New York
$1.42M +$1.42M +16,297 New
VCA
406
Verdence Capital Advisors
Maryland
$1.41M -$213K -2,449 -13%
Luther King Capital Management (LKCM)
407
Luther King Capital Management (LKCM)
Texas
$1.4M -$180K -2,070 -11%
RIL
408
Rothschild Investment LLC
Illinois
$1.4M – – –
RG
409
Rikoon Group
New Mexico
$1.4M +$5.65K +65 +0.4%
AL
410
Arnhold LLC
New York
$1.38M – – –
PG
411
Patten Group
Tennessee
$1.37M +$4.78K +55 +0.3%
AAM
412
Azzad Asset Management
Virginia
$1.37M +$67.5K +776 +5%
WSFS
413
Wilmington Savings Fund Society
Delaware
$1.36M -$67.1K -772 -5%
FDCDDQ
414
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.36M +$50.1K +576 +4%
SWP
415
Stratos Wealth Partners
Ohio
$1.36M -$113K -1,301 -8%
SFG
416
SevenBridge Financial Group
Pennsylvania
$1.34M -$11.1K -128 -0.8%
BFA
417
Benedict Financial Advisors
Georgia
$1.34M – – –
AWM
418
Aberdeen Wealth Management
Illinois
$1.33M -$35.5K -408 -3%
FAAS
419
First Allied Advisory Services
California
$1.33M -$20.5K -236 -2%
PCA
420
Providence Capital Advisors
North Carolina
$1.31M +$42.4K +488 +3%
OFG
421
OmniStar Financial Group
North Carolina
$1.31M -$16.4K -189 -1%
TNA
422
True North Advisors
Texas
$1.31M +$55.4K +637 +4%
PAMG
423
Patton Albertson Miller Group
Tennessee
$1.3M -$118K -1,358 -8%
VPIM
424
Vanguard Personalized Indexing Management
California
$1.3M +$170K +1,960 +15%
CA
425
Cambridge Advisors
Nebraska
$1.3M – – –
15 16
17
18 19