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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
+$212M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$69.1M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$49.6M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$31.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$29.6M

Top Sellers

1
BBHC
Brown Brothers Harriman & Co
New York
-$314M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$171M
3
Renaissance Technologies
Renaissance Technologies
New York
-$140M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$119M
5
FAM
Fred Alger Management
New York
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
476
JNBA Financial Advisors
Minnesota
$1.03M +$609 +7 +0.1%
TCA
477
Transcend Capital Advisors
New Jersey
$1.03M +$38.2K +439 +4%
ABC
478
Associated Banc-Corp
Wisconsin
$1.03M -$60.5K -696 -6%
MA
479
Mutual Advisors
Nebraska
$1.03M -$15.4K -177 -1%
CWM
480
Cordatus Wealth Management
Pennsylvania
$1.02M -$783 -9 -0.1%
RPSA
481
Richard P. Slaughter Associates
Texas
$1.01M -$111K -1,279 -10%
AAS
482
Avantax Advisory Services
Texas
$1.01M +$571K +6,566 +129%
CCP
483
Corient Capital Partners
California
$1.01M +$19.6K +225 +2%
PGAM
484
Princeton Global Asset Management
New Jersey
$1.01M -$146K -1,675 -13%
MCM
485
MAI Capital Management
Ohio
$1.01M -$56.3K -647 -5%
SPC
486
Sigma Planning Corp
Michigan
$1.01M -$15.1K -174 -1%
CAN
487
Cetera Advisor Networks
California
$1.01M -$107K -1,229 -10%
AC
488
Abbrea Capital
California
$1M -$18.7K -215 -2%
FFWA
489
FRG Family Wealth Advisors
Washington
$1M – – –
WA
490
Wealth Alliance
New York
$994K -$137K -1,572 -12%
GWM
491
Greenwich Wealth Management
Connecticut
$982K – – –
EWM
492
Elmwood Wealth Management
California
$979K – – –
BPA
493
Beacon Pointe Advisors
California
$969K -$127K -1,455 -12%
CC
494
Cannell & Co
New York
$955K -$104K -1,200 -10%
TNB
495
TCF National Bank
South Dakota
$954K -$1.83K -21 -0.2%
CTC
496
Central Trust Company
Missouri
$941K -$166K -1,904 -15%
MWA
497
Moser Wealth Advisors
Washington
$940K -$6.52K -75 -0.7%
AWM
498
Altium Wealth Management
New York
$925K +$45.3K +521 +5%
CCM
499
Covington Capital Management
California
$924K – – –
CG
500
Colony Group
Massachusetts
$916K +$23K +265 +3%
18 19
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