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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 %
GA
501
GFS Advisors
Texas
$911K – – –
FFG
502
Fortem Financial Group
California
$906K +$329K +3,782 +57%
FHB
503
First Hawaiian Bank
Hawaii
$903K -$33.7K -388 -4%
FCCM
504
First City Capital Management
Georgia
$889K +$394K +4,501 +79%
CI
505
CX Institutional
Indiana
$888K -$2.7K -31 -0.3%
RCM
506
Radnor Capital Management
Pennsylvania
$880K -$17.4K -200 -2%
RHBC
507
R.H. Bluestein & Co
Michigan
$878K – – –
CP
508
Covenant Partners
Tennessee
$870K +$79.9K +918 +10%
DFA
509
Delta Financial Advisors
Louisiana
$864K -$10.9K -125 -1%
NRS
510
Neville Rodie & Shaw
New York
$864K – – –
AIIMS
511
Analyst IMS Investment Management Services
Israel
$863K -$171K -1,969 -17%
BCM
512
BTC Capital Management
Iowa
$860K +$311K +3,566 +57%
BMC
513
Beaton Management Company
Massachusetts
$856K – – –
DC
514
Davenport & Co
Virginia
$855K -$9.22K -106 -1%
WP
515
WealthSource Partners
California
$848K -$50.6K -581 -6%
SGI
516
Summit Global Investments
Utah
$847K +$66.7K +767 +9%
DMC
517
Drexel Morgan & Co
Pennsylvania
$845K – – –
RC
518
Roundview Capital
New Jersey
$842K -$695 -8 -0.1%
KLC
519
Knowledge Leaders Capital
Colorado
$827K – – –
MWM
520
Mission Wealth Management
California
$827K +$13.1K +151 +2%
AWA
521
Arete Wealth Advisors
Illinois
$824K +$19.5K +223 +2%
TIM
522
Thornburg Investment Management
New Mexico
$815K – – –
AIM
523
Anchor Investment Management
South Carolina
$810K -$12.2K -140 -1%
CRB
524
Chad R. Baker
$810K – – –
FB
525
Fulton Bank
Pennsylvania
$804K -$129K -1,488 -14%
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