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
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 %
CCFCSB
526
Cape Cod Five Cents Savings Bank
Massachusetts
$802K -$14.1K -162 -2%
TCWM
527
Total Clarity Wealth Management
Illinois
$799K -$6.08K -70 -0.8%
CCB
528
Cutter & Co Brokerage
Missouri
$792K -$62.6K -720 -7%
PIM
529
Penobscot Investment Management
Massachusetts
$790K -$76.4K -880 -9%
HCMT
530
Highland Capital Management (Tennessee)
Tennessee
$784K -$3.04K -35 -0.4%
FPS
531
Fieldpoint Private Securities
Connecticut
$776K +$149K +1,718 +24%
Kovitz Investment Group Partners
532
Kovitz Investment Group Partners
Illinois
$774K -$61.7K -710 -7%
BRWA
533
B. Riley Wealth Advisors
Florida
$772K +$215K +2,463 +38%
TAM
534
Taurus Asset Management
New York
$770K – – –
DT
535
Diversified Trust
Tennessee
$769K +$1.22K +14 +0.2%
LOIM
536
Liberty One Investment Management
Illinois
$769K +$48.4K +557 +7%
LDB
537
Lee, Danner & Bass
Tennessee
$767K -$17.4K -200 -2%
AC
538
Arjuna Capital
North Carolina
$767K +$12.4K +142 +2%
NHC
539
Nicholas Hoffman & Company
Georgia
$765K +$64.2K +739 +9%
MWM
540
Minot Wealth Management
Massachusetts
$762K -$872K -10,035 -53%
KFC
541
Klingenstein Fields & Co
New York
$757K – – –
DA
542
Dillon & Associates
Michigan
$756K – – –
B
543
Bailard
California
$742K +$42.1K +485 +6%
GIM
544
Goelzer Investment Management
Indiana
$740K – – –
SCM
545
Salem Capital Management
Massachusetts
$734K – – –
HIC
546
Holderness Investments Company
North Carolina
$734K – – –
WGA
547
Weather Gauge Advisory
Virginia
$734K +$10.4K +120 +1%
BP
548
Ballentine Partners
Massachusetts
$732K +$33.8K +388 +5%
AC
549
Alexandria Capital
Virginia
$730K – – –
AWM
550
Aevitas Wealth Management
Massachusetts
$728K – – –
20 21
22
23 24