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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 %
BCM
551
Brooktree Capital Management
Michigan
$720K -$4.34K -50 -0.6%
BHC
552
Bowen Hanes & Co
Florida
$711K -$97.8K -1,125 -12%
VC
553
Veracity Capital
Georgia
$708K -$28K -322 -4%
BCM
554
Brookstone Capital Management
Illinois
$700K -$39.9K -459 -5%
AAM
555
AR Asset Management
California
$700K -$8.7K -100 -1%
MIC
556
Means Investment Company
Maine
$693K – – –
PVWM
557
Point View Wealth Management
New Jersey
$691K -$12.3K -141 -2%
LF
558
Lantz Financial
Illinois
$683K +$6.26K +72 +0.9%
GI
559
Gradient Investments
Minnesota
$682K -$12K -138 -2%
ACM
560
Argyle Capital Management
Pennsylvania
$680K -$69.5K -800 -9%
MA
561
Montag & Associates
Georgia
$680K +$33.5K +385 +5%
BL
562
BFSG LLC
California
$678K +$71.3K +820 +12%
FIM
563
Freedom Investment Management
Connecticut
$665K -$75K -863 -10%
PA
564
Parallel Advisors
California
$665K +$72.5K +834 +12%
KWMG
565
King Wealth Management Group
Florida
$657K -$557K -6,400 -46%
KF
566
Krilogy Financial
Missouri
$657K -$127K -1,461 -16%
WC
567
Woodstock Corp
Massachusetts
$656K -$6.09K -70 -0.9%
RWM
568
Ritholtz Wealth Management
New York
$654K -$376K -4,325 -37%
BB
569
Busey Bank
Illinois
$653K -$6.18K -71 -0.9%
WKWM
570
Walter & Keenan Wealth Management
Indiana
$650K – – –
EWA
571
EP Wealth Advisors
California
$650K +$80.1K +921 +14%
NWP
572
Northstar Wealth Partners
Connecticut
$642K – – –
AWM
573
Avior Wealth Management
Nebraska
$632K -$25.4K -292 -4%
JWCA
574
J.W. Cole Advisors
Florida
$630K +$630K +7,242 New
BCM
575
Bayesian Capital Management
New York
$627K +$627K +7,213 New
21 22
23
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