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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 %
VFA
576
Valeo Financial Advisors
Indiana
$626K -$81.5K -937 -12%
CA
577
Cetera Advisors
Colorado
$625K -$58.6K -673 -9%
QCG
578
Quadrant Capital Group
Ohio
$621K -$64.7K -744 -9%
AFM
579
Andesa Financial Management
Pennsylvania
$620K +$157K +1,805 +34%
TU
580
TDAM USA
Ontario, Canada
$618K -$34.8K -400 -5%
SW
581
SlateStone Wealth
Florida
$614K – – –
WB
582
WesBanco Bank
West Virginia
$609K -$5.22K -60 -0.8%
TW
583
TrinityPoint Wealth
Connecticut
$608K -$3.65K -42 -0.6%
TNB
584
Thomasville National Bank
Georgia
$607K -$115K -1,327 -16%
NAM
585
NTV Asset Management
West Virginia
$607K – – –
LNC
586
Lincoln National Corp
Pennsylvania
$597K -$127K -1,460 -18%
VWM
587
Venturi Wealth Management
Texas
$596K +$187K +2,152 +46%
WJWM
588
Williams Jones Wealth Management
New York
$594K -$10.9K -125 -2%
CNC
589
Canandaigua National Corp
New York
$593K -$7.4K -85 -1%
PM
590
Penbrook Management
New York
$588K – – –
APA
591
American Portfolios Advisors
New York
$588K +$17.8K +205 +3%
ACP
592
Ashfield Capital Partners
California
$586K -$25.5K -293 -4%
JDR
593
Jay D. Rosenbaum
$585K +$17.8K +205 +3%
JF
594
Jump Financial
Illinois
$581K +$581K +6,673 New
SS
595
Sunbelt Securities
Texas
$579K -$113K -1,301 -16%
V
596
Veritable
Delaware
$576K -$218K -2,507 -27%
MSFP
597
Mark Sheptoff Financial Planning
Connecticut
$574K -$50K -575 -8%
BFO
598
Biltmore Family Office
North Carolina
$565K – – –
SW
599
StrongBox Wealth
Missouri
$561K -$47.6K -548 -8%
CIA
600
Capital Investment Advisors
Georgia
$556K – – –
22 23
24
25 26