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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 %
DTC
601
Davidson Trust Company
Washington
$556K +$9.36K +108 +2%
KWM
602
Kingsview Wealth Management
Oregon
$554K -$98.4K -1,131 -15%
ACA
603
Atlas Capital Advisors
Wyoming
$553K – – –
ACS
604
Archford Capital Strategies
Illinois
$552K +$38.9K +448 +8%
COF
605
Capital One Financial
Virginia
$549K -$51.4K -591 -9%
PL
606
Plancorp LLC
Missouri
$549K -$21.1K -243 -4%
EGA
607
E&G Advisors
Texas
$548K +$2.61K +30 +0.5%
MAA
608
Mraz Amerine & Associates
California
$543K -$87K -1,000 -14%
IP
609
Intellectus Partners
California
$543K -$47.7K -548 -8%
MYIA
610
Mount Yale Investment Advisors
Colorado
$542K -$93.2K -1,072 -15%
TYCC
611
Texas Yale Capital Corp
Florida
$539K – – –
HSA
612
HBK Sorce Advisory
Pennsylvania
$527K -$3.66K -42 -0.7%
NL
613
NVWM LLC
Pennsylvania
$527K +$42.2K +485 +9%
MCM
614
Murphy Capital Management
New Jersey
$525K -$42.6K -490 -7%
SC
615
Schulhoff & Co
Ohio
$525K – – –
CK
616
Cohen Klingenstein
New York
$522K – – –
DSC
617
Duncker Streett & Co
Missouri
$519K -$20K -230 -4%
IWP
618
Icon Wealth Partners
Texas
$519K +$33K +379 +7%
LPIC
619
LeJeune Puetz Investment Counsel
Michigan
$518K – – –
UBS AM
620
UBS AM
Illinois
$517K +$517K +5,950 New
RWA
621
Ropes Wealth Advisors
Massachusetts
$516K +$87 +1 +0%
CA
622
Cullinan Associates
Kentucky
$514K – – –
BMO
623
Beck Mack & Oliver
New York
$512K – – –
Prudential Financial
624
Prudential Financial
New Jersey
$510K -$53K -609 -9%
FA
625
FCG Advisors
New Jersey
$507K -$17.6K -202 -3%
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25
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