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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 %
BWM
626
BerganKDV Wealth Management
Minnesota
$503K -$20.7K -238 -4%
MG
627
Mather Group
Illinois
$495K +$4.78K +55 +1%
BDS
628
Banco de Sabadell
Florida
$493K +$14.9K +172 +3%
CG
629
CFO4Life Group
Texas
$492K -$19.5K -224 -4%
EFS
630
Essex Financial Services
Connecticut
$492K +$79.4K +913 +19%
DJSG
631
D.J. St. Germain
Massachusetts
$491K – – –
VVP
632
Venture Visionary Partners
Ohio
$489K +$173K +1,914 +55%
PFWA
633
Paces Ferry Wealth Advisors
Georgia
$489K +$489K +5,629 New
NNP
634
Nachman Norwood & Parrott
South Carolina
$488K -$8.53K -98 -2%
PWPS
635
Pinnacle Wealth Planning Services
Ohio
$487K +$7.13K +82 +1%
Susquehanna International Group
636
Susquehanna International Group
Pennsylvania
$486K +$486K +5,593 New
TNBTD
637
Trustmark National Bank Trust Department
Mississippi
$486K +$486K +5,594 New
OBGC
638
O'Brien Greene & Co
Pennsylvania
$485K – – –
ST
639
Smithfield Trust
Pennsylvania
$484K – – –
CGL
640
Clarius Group LLC
Washington
$483K -$32K -368 -6%
LG
641
Leuthold Group
Minnesota
$483K -$13.4K -154 -3%
NP
642
NorthRock Partners
Minnesota
$483K +$7.04K +81 +1%
AIM
643
Axiom Investment Management
New York
$482K – – –
AWE
644
Avidian Wealth Enterprises
Texas
$482K +$74.3K +855 +18%
DDC
645
DF Dent & Co
Maryland
$476K – – –
WAM
646
Wealthspire Advisors (Maryland)
Maryland
$470K -$527K -6,067 -53%
EIM
647
Essex Investment Management
Massachusetts
$470K -$13K -149 -3%
B
648
Bellecapital
Switzerland
$470K +$69.3K +797 +17%
KPWS
649
Kestra Private Wealth Services
Texas
$468K +$468K +5,384 New
QI
650
Qtron Investments
Massachusetts
$464K -$55.1K -634 -11%
24 25
26
27 28