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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 %
AssetMark Inc
651
AssetMark Inc
California
$463K -$178K -2,046 -28%
CCG
652
Cypress Capital Group
Florida
$461K +$52.3K +601 +13%
Lido Advisors
653
Lido Advisors
California
$459K -$2.35K -27 -0.5%
NSAM
654
North Star Asset Management
Wisconsin
$459K +$32.6K +375 +8%
H
655
HoyleCohen
California
$458K +$17.4K +200 +4%
IFWM
656
Institute for Wealth Management
Colorado
$456K -$609 -7 -0.1%
BOPW
657
Brandywine Oak Private Wealth
Pennsylvania
$456K +$38.4K +443 +9%
SFA
658
Sequoia Financial Advisors
Ohio
$454K -$39.2K -451 -8%
FHA
659
Flagship Harbor Advisors
Massachusetts
$453K +$155K +1,782 +52%
ABTD
660
Arvest Bank Trust Division
Oklahoma
$453K +$237K +2,723 +110%
NCM
661
Northwest Capital Management
Oregon
$450K – – –
CBTWT
662
Community Bank & Trust (Waco, Texas)
Texas
$450K +$88.3K +1,015 +24%
SVWAG
663
Sound View Wealth Advisors Group
Georgia
$449K +$4.26K +49 +1%
BS
664
Boenning & Scattergood
Pennsylvania
$449K +$4.87K +56 +1%
MBT
665
Montecito Bank & Trust
California
$448K – – –
SRC
666
Shufro Rose & Co
New York
$448K +$17.4K +200 +4%
AMM
667
American Money Management
California
$447K -$93.1K -1,070 -17%
EI
668
Ethic Inc
New York
$447K -$19.2K -221 -4%
MMPW
669
Mitchell McLeod Pugh & Williams
Alabama
$447K – – –
PT
670
Plimoth Trust
Massachusetts
$446K -$57.4K -660 -11%
SRC
671
Sage Rhino Capital
California
$440K -$9.49K -109 -2%
ACM
672
Ategra Capital Management
Virginia
$437K – – –
YIA
673
YHB Investment Advisors
Connecticut
$436K -$31K -356 -7%
BWA
674
BDO Wealth Advisors
Florida
$435K -$261 -3 -0.1%
FIA
675
FNY Investment Advisers
New York
$434K -$1.03M -11,900 -70%
25 26
27
28 29