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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 %
OL
676
Optas LLC
Texas
$434K +$201K +2,311 +86%
HJIM
677
Henry James International Management
New York
$431K -$107K -1,231 -20%
JA
678
JVL Associates
Michigan
$426K -$13.1K -150 -3%
FMC
679
First Merchants Corp
Indiana
$424K -$378K -4,356 -47%
RFO
680
RiverGlades Family Offices
Florida
$424K – – –
1SB
681
1ST Source Bank
Indiana
$423K -$249K -2,868 -37%
SFSG
682
Stearns Financial Services Group
North Carolina
$423K -$3.74K -43 -0.9%
MSA
683
Marino Stram & Associates
Massachusetts
$422K -$25.7K -295 -6%
MCA
684
Mercer Capital Advisers
New Jersey
$422K – – –
PIMG
685
Patriot Investment Management Group
Tennessee
$421K +$11.7K +135 +3%
SAG
686
Spotlight Asset Group
Illinois
$418K -$44K -506 -10%
WI
687
WrapManager Inc
California
$418K -$13.9K -160 -3%
QP
688
Quilter Plc
United Kingdom
$417K – – –
IWM
689
IHT Wealth Management
Illinois
$415K +$176K +2,024 +74%
DWM
690
Dakota Wealth Management
Florida
$414K +$9.06K +104 +2%
VCM
691
Violich Capital Management
California
$412K -$274K -3,156 -40%
JC
692
Jacobs & Co
California
$410K – – –
MSS
693
Mitchell Sinkler & Starr
Pennsylvania
$405K -$22.6K -260 -5%
MLL
694
Moody Lynn & Lieberson
Massachusetts
$405K +$24.8K +285 +7%
CIAS
695
Capital Investment Advisory Services
North Carolina
$404K -$32.2K -371 -7%
OC
696
Oakworth Capital
Alabama
$404K +$9.13K +105 +2%
HH
697
Hilltop Holdings
Texas
$402K +$9.57K +110 +2%
1WA
698
180 Wealth Advisors
Washington
$398K +$8.14K +95 +2%
JCM
699
Jacobi Capital Management
Pennsylvania
$391K +$9.31K +107 +2%
AMIM
700
Aull & Monroe Investment Management
Alabama
$389K -$17.4K -200 -4%
26 27
28
29 30