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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.

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
1
Dodge & Cox
California
$1.89B
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$69.1M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$740M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$54.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$238M

Top Sellers

1
BBHC
1
Brown Brothers Harriman & Co
New York
$29.7M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$581M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$148M
5
FAM
5
Fred Alger Management
New York
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
51
Macquarie Group
Australia
$54.8M -$3.06M -35,156 -5%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$54.3M +$31.2M +358,726 +135%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$54.3M -$1.26M -14,467 -2%
First Trust Advisors
54
First Trust Advisors
Illinois
$50.9M +$6.51M +74,890 +15%
DLA
55
Douglas Lane & Associates
New York
$50.2M +$14.1M +162,375 +39%
SBH
56
Segall Bryant & Hamill
Illinois
$49.8M +$1.79M +20,539 +4%
MIS
57
Morningstar Investment Services
Illinois
$42.6M -$1.02M -11,728 -2%
JFL
58
Jarislowsky, Fraser Ltd
Quebec, Canada
$39.4M -$842K -9,687 -2%
Fiera Capital (Canada)
59
Fiera Capital (Canada)
Quebec, Canada
$38.1M -$398K -4,581 -1%
Fayez Sarofim & Co
60
Fayez Sarofim & Co
Texas
$37M -$1.02M -11,750 -3%
MIP
61
Mondrian Investment Partners
United Kingdom
$35.6M +$243K +3,108 +0.7%
TH
62
TCTC Holdings
Texas
$35.3M +$215K +2,473 +0.6%
Stifel Financial
63
Stifel Financial
Missouri
$34.6M +$891K +10,252 +3%
OMC
64
Old Mission Capital
Illinois
$32M +$14.7M +169,219 +85%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$31.9M -$690K -7,935 -2%
WFMPM
66
Woodley Farra Manion Portfolio Management
Indiana
$31.5M -$1.26M -14,530 -4%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$31.2M +$1.01M +11,551 +3%
WG
68
Welch Group
Alabama
$30.9M +$825K +9,485 +3%
Capital World Investors
69
Capital World Investors
California
$30.8M -$47.8M -549,458 -61%
BBHC
70
Brown Brothers Harriman & Co
New York
$29.7M -$314M -3,613,526 -91%
Voloridge Investment Management
71
Voloridge Investment Management
Florida
$29.6M +$28.2M +324,422 +2,044%
CCMG
72
Clark Capital Management Group
Pennsylvania
$29.6M +$6.25M +71,874 +27%
DADC
73
D.A. Davidson & Co
Montana
$29.5M +$1.1M +12,656 +4%
MAP
74
Managed Asset Portfolios
Michigan
$29.2M +$435K +5,002 +2%
NPA
75
Nichols & Pratt Advisers
Massachusetts
$28.7M -$748K -8,602 -3%
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