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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 %
JWS
726
Juncture Wealth Strategies
Arizona
$365K -$26.1K -300 -7%
PWP
727
Private Wealth Partners
California
$365K – – –
CFGS
728
Concourse Financial Group Securities
Alabama
$363K +$211K +2,427 +139%
MCIA
729
Mountain Capital Investment Advisors
Colorado
$363K +$363K +4,109 New
SFS
730
Sowell Financial Services
Arkansas
$361K -$5.82K -67 -2%
FPFS
731
First Personal Financial Services
North Carolina
$361K – – –
AS
732
Altshuler Shaham
Israel
$357K – – –
ODCM
733
Old Dominion Capital Management
Virginia
$354K -$261 -3 -0.1%
BOH
734
Bank of Hawaii
Hawaii
$351K +$351K +4,039 New
NDSI
735
Newman Dignan & Sheerar Inc
Rhode Island
$350K – – –
CSS
736
Cubist Systematic Strategies
Connecticut
$349K +$27.3K +314 +8%
BJL
737
Brighton Jones LLC
Washington
$349K +$140K +1,610 +67%
BFM
738
Boston Financial Management
Massachusetts
$348K -$17.4K -200 -5%
VIM
739
Vista Investment Management
Pennsylvania
$347K -$6.87K -79 -2%
HPCM
740
High Pointe Capital Management
Illinois
$347K – – –
AIA
741
Armor Investment Advisors
North Carolina
$344K -$109K -1,253 -24%
GTAM
742
Global Trust Asset Management
Florida
$342K – – –
CHA
743
Carmichael Hill & Associates
Maryland
$340K – – –
WPP
744
Whalerock Point Partners
Rhode Island
$338K -$3.55M -3,552 -91%
WCF
745
West Coast Financial
California
$338K -$6.09K -70 -2%
Diamond Hill Capital Management
746
Diamond Hill Capital Management
Ohio
$333K +$33.9K +390 +11%
New York State Common Retirement Fund
747
New York State Common Retirement Fund
New York
$332K – – –
PWA
748
Physician Wealth Advisors
Utah
$332K +$3.67K +46 +1%
PWM
749
Perigon Wealth Management
California
$330K +$12.9K +148 +4%
OPA
750
Old Port Advisors
Maine
$328K -$82.5K -950 -20%
28 29
30
31 32