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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 %
SFG
751
Summit Financial Group
West Virginia
$328K -$4.26K -49 -1%
RTC
752
Riverview Trust Company
Washington
$327K – – –
HB
753
Horizon Bancorp
Indiana
$327K +$14.2K +163 +5%
MMHP
754
Murphy Middleton Hinkle & Parker
Georgia
$323K – – –
FAM
755
Formidable Asset Management
Ohio
$322K +$3.67K +42 +1%
SAM
756
S.A. Mason
Michigan
$321K -$697 -8 -0.2%
BFC
757
Blue Fin Capital
Rhode Island
$321K – – –
PCM
758
Pointe Capital Management
Michigan
$321K +$10.4K +120 +3%
IRC
759
Investors Research Corp
Georgia
$318K – – –
PWMAG
760
Pinnacle Wealth Management Advisory Group
New Jersey
$318K +$62.1K +714 +24%
HAG
761
HighPoint Advisor Group
Illinois
$317K -$18.7K -222 -6%
RHAM
762
Round Hill Asset Management
California
$317K -$17.4K -200 -5%
IA
763
IFG Advisory
Georgia
$317K – – –
IPW
764
Inlet Private Wealth
Florida
$315K – – –
AAM
765
Aureus Asset Management
Massachusetts
$314K -$23.4K -269 -7%
BL
766
Balentine LLC
Georgia
$314K +$105K +1,205 +50%
AA
767
Argent Advisors
Louisiana
$313K +$46.5K +535 +17%
PFBT
768
Parkside Financial Bank & Trust
Missouri
$312K -$125K -1,440 -29%
LFAS
769
Level Four Advisory Services
Texas
$312K -$67.5K -776 -18%
OAM
770
Occidental Asset Management
California
$311K -$6.79K -78 -2%
NFG
771
Next Financial Group
Texas
$310K +$2.96K +34 +1%
TCB
772
Texas Capital Bancshares
Texas
$309K – – –
FLAM
773
First Light Asset Management
Minnesota
$307K – – –
KMWM
774
Keudell/Morrison Wealth Management
Oregon
$306K -$26.9K -309 -8%
GDP
775
Great Diamond Partners
Maine
$304K +$5.3K +61 +2%
29 30
31
32 33