NVS icon

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 %
CG
776
Caprock Group
Idaho
$303K -$199K -2,283 -40%
WAM
777
Weatherly Asset Management
California
$301K +$20K +230 +7%
VV
778
Verity & Verity
South Carolina
$299K -$5.63M -63,824 -95%
KM
779
Kalos Management
Georgia
$299K -$1.94K -23 -0.6%
AA
780
Ancora Advisors
Ohio
$299K – – –
HFS
781
Hantz Financial Services
Michigan
$299K +$11.1K +128 +4%
HFRG
782
Houlihan Financial Resource Group
Virginia
$299K +$299K +3,475 New
LW
783
Linscomb Wealth
Texas
$298K -$2.43K -28 -0.8%
PFSC
784
Peoples Financial Services Corp
Pennsylvania
$298K – – –
FLI
785
Family Legacy Inc
South Carolina
$298K – – –
SYBT
786
Stock Yards Bank & Trust
Kentucky
$295K -$86.9K -1,000 -23%
CWM
787
Cornerstone Wealth Management
Missouri
$295K -$17.4K -200 -6%
PB
788
Pinnacle Bancorp
Nebraska
$295K -$17.3K -199 -6%
IAIM
789
International Assets Investment Management
Florida
$295K +$5.39K +62 +2%
CDH
790
Charles D. Hyman
$293K -$2.61K -30 -0.9%
KCM
791
Kendall Capital Management
Maryland
$292K -$54.3K -625 -16%
KCM
792
Kanawha Capital Management
Virginia
$292K +$2.53K +29 +0.9%
DWM
793
Dorchester Wealth Management
Quebec, Canada
$291K -$8.69K -100 -3%
SIC
794
Shoker Investment Counsel
Ohio
$291K – – –
PTB
795
Pioneer Trust Bank
Oregon
$291K – – –
TFA
796
Teamwork Financial Advisors
Texas
$289K – – –
SSA
797
Schonfeld Strategic Advisors
New York
$289K +$289K +3,320 New
TF
798
Tompkins Financial
New York
$286K – – –
BCP
799
Blackhawk Capital Partners
Wisconsin
$285K -$162K -1,860 -36%
SF
800
Symphony Financial
Texas
$284K +$284K +3,262 New
30 31
32
33 34