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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 %
ACM
801
Allred Capital Management
Texas
$283K -$1.04K -12 -0.4%
VA
802
Valmark Advisers
Ohio
$282K -$73.1K -840 -21%
MGWM
803
Marks Group Wealth Management
Minnesota
$281K -$8.17K -94 -3%
KOCAA
804
Knights of Columbus Asset Advisors
Connecticut
$281K +$67.3K +773 +31%
SMG
805
Smart Money Group
Texas
$280K – – –
PTC
806
Philadelphia Trust Company
Pennsylvania
$279K – – –
LC
807
Lindbrook Capital
California
$279K +$69.1K +793 +33%
CC
808
Courier Capital
New York
$278K -$39.6K -468 -12%
CA
809
Claro Advisors
Massachusetts
$277K +$9.32K +107 +3%
NG
810
Northstar Group
New York
$276K – – –
HPC
811
HM Payson & Co
Maine
$276K +$25.8K +297 +10%
ATIA
812
American Trust Investment Advisors
New Hampshire
$276K +$26.5K +305 +11%
RCC
813
Red Cedar Capital
Nebraska
$273K – – –
HW
814
Hancock Whitney
Mississippi
$272K -$4.17K -48 -2%
RCAG
815
Rehmann Capital Advisory Group
Michigan
$272K -$3.83K -44 -1%
9WM
816
9258 Wealth Management
Ohio
$271K -$6.24K -80 -2%
HBT
817
Hills Bank & Trust
Iowa
$270K -$21.7K -250 -7%
PWLP
818
Prio Wealth Limited Partnership
Massachusetts
$270K +$16.3K +187 +6%
CAI
819
Capital Advisors Inc
Oklahoma
$270K +$270K +3,107 New
PTC
820
Private Trust Company
Ohio
$269K -$146K -1,684 -35%
PMA
821
Prudent Man Advisors
Illinois
$267K -$5.39K -62 -2%
EFSCE
822
Enterprise Financial Services Corp (EFSC)
Missouri
$266K -$24.3K -279 -8%
PCA
823
Personal Capital Advisors
California
$266K +$44.9K +516 +20%
PTP
824
Platform Technology Partners
New York
$265K +$265K +3,043 New
WAAG
825
Wealth Alliance Advisory Group
Kansas
$264K -$1.91K -22 -0.7%
31 32
33
34 35