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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 %
BP
826
BBR Partners
New York
$263K -$532K -6,128 -67%
HWMG
827
Hurlow Wealth Management Group
Indiana
$263K -$5.04K -58 -2%
SCA
828
Snowden Capital Advisors
New York
$263K -$16K -184 -6%
FC
829
Forte Capital
New York
$262K -$22.3K -256 -8%
AIP
830
Almanack Investment Partners
Pennsylvania
$261K -$6.82K -81 -3%
PCA
831
Peddock Capital Advisors
Massachusetts
$261K – – –
SCM
832
Shelton Capital Management
Colorado
$261K – – –
SC
833
Savant Capital
Illinois
$260K -$15.6K -179 -6%
DAS
834
Dynamic Advisor Solutions
Arizona
$260K -$2.52K -29 -1%
ESB
835
Essex Savings Bank
Connecticut
$259K – – –
W
836
WealthStone
Ohio
$255K +$40.5K +466 +19%
EI
837
Ellevest Inc
New York
$253K +$3.4K +39 +1%
CAG
838
Csenge Advisory Group
Florida
$252K +$4.07K +47 +2%
TP
839
Tranquility Partners
Tennessee
$251K -$85.6K -985 -25%
SL
840
Stevard LLC
Illinois
$249K +$20.4K +235 +9%
BRWM
841
B. Riley Wealth Management
Tennessee
$249K +$249K +2,864 New
MPI
842
Mairs & Power Inc
Minnesota
$246K -$17.4K -200 -7%
PP
843
Pacifica Partners
Canada
$245K – – –
SSWM
844
Sheets Smith Wealth Management
North Carolina
$244K – – –
PAS
845
Partnervest Advisory Services
California
$244K +$244K +2,810 New
BCP
846
Berkeley Capital Partners
Georgia
$243K -$10.9K -126 -4%
Teacher Retirement System of Texas
847
Teacher Retirement System of Texas
Texas
$243K +$243K +2,797 New
WANY
848
Wealthspire Advisors (New York)
New York
$242K -$4.36K -50 -2%
MWPCG
849
Measured Wealth Private Client Group
New Hampshire
$242K +$242K +2,778 New
CPIA
850
Cornell Pochily Investment Advisors
New York
$241K – – –
32 33
34
35 36