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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 %
LFA
851
Legacy Financial Advisors
Kentucky
$241K +$241K +2,768 New
CIA
852
Compass Ion Advisors
Pennsylvania
$241K +$241K +2,768 New
RMDI
853
R.M. Davis Inc
Maine
$239K +$24K +275 +11%
BAM
854
Belpointe Asset Management
Nevada
$238K -$56.8K -652 -19%
TSW
855
Thompson Siegel & Walmsley
Virginia
$237K -$2.78K -32 -1%
OCG
856
Opus Capital Group
Ohio
$237K – – –
WT
857
Washington Trust
Rhode Island
$237K +$9.99K +115 +4%
RIA
858
Realta Investment Advisors
Delaware
$236K -$173K -1,985 -42%
RT
859
Rockland Trust
Massachusetts
$236K -$15.5K -178 -6%
SFWA
860
Summit Financial Wealth Advisors
Louisiana
$236K +$17.1K +215 +8%
SCM
861
Seascape Capital Management
New Hampshire
$235K – – –
DY
862
Dowling & Yahnke
California
$235K +$34.7K +400 +17%
WP
863
WMS Partners
Maryland
$233K – – –
BAS
864
Brown Advisory Securities
Maryland
$231K – – –
NCM
865
Noesis Capital Mangement
Florida
$230K – – –
CC
866
Chicago Capital
Illinois
$230K – – –
WI
867
Wintrust Investments
Illinois
$229K -$9.47K -109 -4%
FMWA
868
Forvis Mazars Wealth Advisors
Missouri
$229K -$4.34K -50 -2%
SSA
869
South Street Advisors
New York
$226K – – –
ACA
870
Aptus Capital Advisors
Alabama
$225K -$1.48K -17 -0.7%
CWM
871
Circle Wealth Management
New Jersey
$225K +$225K +2,588 New
SAM
872
SignalPoint Asset Management
Missouri
$222K – – –
IIA
873
ICW Investment Advisors
Arizona
$222K +$1.39K +16 +0.6%
HCM
874
Howland Capital Management
Massachusetts
$221K -$3.14M -36,151 -93%
PFP
875
Pinnacle Financial Partners
Tennessee
$221K -$36K -414 -14%
33 34
35
36 37