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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 %
CIC
876
Crawford Investment Counsel
Georgia
$221K – – –
NCM
877
Northside Capital Management
Oregon
$221K – – –
Cetera Investment Advisers
878
Cetera Investment Advisers
Illinois
$220K -$21.6K -249 -9%
PP
879
PDS Planning
Ohio
$218K +$523 +6 +0.2%
RE
880
RBC Europe
United Kingdom
$217K – – –
RWA
881
River Wealth Advisors
Pennsylvania
$217K +$217K +2,497 New
KA
882
Kovack Advisors
Florida
$216K -$88.5K -1,019 -29%
DDPIC
883
Deroy & Devereaux Private Investment Counsel
Michigan
$215K -$17.4K -200 -7%
ARG
884
Advisory Resource Group
Oklahoma
$214K – – –
ACWM
885
Adams Chetwood Wealth Management
North Carolina
$214K – – –
MPCG
886
Matrix Private Capital Group
New York
$212K -$610 -7 -0.3%
FMW
887
Farr Miller & Washington
District of Columbia
$212K – – –
MFG
888
Magnus Financial Group
New York
$210K +$210K +2,420 New
AIP
889
ARS Investment Partners
New York
$209K – – –
BC
890
Burney Company
Virginia
$209K +$209K +2,398 New
IC
891
Intersect Capital
California
$209K +$209K +2,408 New
CFS
892
CRA Financial Services
New Jersey
$208K – – –
SFO
893
Stokes Family Office
Louisiana
$207K +$207K +2,378 New
RPC
894
Rossmore Private Capital
Connecticut
$207K +$207K +2,382 New
BPB
895
Badgley, Phelps & Bell
Washington
$206K -$187K -2,150 -48%
MCM
896
Mitchell Capital Management
Kansas
$206K +$6.36K +73 +3%
MGIA
897
Moneta Group Investment Advisors
Missouri
$206K +$6.87K +79 +3%
CIA
898
Choate Investment Advisors
Massachusetts
$205K – – –
CL
899
CPWM LLC
Washington
$204K -$9.9K -114 -5%
VST
900
Van Strum & Towne
California
$204K – – –
34 35
36
37 38