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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 %
MFW
901
Mosaic Family Wealth
Missouri
$204K +$204K +2,346 New
EWA
902
ERTS Wealth Advisors
Michigan
$203K -$116K -1,337 -36%
GLA
903
Good Life Advisors
Pennsylvania
$203K -$6.58K -76 -3%
PFM
904
Parsec Financial Management
North Carolina
$201K -$8.72K -100 -4%
OIA
905
Optimum Investment Advisors
Illinois
$201K – – –
HIM
906
Hotaling Investment Management
Pennsylvania
$201K +$201K +2,315 New
MCCP
907
Mission Creek Capital Partners
California
$200K -$13.1K -150 -6%
FC
908
Fairpointe Capital
Illinois
$200K +$200K +2,300 New
LWM
909
Liberty Wealth Management
California
$198K +$45.9K +529 +30%
NEAM
910
New England Asset Management
Connecticut
$196K – – –
HIA
911
Harbor Investment Advisory
Maryland
$189K -$44.8K -517 -19%
WB
912
Webster Bank
Connecticut
$182K -$9.58K -110 -5%
FPB
913
First PREMIER Bank
South Dakota
$180K – – –
CT
914
Clearstead Trust
Maine
$180K – – –
FFM
915
Fullerton Fund Management
Singapore
$179K +$179K +2,053 New
SAM
916
Security Asset Management
New York
$177K +$177K +2,039 New
PI
917
PEAK6 Investments
Illinois
$175K +$175K +2,014 New
BWP
918
Baldwin Wealth Partners
Massachusetts
$171K +$5.67K +65 +3%
GRP
919
Global Retirement Partners
California
$170K -$20.3K -234 -11%
ZB
920
Zions Bancorporation
Utah
$170K +$26K +299 +18%
NSIM
921
North Star Investment Management
Illinois
$165K – – –
AWM
922
AllSquare Wealth Management
New York
$164K +$19.7K +226 +14%
TFS
923
TrustCore Financial Services
Tennessee
$157K – – –
CHAM
924
Clear Harbor Asset Management
Connecticut
$154K +$154K +1,766 New
FC
925
FORA Capital
Florida
$151K +$49.5K +568 +49%
35 36
37
38 39