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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 %
CFN
926
Cordasco Financial Network
Florida
$148K – – –
Mitsubishi UFJ Asset Management
927
Mitsubishi UFJ Asset Management
Japan
$147K +$2.43K +28 +2%
TI
928
tru Independence
Oregon
$141K -$34.3K -394 -20%
ONST
929
Old North State Trust
North Carolina
$141K +$141K +1,619 New
IA
930
IFP Advisors
Florida
$139K -$24.1K -274 -15%
CCA
931
Column Capital Advisors
Indiana
$139K -$13.6K -157 -9%
HWA
932
Heritage Wealth Advisors
Virginia
$138K – – –
Axa
933
Axa
France
$134K +$134K +1,537 New
DZ Bank
934
DZ Bank
Germany
$131K – – –
SNT
935
Security National Trust
West Virginia
$126K -$4.35K -50 -3%
KPCM
936
Kings Point Capital Management
New York
$123K – – –
FNBOSM
937
First National Bank of South Miami
Florida
$119K – – –
MMG
938
Monetary Management Group
Missouri
$117K – – –
EWA
939
Evolution Wealth Advisors
Florida
$113K -$2.43K -28 -2%
FFA
940
Founders Financial Alliance
North Carolina
$112K +$112K +1,290 New
CHC
941
City Holding Co
West Virginia
$111K – – –
GCM
942
Gables Capital Management
Florida
$111K – – –
CFO
943
CVA Family Office
Colorado
$110K +$3.91K +45 +4%
CFG
944
CKW Financial Group
Hawaii
$109K +$8.72K +100 +9%
SFSIG
945
San Francisco Sentry Investment Group
California
$107K – – –
CH
946
Canton Hathaway
Rhode Island
$107K +$107K +1,231 New
VCM
947
Vigilant Capital Management
Maine
$106K +$95.9K +1,103 +951%
PO
948
Private Ocean
California
$104K – – –
RMC
949
Resources Management Corp
Connecticut
$103K -$32.6K -375 -24%
EP
950
Eudaimonia Partners
Tennessee
$102K -$6.5K -75 -6%
36 37
38
39 40