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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 %
TI
951
Truehand Inc
New Hampshire
$101K – – –
BG
952
Bollard Group
Massachusetts
$100K – – –
HWA
953
HHM Wealth Advisors
Tennessee
$100K – – –
MHR
954
Matthew Hamilton Rosenberg
$97K -$2.26K -26 -2%
TJHA
955
Thomas J. Herzfeld Advisors
Florida
$96K – – –
HR
956
Howe & Rusling
New York
$96K +$5.23K +60 +6%
BWM
957
BNC Wealth Management
Oregon
$95K +$95K +1,096 New
HDIM
958
Hanson & Doremus Investment Management
Vermont
$94K – – –
HI
959
Hudock Inc
Pennsylvania
$93K – – –
BAM
960
Barrett Asset Management
New York
$91K – – –
HCA
961
Horan Capital Advisors
Ohio
$91K +$91K +1,045 New
FA
962
Fortis Advisors
Pennsylvania
$87K -$174K -2,000 -67%
CWM
963
Cedar Wealth Management
California
$87K – – –
MRCM
964
M&R Capital Management
New Jersey
$86K -$5.8K -67 -6%
HCP
965
Hexagon Capital Partners
Arkansas
$85K +$85K +1,078 New
BFC
966
Bedel Financial Consulting
Indiana
$84K – – –
EW
967
Evoke Wealth
California
$84K +$48.6K +558 +137%
AF
968
Advisornet Financial
Minnesota
$81K -$4.36K -50 -5%
SIAS
969
Shine Investment Advisory Services
Colorado
$81K – – –
FFC
970
First Financial Corp
Indiana
$80K – – –
PFGIA
971
Patriot Financial Group Insurance Agency
Massachusetts
$79K +$4.63K +53 +6%
WEC
972
Winslow Evans & Crocker
Massachusetts
$79K +$38K +441 +93%
LF
973
Lee Financial
Texas
$78K – – –
GWS
974
Glassman Wealth Services
Virginia
$77K +$15.1K +172 +24%
IBOK
975
Independence Bank of Kentucky
Kentucky
$76K -$8.74K -100 -10%
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