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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.

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
1
Dodge & Cox
California
$1.89B
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$69.1M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$740M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$54.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$238M

Top Sellers

1
BBHC
1
Brown Brothers Harriman & Co
New York
$29.7M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$581M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$148M
5
FAM
5
Fred Alger Management
New York
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
76
Causeway Capital Management
California
$27.4M -$971K -11,168 -3%
TAM
77
Tocqueville Asset Management
New York
$27.3M -$545K -6,273 -2%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$26.6M -$2.3M -26,421 -8%
Brown Advisory
79
Brown Advisory
Maryland
$26.4M -$1.05M -12,057 -4%
OAM
80
Oppenheimer Asset Management
New York
$26M -$597K -6,864 -2%
SC
81
Saturna Capital
Washington
$25.8M +$33.9K +390 +0.1%
US Bancorp
82
US Bancorp
Minnesota
$25M -$2.39M -27,503 -9%
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$24.9M +$9.59M +110,237 +63%
SFM
84
Sphera Funds Management
Israel
$24.8M +$9.13M +105,000 +58%
EVM
85
Eaton Vance Management
Massachusetts
$24.7M +$251K +2,881 +1%
GG
86
Gofen & Glossberg
Illinois
$22.7M +$516K +5,929 +2%
CIM
87
Confluence Investment Management
Missouri
$21.8M -$218K -2,504 -1%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$21.2M +$903K +10,386 +4%
HighTower Advisors
89
HighTower Advisors
Illinois
$21.1M +$2.18M +25,153 +12%
BC
90
Bartlett & Co
Ohio
$20.9M +$540K +6,215 +3%
BCWM
91
Bartlett & Co Wealth Management
Ohio
$20.9M +$540K +6,215 +3%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$20.9M -$418K -4,812 -2%
OA
93
Oak Associates
Ohio
$20.8M -$324K -3,725 -2%
M&T Bank
94
M&T Bank
New York
$20.8M -$15.1K -174 -0.1%
JPMPWA
95
J.P. Morgan Private Wealth Advisors
California
$20.6M -$6.24M -71,750 -23%
OCM
96
Osterweis Capital Management
California
$20.4M -$3.37M -38,794 -14%
EWA
97
Exencial Wealth Advisors
Oklahoma
$20.2M +$940K +10,805 +5%
FCI
98
Financial Counselors Inc
Kansas
$19.9M +$168K +1,932 +0.9%
PAS
99
Professional Advisory Services
Florida
$19.5M +$1.74M +19,982 +10%
MF
100
Magnetar Financial
Illinois
$19.4M +$13.2M +152,036 +214%
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