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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 %
EIP
976
Ellis Investment Partners
Pennsylvania
$76K – – –
PR
977
Payden & Rygel
California
$76K – – –
Parallax Volatility Advisers
978
Parallax Volatility Advisers
California
$72K +$70.6K +807 +5,044%
FWM
979
Focused Wealth Management
New York
$71K – – –
AA
980
AlphaMark Advisors
Kentucky
$71K – – –
EDRH
981
Edmond de Rothschild Holding
Switzerland
$70K -$30.6K -350 -30%
QCMC
982
Quantum Capital Management (California)
California
$70K -$9.43K -109 -12%
TAIM
983
TD Ameritrade Investment Management
Nebraska
$70K -$262 -3 -0.4%
SIM
984
Sonora Investment Management
Arizona
$70K +$2.61K +30 +4%
PWMG
985
Prestige Wealth Management Group
New Jersey
$67K – – –
PFO
986
Pathstone Family Office
New Jersey
$66K – – –
TC
987
Truvestments Capital
Florida
$64K -$41.5K -475 -39%
SWM
988
Sugarloaf Wealth Management
Georgia
$59K – – –
JWA
989
JFS Wealth Advisors
Pennsylvania
$59K – – –
BNP Paribas Financial Markets
990
BNP Paribas Financial Markets
France
$58.7K -$14.5K -167 -20%
FMP
991
Financial Management Professionals
Texas
$58K +$86 +1 +0.1%
TWA
992
TCI Wealth Advisors
Arizona
$54K -$20.8K -241 -28%
DWA
993
Dougherty Wealth Advisers
Minnesota
$53K – – –
AJ
994
Ashburton (Jersey)
Jersey
$53K – – –
FCFS
995
First Command Financial Services
Texas
$53K – – –
FCB
996
First Command Bank
Texas
$53K – – –
KAS
997
Kemnay Advisory Services
New York
$52K – – –
JWM
998
Jeppson Wealth Management
California
$52K +$52K +600 New
AWA
999
Artemis Wealth Advisors
New York
$51K – – –
JAM
1000
JCIC Asset Management
Ontario, Canada
$49K – – –
38 39
40
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