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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 %
AF
1001
Allworth Financial
California
$47K -$6.84K -78 -13%
ST
1002
Sageworth Trust
Pennsylvania
$46K – – –
LB
1003
Legacy Bridge
Iowa
$45K -$4.03K -46 -8%
BWM
1004
Baystate Wealth Management
Massachusetts
$44K -$3.88K -45 -8%
MF
1005
Manchester Financial
California
$43K – – –
PCM
1006
Polaris Capital Management
Massachusetts
$43K – – –
CCM
1007
Chiron Capital Management
Florida
$43K +$43K +500 New
BCA
1008
Berman Capital Advisors
Georgia
$42K -$24.1K -278 -36%
PK
1009
Pflug Koory
Nebraska
$42K +$5.63K +65 +15%
BCA
1010
Bray Capital Advisors
Florida
$41K – – –
LGWM
1011
Litman Gregory Wealth Management
California
$41K – – –
LWA
1012
Lenox Wealth Advisors
New York
$39K -$17.9K -205 -31%
FRA
1013
Front Row Advisors
California
$39K -$16.2K -179 -29%
BWA
1014
Burt Wealth Advisors
Maryland
$39K +$1.59K +18 +4%
POIA
1015
Pin Oak Investment Advisors
Texas
$38K – – –
RBC
1016
Roble Belko & Company
Pennsylvania
$38K +$3.1K +36 +9%
WCG
1017
Weaver Consulting Group
California
$36K – – –
BC
1018
Barnett & Company
Tennessee
$35K – – –
GEA
1019
Glen Eagle Advisors
New Jersey
$34.8K – – –
JWM
1020
Janiczek Wealth Management
Colorado
$34K +$27.3K +310 +408%
TPWA
1021
TRUE Private Wealth Advisors
Oregon
$34K +$34K +400 New
ME
1022
McIlrath & Eck
Washington
$33K -$4.4K -50 -12%
PMFA
1023
Plante Moran Financial Advisors
Michigan
$33K – – –
NIC
1024
Northwest Investment Counselors
Oregon
$33K +$33K +375 New
Schroder Investment Management Group
1025
Schroder Investment Management Group
United Kingdom
$32K -$17.5K -200 -35%
39 40
41
42 43