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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 %
BBA
1026
Braun-Bostich & Associates
Pennsylvania
$31K -$41.6K -475 -57%
SL
1027
Savior LLC
Massachusetts
$31K – – –
IFAM
1028
Institutional & Family Asset Management
Colorado
$29K – – –
TFM
1029
TFC Financial Management
Massachusetts
$29K +$29K +334 New
JSC
1030
Jackson Square Capital
California
$28K -$1.4K -16 -5%
CFD
1031
Creative Financial Designs
Indiana
$28K -$1.14K -13 -4%
MAM
1032
Marquette Asset Management
Minnesota
$26K -$20.9K -241 -45%
TCM
1033
Tradewinds Capital Management
Washington
$26K – – –
SQA
1034
Simon Quick Advisors
New Jersey
$26K +$26K +300 New
EWM
1035
Endurance Wealth Management
Rhode Island
$25K -$3.02K -35 -11%
ADL
1036
Asset Dedication LLC
California
$25K – – –
IF
1037
Ironwood Financial
Arizona
$25K – – –
LWANC
1038
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K – – –
RIM
1039
Rockbridge Investment Management
New York
$25K – – –
CA
1040
Centerpoint Advisors
Massachusetts
$24K – – –
FMTCOCP
1041
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K – – –
SWM
1042
Selective Wealth Management
Virginia
$22K – – –
PCFFS
1043
Pacific Center for Financial Services
California
$22K – – –
ICM
1044
Islay Capital Management
Texas
$22K – – –
SBL
1045
Sargent Bickham Lagudis
Colorado
$21K – – –
SC
1046
Sawyer & Company
Massachusetts
$20K -$84.1K -980 -81%
KTC
1047
Kistler-Tiffany Companies
Pennsylvania
$20K – – –
DI
1048
Disciplined Investments
Oklahoma
$19K -$1.75K -20 -8%
AA
1049
Advisory Alpha
Michigan
$18K +$18K +212 New
TFGT
1050
TS Financial Group (TSFG)
Illinois
$17K -$677 -8 -4%
40 41
42
43 44