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

Top Sellers

1
BBHC
Brown Brothers Harriman & Co
New York
$29.7M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109M
3
Renaissance Technologies
Renaissance Technologies
New York
$581M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$148M
5
FAM
Fred Alger Management
New York
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
1051
TimeScale Financial
Massachusetts
$17K – – –
APWM
1052
Atlas Private Wealth Management
New York
$17K – – –
CTB
1053
Country Trust Bank
Illinois
$17K – – –
MAWCM
1054
Mine & Arao Wealth Creation & Management
California
$17K – – –
BEI
1055
Benjamin Edwards Inc
Missouri
$17K – – –
BCM
1056
Blume Capital Management
California
$17K – – –
TC
1057
Trust Company
Kansas
$17K – – –
PFS
1058
Prospera Financial Services
Texas
$16K -$2.07M -24,033 -99%
CWC
1059
Carolinas Wealth Consulting
North Carolina
$16K -$2.16K -25 -12%
HWM
1060
HighMark Wealth Management
Minnesota
$13K – – –
ANBT
1061
American National Bank & Trust
Texas
$13K – – –
HCM
1062
Highlander Capital Management
New Jersey
$13K – – –
HIM
1063
Hillsdale Investment Management
Ontario, Canada
$13K +$6.07K +70 +88%
FP
1064
Fiduciary Planning
Florida
$13K +$13K +155 New
SIS
1065
Sound Income Strategies
Florida
$12K – – –
Ninety One (UK)
1066
Ninety One (UK)
United Kingdom
$12K +$86 +1 +0.7%
Millennium Management
1067
Millennium Management
New York
$12K -$63.5K -730,454 -84%
HS
1068
Horan Securities
United States
$11K -$4.22K -48 -28%
ATC
1069
Adirondack Trust Company
New York
$11K – – –
HGWM
1070
Harvest Group Wealth Management
Massachusetts
$10K – – –
MIFH
1071
Migdal Insurance & Financial Holdings
Israel
$10K – – –
CBT
1072
Central Bank & Trust
Kentucky
$10K – – –
CFFP
1073
Center for Financial Planning
Michigan
$9K – – –
CPA
1074
Cowen Prime Advisors
New York
$9K – – –
HFM
1075
Hartford Financial Management
Connecticut
$9K – – –
41 42
43
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