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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 %
AAMU
1126
Amundi Asset Management US
Massachusetts
– -$1.15M -13,200 Closed
GI
1127
GAMCO Investors
Connecticut
– -$1.14M -13,095 Closed
DIM
1128
DC Investments Management
Virginia
– -$1.01M -11,599 Closed
Wolverine Trading
1129
Wolverine Trading
Illinois
– -$943K -10,803 Closed
FIB
1130
First Interstate Bank
Montana
– -$866K -9,907 Closed
CF
1131
Centaurus Financial
California
– -$853K -9,769 Closed
GC
1132
Gratus Capital
Georgia
– -$806K -9,234 Closed
CPC
1133
Cookson Peirce & Co
Pennsylvania
– -$590K -6,756 Closed
Sumitomo Mitsui Trust Group
1134
Sumitomo Mitsui Trust Group
Japan
– -$517K -5,915 Closed
ORI
1135
Oak Ridge Investments
Illinois
– -$488K -5,587 Closed
HCM
1136
Hutchinson Capital Management
California
– -$470K -5,379 Closed
WSTAM
1137
Wilbanks Smith & Thomas Asset Management
Virginia
– -$462K -5,291 Closed
VWA
1138
V Wealth Advisors
Kansas
– -$425K -4,862 Closed
BCA
1139
Bay Colony Advisors
Massachusetts
– -$408K -4,673 Closed
RWP
1140
RWA Wealth Partners
Massachusetts
– -$369K -4,228 Closed
BCM
1141
Bienville Capital Management
New York
– -$368K -4,216 Closed
IAN
1142
Integrated Advisors Network
Texas
– -$332K -3,807 Closed
AWA
1143
ARS Wealth Advisors
Florida
– -$328K -3,757 Closed
ER
1144
Enlightenment Research
Florida
– -$314K -3,600 Closed
EIP
1145
Epoch Investment Partners
New York
– -$306K -3,500 Closed
IC
1146
Inscription Capital
Texas
– -$299K -3,420 Closed
RIA
1147
Regal Investment Advisors
Michigan
– -$298K -3,410 Closed
LCAM
1148
London & Capital Asset Management
United Kingdom
– -$287K -3,288 Closed
TFCP
1149
Twin Focus Capital Partners
Massachusetts
– -$277K -3,172 Closed
RCA
1150
Resonant Capital Advisors
Wisconsin
– -$243K -2,783 Closed
44 45
46
47 48