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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 %
NL
1151
NWAM LLC
Washington
– -$241K -2,763 Closed
Thrivent Financial for Lutherans
1152
Thrivent Financial for Lutherans
Minnesota
– -$225K -2,723 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1153
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$235K -2,693 Closed
Verition Fund Management
1154
Verition Fund Management
Connecticut
– -$234K -2,676 Closed
APP
1155
Avantax Planning Partners
Iowa
– -$232K -2,660 Closed
BW
1156
Bison Wealth
Georgia
– -$229K -2,623 Closed
CIP
1157
Cornerstone Investment Partners
Georgia
– -$212K -2,425 Closed
AC
1158
Avestar Capital
New York
– -$211K -2,418 Closed
FRM
1159
Fox Run Management
Connecticut
– -$208K -2,385 Closed
SHA
1160
Seneca House Advisors
Virginia
– -$204K -2,333 Closed
MFW
1161
Meristem Family Wealth
Minnesota
– -$203K -2,321 Closed
RI
1162
Ridgewood Investments
New Jersey
– -$202K -2,315 Closed
CFG
1163
Citizens Financial Group
Rhode Island
– -$179K -2,045 Closed
1W
1164
1776 Wealth
Georgia
– -$159K -1,825 Closed
FWM
1165
FSA Wealth Management
Massachusetts
– -$126K -1,448 Closed
THWM
1166
Taylor Hoffman Wealth Management
Virginia
– -$87K -1,000 Closed
BFIM
1167
Beese Fulmer Investment Management
Ohio
– -$79K -902 Closed
CWP
1168
CFM Wealth Partners
Texas
– -$75K -865 Closed
KPW
1169
Kore Private Wealth
New York
– -$70K -809 Closed
PA
1170
Procyon Advisors
Connecticut
– -$63K -719 Closed
BSAM
1171
Blue Square Asset Management
New York
– -$62K -705 Closed
SMG
1172
Spectrum Management Group
Indiana
– -$61K -695 Closed
AA
1173
AlphaCentric Advisors
Puerto Rico
– -$48K -550 Closed
KWM
1174
Keebeck Wealth Management
Illinois
– -$45K -522 Closed
PWP
1175
Principle Wealth Partners
Connecticut
– -$46K -521 Closed
44 45 46
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