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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.

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
1
Dodge & Cox
California
$1.89B
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$69.1M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$740M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$54.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$238M

Top Sellers

1
BBHC
1
Brown Brothers Harriman & Co
New York
$29.7M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$581M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$148M
5
FAM
5
Fred Alger Management
New York
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$19.1M +$45.3K +521 +0.2%
HTHT
102
Hemenway Trust Hemenway Trust
New Hampshire
$18.8M +$122K +1,402 +0.7%
LPL Financial
103
LPL Financial
California
$18.7M -$387K -4,454 -2%
William Blair & Company
104
William Blair & Company
Illinois
$18.2M +$1.14M +13,065 +7%
RMCM
105
Reynders McVeigh Capital Management
Massachusetts
$17.4M -$583K -6,705 -3%
GC
106
Guardian Capital
Ontario, Canada
$17.3M -$85K -977 -0.5%
MTC
107
McDaniel Terry & Co
Texas
$17.1M +$81.2K +934 +0.5%
Jane Street
108
Jane Street
New York
$17M +$2.58M +29,660 +18%
FFIC
109
First Fiduciary Investment Counsel
Ohio
$16.8M +$529K +6,081 +3%
RFA
110
Reilly Financial Advisors
California
$16.7M +$4.12M +47,402 +33%
EIA
111
Edgemoor Investment Advisors
Maryland
$16.4M -$252K -2,897 -2%
GHA
112
GW Henssler & Associates
Georgia
$15.4M +$502K +5,774 +3%
KFS
113
Kurt F. Somerville
$15.4M +$72K +828 +0.5%
NPF
114
Norris Perne & French
Michigan
$15.3M +$331K +3,804 +2%
Comerica Bank
115
Comerica Bank
Texas
$15.1M -$292K -3,464 -2%
BFS
116
Bradley Foster & Sargent
Connecticut
$15.1M +$15.1M +173,493 New
MIM
117
Martin Investment Management
Florida
$14.8M +$2.32M +26,700 +19%
GGI
118
Godsey & Gibb Inc
Virginia
$14.4M +$73.7K +847 +0.5%
BG
119
Bahl & Gaynor
Ohio
$14.3M -$450K -5,177 -3%
CIM
120
Corda Investment Management
Texas
$14.2M -$63.8K -734 -0.4%
Allianz Asset Management
121
Allianz Asset Management
Germany
$13.4M +$2.52K +29 +0%
TCM
122
Tekla Capital Management
Massachusetts
$13.2M -$1.69M -19,483 -11%
JGUA
123
John G. Ullman & Associates
New York
$13.2M -$87K -1,000 -0.7%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$13.2M -$64.4M -740,514 -83%
CCM
125
Chilton Capital Management
Texas
$13.1M +$887K +10,200 +7%
3 4
5
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