NVS icon

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 %
Mirae Asset Global Investments
151
Mirae Asset Global Investments
South Korea
$9.33M -$2.12M -24,362 -19%
CT
152
Cambridge Trust
Massachusetts
$9.02M +$53.5K +615 +0.6%
RG
153
Renaissance Group
Kentucky
$9M -$995K -11,445 -10%
FT
154
Fiduciary Trust
Massachusetts
$8.91M -$127K -1,459 -1%
TG
155
TCW Group
California
$8.86M +$16.1K +185 +0.2%
CSIC
156
Clifford Swan Investment Counsel
California
$8.84M -$122K -1,404 -1%
PGFC
157
Peapack-Gladstone Financial Corp
New Jersey
$8.8M +$90.5K +1,041 +1%
RG
158
Rathbones Group
United Kingdom
$8.64M -$31.6K -363 -0.4%
GF
159
Gabelli Funds
New York
$8.61M – – –
MJP
160
Michael J. Puzo
$8.57M -$19K -218 -0.2%
OA
161
Oxbow Advisors
Texas
$8.54M -$78K -897 -0.9%
TTWM
162
TCV Trust & Wealth Management
Virginia
$8.33M +$140K +1,608 +2%
NCM
163
Narwhal Capital Management
Georgia
$8.32M +$563K +6,476 +7%
BCM
164
Buckhead Capital Management
Georgia
$8.22M -$17.8K -205 -0.2%
AAIM
165
American Assets Investment Management
California
$8.14M – – –
Federated Hermes
166
Federated Hermes
Pennsylvania
$8.1M -$246K -2,824 -3%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$8.08M – – –
DMIC
168
Dixon Mitchell Investment Counsel
British Columbia, Canada
$7.93M +$3.58M +41,200 +82%
ECG
169
Edge Capital Group
Georgia
$7.89M +$2.75M +31,613 +53%
GIM
170
Grassi Investment Management
California
$7.73M +$28.3K +325 +0.4%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$7.73M -$75K -862 -1%
Deutsche Bank
172
Deutsche Bank
Germany
$7.64M +$429K +4,928 +6%
BCB
173
Brian C. Broderick
$7.54M +$81.8K +941 +1%
Creative Planning
174
Creative Planning
Kansas
$7.52M +$1.02M +11,828 +16%
WF
175
Welch & Forbes
Massachusetts
$7.4M +$270K +3,101 +4%
5 6
7
8 9