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.

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
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 %
AIA
201
Avalon Investment & Advisory
Texas
$6.44M -$925K -10,632 -13%
MCM
202
Mengis Capital Management
Oregon
$6.38M +$107K +1,233 +2%
FCH
203
Freestone Capital Holdings
Washington
$6.23M -$115K -1,319 -2%
AI
204
Atria Investments
North Carolina
$6.12M +$233K +2,682 +4%
Qube Research & Technologies (QRT)
205
Qube Research & Technologies (QRT)
United Kingdom
$6.02M +$4.51M +51,907 +301%
MAM
206
Mastrapasqua Asset Management
Tennessee
$6.01M +$193K +2,221 +3%
CNB
207
Camden National Bank
Maine
$6M +$46.6K +536 +0.8%
AUB
208
Atlantic Union Bankshares
Virginia
$5.97M +$2.35K +27 +0%
GT
209
Glenmede Trust
Pennsylvania
$5.89M -$966K -11,115 -14%
Cambridge Investment Research Advisors
210
Cambridge Investment Research Advisors
Iowa
$5.8M +$313K +3,594 +6%
PSC
211
Prentiss Smith & Co
Vermont
$5.74M -$177K -2,033 -3%
PP
212
Patten & Patten
Tennessee
$5.72M -$14.9K -171 -0.3%
FBC
213
Fairfield, Bush & Co
Connecticut
$5.71M -$3.48K -40 -0.1%
MML Investors Services
214
MML Investors Services
Massachusetts
$5.64M +$12.3K +141 +0.2%
BS
215
Banco Santander
Spain
$5.5M +$658K +7,570 +14%
PHS
216
Pekin Hardy Strauss
Illinois
$5.41M -$238K -2,737 -4%
BIC
217
Beach Investment Counsel
Pennsylvania
$5.37M -$113K -1,300 -2%
CSPIA
218
Cary Street Partners Investment Advisory
Virginia
$5.34M +$5.34M +61,436 New
FPTW
219
Franklin, Parlapiano, Turner & Welch
Texas
$5.34M +$64.3K +739 +1%
BCM
220
Bourgeon Capital Management
Connecticut
$5.29M +$55.8K +642 +1%
FGP
221
Foyston, Gordon, & Payne
Ontario, Canada
$5.24M +$133K +1,534 +3%
PL
222
Parkwood LLC
Ohio
$5.14M +$131K +1,506 +3%
KAS
223
Kestra Advisory Services
Texas
$5.14M +$5.14M +59,078 New
WT
224
Whittier Trust
California
$5M -$128K -1,475 -2%
ARMC
225
American Research & Management Company
Massachusetts
$4.91M -$8.7K -100 -0.2%
7 8
9
10 11