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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 Market Value Shares Shares
Change 		Shares
Change %
Primecap Management
1
Primecap Management
California
$1.96B 22,570,940 -696,330 -3%
Dodge & Cox
2
Dodge & Cox
California
$1.89B 21,791,175 +2,437,388 +13%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$914M 10,505,750 -38,369 -0.4%
Fisher Asset Management
4
Fisher Asset Management
Washington
$788M 9,064,280 +236,451 +3%
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$740M 8,515,391 +570,400 +7%
Franklin Resources
6
Franklin Resources
California
$724M 8,330,513 -154,790 -2%
Bank of America
7
Bank of America
North Carolina
$704M 8,100,623 -344,488 -4%
Aristotle Capital Management
8
Aristotle Capital Management
California
$588M 6,759,493 +190,861 +3%
Renaissance Technologies
9
Renaissance Technologies
New York
$581M 6,681,808 -1,612,800 -19%
UBS Group
10
UBS Group
Switzerland
$578M 6,652,204 -99,529 -1%
Wells Fargo
11
Wells Fargo
California
$572M 6,572,802 -1,836 -0%
Boston Partners
12
Boston Partners
Massachusetts
$546M 6,278,480 -374,043 -6%
Charles Schwab
13
Charles Schwab
California
$417M 4,795,840 -260,053 -5%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$403M 4,639,707 -47,941 -1%
Northern Trust
15
Northern Trust
Illinois
$338M 3,881,881 +121,778 +3%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$252M 2,892,678 -802,064 -22%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$238M 2,731,598 +340,874 +14%
Morgan Stanley
18
Morgan Stanley
New York
$221M 2,545,548 -143,207 -5%
PPA
19
Parametric Portfolio Associates
Washington
$216M 2,485,784 -63,880 -3%
SCCM
20
Schafer Cullen Capital Management
New York
$195M 2,247,149 -78,935 -3%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$192M 2,203,887 -288,365 -12%
MNG
22
Manning & Napier Group
New York
$190M 2,190,365 +62,239 +3%
State Street
23
State Street
Massachusetts
$183M 2,102,679 -31,565 -1%
Capital Research Global Investors
24
Capital Research Global Investors
California
$166M 1,908,046 +167,613 +10%
Lazard Asset Management
25
Lazard Asset Management
New York
$162M 1,865,460 -508,581 -21%
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