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Novartis
NVS

Overview Fund Activity

1,127 hedge funds and large institutions have $20.7B invested in Novartis in 2020 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 408 increasing their positions, 420 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
-5
Holders Change %
-0.44%
% of All Funds
23.17%
Holding in Top 10
15
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-50%
% of All Funds
0.31%
New
83
Increased
408
Reduced
420
Closed
78
Calls
$203M
Puts
$108M
Net Calls
+$95.1M
Net Calls Change
+$44.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$581M
2
Aristotle Capital Management
Aristotle Capital Management
California
$574M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$323M
4
Capital World Investors
Capital World Investors
California
$78.9M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$218M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$1.69B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$268M
3
Morgan Stanley
Morgan Stanley
New York
$235M
4
Primecap Management
Primecap Management
California
$2.03B
5
FWIA
Fort Washington Investment Advisors
Ohio
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
226
United Capital Financial Advisors
Texas
$5.04M +$1.07M +12,291 +27%
PL
227
Parkwood LLC
Ohio
$5.03M -$5.64M -64,545 -53%
ARMC
228
American Research & Management Company
Massachusetts
$4.94M -$43.1K -493 -0.9%
Geode Capital Management
229
Geode Capital Management
Massachusetts
$4.93M -$322K -3,691 -6%
BS
230
Banco Santander
Spain
$4.86M +$1.8M +20,575 +59%
ZAM
231
Zevin Asset Management
Massachusetts
$4.79M -$71.4K -817 -1%
CTA
232
Chesley Taft & Associates
Illinois
$4.66M -$38.7K -443 -0.8%
HA
233
Hamel Associates
New Jersey
$4.62M -$30.6K -350 -0.7%
RFC
234
Regions Financial Corp
Alabama
$4.6M +$499K +5,716 +12%
KeyBank National Association
235
KeyBank National Association
Ohio
$4.51M -$365K -4,179 -7%
LNB
236
Ledyard National Bank
$4.48M +$237K +2,717 +6%
GCM
237
Garland Capital Management
Washington
$4.46M -$223K -2,550 -5%
PSUF
238
People's United Financial
Connecticut
$4.43M -$191K -2,191 -4%
M
239
MOTCO
Texas
$4.39M +$112K +1,281 +3%
Canada Pension Plan Investment Board
240
Canada Pension Plan Investment Board
Ontario, Canada
$4.38M +$4.38M +50,177 New
DMIC
241
Dixon Mitchell Investment Counsel
British Columbia, Canada
$4.36M +$219K +2,510 +5%
GAM
242
Griffin Asset Management
New York
$4.36M -$26.1K -299 -0.6%
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$4.35M +$26.9K +308 +0.6%
MGIA
244
Matthew Goff Investment Advisor
Texas
$4.27M +$71.1K +814 +2%
NIM
245
Northeast Investment Management
Massachusetts
$4.24M +$224K +2,565 +6%
LOPW
246
Live Oak Private Wealth
North Carolina
$4.22M +$3.97M +45,418 +1,575%
BIAS
247
Beacon Investment Advisory Services
New Jersey
$4.13M +$156K +1,785 +4%
CAM
248
Carret Asset Management
New York
$4.13M -$11.4K -130 -0.3%
TCM
249
Telos Capital Management
California
$4.08M +$162K +1,857 +4%
HGI
250
Hansberger Growth Investors
Wisconsin
$4.05M -$28.2K -323 -0.7%
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