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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 %
PAM
251
Private Asset Management
California
$4.04M -$163K -1,865 -4%
BF
252
BOK Financial
Oklahoma
$4.03M +$666K +7,626 +20%
SGA
253
Strategic Global Advisors
California
$4.02M +$966K +11,062 +32%
VFA
254
Voya Financial Advisors
Connecticut
$4.01M +$138K +1,577 +4%
CCT
255
Country Club Trust
Missouri
$3.98M -$252K -2,884 -6%
TW
256
Transform Wealth
Colorado
$3.91M +$2.88M +32,998 +282%
NPT
257
Nixon Peabody Trust
Massachusetts
$3.83M +$54.4K +623 +1%
NME
258
Notis-McConarty Edward
$3.82M +$50.7K +580 +1%
HKIM
259
Hayek Kallen Investment Management
Alabama
$3.79M -$33.9K -388 -0.9%
SC
260
SouthState Corp
Florida
$3.74M +$239K +2,738 +7%
SSB
261
Sandy Spring Bank
Maryland
$3.73M -$22.7K -260 -0.6%
ACI
262
AMP Capital Investors
Australia
$3.72M -$1.72M -19,726 -32%
FA
263
FDx Advisors
Illinois
$3.66M +$253K +2,895 +7%
LNWWM
264
Laird Norton Wetherby Wealth Management
California
$3.64M -$8.3K -95 -0.2%
Twin Tree Management
265
Twin Tree Management
Texas
$3.61M +$1.61M +18,446 +81%
LBA
266
Lowell Blake & Associates
Massachusetts
$3.6M +$345K +3,951 +11%
MOS
267
MGO One Seven
Ohio
$3.59M +$383K +4,882 +12%
RJT
268
Raymond James Trust
Florida
$3.56M +$385K +4,404 +12%
BIMC
269
Benson Investment Management Company
Virginia
$3.55M +$10K +115 +0.3%
SF
270
Synovus Financial
Georgia
$3.53M -$332K -3,811 -9%
OC
271
Oppenheimer & Co
New York
$3.51M -$103K -1,181 -3%
WA
272
WealthTrust Axiom
Pennsylvania
$3.46M -$96.1K -1,100 -3%
HCM
273
Howland Capital Management
Massachusetts
$3.38M -$24.1K -276 -0.7%
TCCM
274
Timber Creek Capital Management
Massachusetts
$3.35M +$48.9K +560 +1%
ATC
275
Argent Trust Co
Tennessee
$3.34M +$324K +3,709 +11%
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