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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 %
RC
276
RegentAtlantic Capital
New Jersey
$3.34M -$239K -2,737 -7%
DSA
277
Davis Selected Advisers
Arizona
$3.32M +$886K +10,148 +36%
Mariner
278
Mariner
Kansas
$3.31M +$266K +3,044 +9%
CCMINC
279
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.31M -$481K -5,503 -13%
CFB
280
Cullen/Frost Bankers
Texas
$3.27M +$85.3K +976 +3%
PWAG
281
Polaris Wealth Advisory Group
California
$3.26M +$3.26M +37,090 New
PAG
282
Private Advisor Group
New Jersey
$3.24M +$475K +5,437 +17%
SSWM
283
Smith Salley Wealth Management
North Carolina
$3.22M +$169K +1,938 +6%
HWA
284
Heritage Way Advisors
Illinois
$3.2M +$172K +1,964 +6%
WTC
285
WhitTier Trust Company
Nevada
$3.16M -$49.4K -566 -2%
SAM
286
Smithbridge Asset Management
Pennsylvania
$3.16M +$113K +1,290 +4%
ABP
287
Arthur B. Page
$3.13M -$219K -2,506 -7%
FVWA
288
Foster Victor Wealth Advisors
South Carolina
$3.1M +$3.1M +35,491 New
HTC
289
Haverford Trust Company
Pennsylvania
$3.07M +$1.75K +20 +0.1%
CB
290
Commerce Bank
Missouri
$3.07M +$1.01M +11,514 +49%
CAM
291
Cubic Asset Management
Massachusetts
$3.07M -$11.8K -135 -0.4%
CQS
292
Credential Qtrade Securities
$3.06M -$119K -1,368 -4%
WIC
293
Woodmont Investment Counsel
Tennessee
$3.05M +$28K +321 +0.9%
CCA
294
Catalyst Capital Advisors
New York
$3.05M – – –
MC
295
Moors & Cabot
Massachusetts
$3.04M +$521K +5,960 +21%
CCM
296
Canal Capital Management
Virginia
$3.01M +$31.3K +358 +1%
VAS
297
Vestmark Advisory Solutions
Massachusetts
$2.96M -$26.7K -306 -0.9%
MNBTD
298
Moody National Bank Trust Division
Texas
$2.9M -$2.62K -30 -0.1%
TPCW
299
TD Private Client Wealth
New York
$2.9M +$1.1M +12,619 +61%
DWA
300
Dorsey Wright & Associates
California
$2.88M -$232K -2,645 -7%
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