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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
+$293M
2
Aristotle Capital Management
Aristotle Capital Management
California
+$59.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$53.8M
4
Capital World Investors
Capital World Investors
California
+$49.5M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$37.7M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$313M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$159M
3
Morgan Stanley
Morgan Stanley
New York
-$93.2M
4
Primecap Management
Primecap Management
California
-$66.5M
5
FWIA
Fort Washington Investment Advisors
Ohio
-$61.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGA
301
Eagle Global Advisors
Texas
$2.85M -$93.4K -1,070 -3%
SG Americas Securities
302
SG Americas Securities
New York
$2.84M -$2.51M -28,697 -47%
PPW
303
Parcion Private Wealth
Washington
$2.83M -$27.2K -307 -1%
GCA
304
Guardian Capital Advisors
Ontario, Canada
$2.81M +$24.6K +390 +0.9%
ANTB
305
AMG National Trust Bank
Colorado
$2.79M +$110K +1,256 +4%
BA
306
Bristlecone Advisors
Washington
$2.78M -$8.3K -95 -0.3%
D.E. Shaw & Co
307
D.E. Shaw & Co
New York
$2.73M -$28.9M -331,035 -91%
SI
308
Stephens Inc
Arkansas
$2.73M +$133K +1,524 +5%
ANI
309
American National Insurance
Texas
$2.66M – – –
LBC
310
Lawrence B. Cohen
$2.63M -$7.95K -91 -0.3%
AllianceBernstein
311
AllianceBernstein
Tennessee
$2.61M +$90.6K +1,038 +4%
RFM
312
Royal Fund Management
Florida
$2.6M +$72.5K +830 +3%
PCM
313
Parsons Capital Management
Rhode Island
$2.57M +$197K +2,253 +8%
SL
314
Summitry LLC
California
$2.57M +$201K +2,300 +8%
WIC
315
Whitegate Investment Counselors
New Hampshire
$2.53M -$13.1K -150 -0.5%
OSAM
316
O'Shaughnessy Asset Management
Connecticut
$2.52M +$1.31M +14,981 +108%
BFG
317
Beacon Financial Group
Texas
$2.52M -$3.76K -43 -0.1%
CA
318
Clearstead Advisors
Ohio
$2.51M +$914K +10,460 +57%
AWM
319
Avitas Wealth Management
California
$2.48M -$65K -744 -3%
GC
320
Guggenheim Capital
Illinois
$2.47M -$104K -1,190 -4%
CIBC Asset Management
321
CIBC Asset Management
Ontario, Canada
$2.42M -$1.33M -15,215 -35%
AFM
322
Abbot Financial Management
Massachusetts
$2.39M +$34.9K +400 +1%
SCM
323
Stonebridge Capital Management
California
$2.36M -$114K -1,300 -5%
PA
324
Perennial Advisors
New York
$2.35M +$410K +4,690 +21%
OC
325
Oarsman Capital
Wisconsin
$2.34M +$1.33M +15,234 +132%
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