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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 %
IIM
326
Ipswich Investment Management
Massachusetts
$2.33M – – –
Russell Investments Group
327
Russell Investments Group
United Kingdom
$2.31M -$2.54M -29,057 -52%
GWM
328
Geneos Wealth Management
Colorado
$2.31M +$317K +3,638 +16%
BCM
329
Brookmont Capital Management
Texas
$2.3M -$546K -6,251 -19%
PAI
330
Pittenger & Anderson Inc
Nebraska
$2.29M +$181K +2,075 +9%
MA
331
MUFG Americas
New York
$2.27M -$564K -6,459 -20%
NED
332
Nancy E. Dempze
$2.26M +$17K +195 +0.8%
AP
333
Advisor Partners
California
$2.26M +$666K +7,621 +42%
CAM
334
Cresset Asset Management
Illinois
$2.24M +$1.52M +17,432 +213%
TC
335
Telemus Capital
Michigan
$2.23M +$2K +23 +0.1%
ASN
336
Advisory Services Network
Georgia
$2.17M +$301K +3,452 +16%
NB
337
NBT Bank
New York
$2.15M -$218K -2,498 -9%
DRD
338
Dennis R. Delaney
$2.13M +$4.37K +50 +0.2%
PFS
339
Prospera Financial Services
Texas
$2.12M +$109K +1,251 +5%
EHC
340
Everett Harris & Co
California
$2.1M +$447K +5,123 +27%
VNA
341
Valley National Advisers
Pennsylvania
$2.08M -$95.5K -1,094 -4%
FC
342
FCA Corp
Texas
$2.05M -$3.41K -39 -0.2%
WHG
343
Westwood Holdings Group
Texas
$2.05M +$192K +2,200 +10%
PCTC
344
Perkins Coie Trust Company
Washington
$2.05M +$76.7K +878 +4%
FWCM
345
Ferguson Wellman Capital Management
Oregon
$2.04M – – –
TCOT
346
Trust Company of Toledo
Ohio
$2.04M -$611 -7 -0%
CPA
347
Court Place Advisors
Maryland
$2.04M – – –
HKAM
348
Horizon Kinetics Asset Management
New York
$1.99M -$179K -2,055 -8%
KBG
349
Kahn Brothers Group
New York
$1.98M -$43.7K -500 -2%
AWM
350
Argent Wealth Management
Massachusetts
$1.98M -$58.6K -686 -3%
12 13
14
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