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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 %
PAM
351
Palisade Asset Management
Minnesota
$1.97M -$4.37K -50 -0.2%
CNFG
352
Creegan & Nassoura Financial Group
New Hampshire
$1.94M -$4.37K -50 -0.2%
CAMG
353
CWA Asset Management Group
Florida
$1.92M -$108K -1,232 -5%
SCP
354
Shorepoint Capital Partners
Massachusetts
$1.92M -$259K -2,965 -12%
LWCFA
355
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.91M +$84.9K +972 +5%
SPIA
356
Steward Partners Investment Advisory
New York
$1.89M +$169K +1,934 +10%
CCM
357
Cox Capital Management
Massachusetts
$1.87M +$124K +1,421 +7%
MCM
358
McKinley Capital Management
Alaska
$1.86M -$137K -1,570 -7%
ECM
359
EagleClaw Capital Management
Massachusetts
$1.84M -$82.9K -950 -4%
FWM
360
Frontier Wealth Management
Missouri
$1.84M -$5.42K -62 -0.3%
CIA
361
Cascade Investment Advisors
Oregon
$1.82M -$4.37K -50 -0.2%
GIP
362
Greatmark Investment Partners
Georgia
$1.81M -$29.2K -334 -2%
AMG
363
Advisors Management Group
Wisconsin
$1.79M -$87.3K -999 -5%
FC
364
Fayerweather Charles
$1.79M +$12.4K +142 +0.7%
AI
365
Ariel Investments
Illinois
$1.78M -$1.81M -20,760 -51%
AT
366
Arden Trust
Delaware
$1.77M -$186K -2,128 -9%
LBC
367
Lowe Brockenbrough & Co
Virginia
$1.77M -$66.4K -760 -4%
AWM
368
AE Wealth Management
Kansas
$1.75M +$406K +4,654 +30%
GT
369
Greenleaf Trust
Michigan
$1.75M -$470K -5,386 -21%
CCC
370
Chelsea Counsel Company
California
$1.73M – – –
CBN
371
Cadence Bank NA
Texas
$1.73M +$70.1K +803 +4%
NGA
372
Naples Global Advisors
Florida
$1.72M +$18.3K +210 +1%
MCG
373
MACRO Consulting Group
New Jersey
$1.72M -$5.43K -62 -0.3%
LCM
374
Logan Capital Management
Pennsylvania
$1.72M +$69.4K +794 +4%
LWAC
375
Laurel Wealth Advisors (California)
California
$1.72M +$82.8K +948 +5%
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