NVS icon

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 %
HNB
376
Huntington National Bank
Ohio
$1.71M -$53.4K -611 -3%
SB
377
Simmons Bank
Arkansas
$1.71M +$214K +2,454 +14%
BEAM
378
Baker Ellis Asset Management
Washington
$1.69M -$39.3K -450 -2%
Toronto Dominion Bank
379
Toronto Dominion Bank
Ontario, Canada
$1.67M -$11.6M -131,953 -87%
NAM
380
NorthCoast Asset Management
Connecticut
$1.65M -$128K -1,461 -7%
MWM
381
Minot Wealth Management
Massachusetts
$1.64M +$469K +5,375 +40%
AC
382
Asio Capital
Kentucky
$1.64M -$71.2K -815 -4%
CT
383
Coastline Trust
Rhode Island
$1.63M -$36.3K -415 -2%
ST
384
Somerset Trust
Pennsylvania
$1.63M +$79.8K +913 +5%
VCA
385
Verdence Capital Advisors
Maryland
$1.63M +$46.9K +537 +3%
S
386
SignatureFD
Georgia
$1.62M +$182K +2,087 +13%
MCP
387
Mirador Capital Partners
California
$1.61M +$25.5K +292 +2%
BFO
388
Boston Family Office
Massachusetts
$1.6M – – –
Luther King Capital Management (LKCM)
389
Luther King Capital Management (LKCM)
Texas
$1.59M -$59.4K -680 -4%
III
390
Independent Investors Inc
New York
$1.56M – – –
SIA
391
Sit Investment Associates
Minnesota
$1.53M – – –
RGC
392
Roberts, Glore & Co
Illinois
$1.51M -$43.7K -500 -3%
Qube Research & Technologies (QRT)
393
Qube Research & Technologies (QRT)
United Kingdom
$1.51M +$1.51M +17,258 New
IRAG
394
Investment Research & Advisory Group
Georgia
$1.5M +$527K +6,069 +54%
WOC
395
West Oak Capital
California
$1.49M +$10.5K +120 +0.7%
SWP
396
Stratos Wealth Partners
Ohio
$1.48M +$397K +4,542 +37%
FIA
397
FNY Investment Advisers
New York
$1.48M +$1.48M +16,900 New
HFA
398
HC Financial Advisors
California
$1.45M -$3.32K -38 -0.2%
S
399
SimplyRich
California
$1.45M +$39.9K +457 +3%
Cerity Partners
400
Cerity Partners
New York
$1.45M -$197K -2,259 -12%
14 15
16
17 18