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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 %
WSFS
401
Wilmington Savings Fund Society
Delaware
$1.44M +$8.73K +100 +0.6%
CCA
402
Checchi Capital Advisers
California
$1.43M +$29.3K +336 +2%
CB
403
Community Bank
New York
$1.43M +$513K +5,881 +56%
PAMG
404
Patton Albertson Miller Group
Tennessee
$1.43M – – –
SWM
405
Sculati Wealth Management
Michigan
$1.41M +$138K +1,582 +11%
RIL
406
Rothschild Investment LLC
Illinois
$1.41M -$61.5K -704 -4%
RG
407
Rikoon Group
New Mexico
$1.4M +$232K +2,653 +20%
GL
408
Graypoint LLC
New York
$1.39M +$95.7K +1,096 +7%
Voloridge Investment Management
409
Voloridge Investment Management
Florida
$1.39M +$266K +3,052 +24%
AL
410
Arnhold LLC
New York
$1.38M – – –
NBG
411
Nancy B. Gardiner
$1.38M +$29.6K +339 +2%
PG
412
Patten Group
Tennessee
$1.38M -$41.3K -473 -3%
AWM
413
Aberdeen Wealth Management
Illinois
$1.37M +$31.9K +365 +2%
QSS
414
Quantitative Systematic Strategies
Florida
$1.37M +$236K +2,699 +21%
SFG
415
SevenBridge Financial Group
Pennsylvania
$1.36M -$1.05K -12 -0.1%
FAAS
416
First Allied Advisory Services
California
$1.35M -$98.4K -1,126 -7%
BFA
417
Benedict Financial Advisors
Georgia
$1.34M -$961 -11 -0.1%
OFG
418
OmniStar Financial Group
North Carolina
$1.34M +$1.34M +15,292 New
FDCDDQ
419
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.32M +$32.6K +373 +3%
AAM
420
Azzad Asset Management
Virginia
$1.31M +$355K +4,061 +37%
TCM
421
Traynor Capital Management
Pennsylvania
$1.31M +$1.02M +11,631 +344%
ZCA
422
Zeke Capital Advisors
Pennsylvania
$1.31M -$120K -1,369 -8%
VC
423
Voit & Company
Wisconsin
$1.3M -$32.7K -375 -2%
CA
424
Cambridge Advisors
Nebraska
$1.3M – – –
Kayne Anderson Rudnick Investment Management
425
Kayne Anderson Rudnick Investment Management
California
$1.3M -$376K -4,300 -22%
15 16
17
18 19