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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 %
CAM
426
Cypress Asset Management
Texas
$1.29M -$5.24K -60 -0.4%
WS
427
Wedbush Securities
California
$1.28M -$213K -2,441 -14%
PCA
428
Providence Capital Advisors
North Carolina
$1.28M -$10.7K -122 -0.8%
BFEC
429
Benjamin F. Edwards & Company
Missouri
$1.28M +$26.2K +300 +2%
JWBC
430
J.W. Burns & Co
New York
$1.28M -$2.18K -25 -0.2%
FAIM
431
Financial Advocates Investment Management
Washington
$1.28M -$20.5K -235 -2%
KIA
432
KCM Investment Advisors
California
$1.28M +$152K +1,737 +14%
HCM
433
Hutner Capital Management
Vermont
$1.28M +$171K +1,956 +15%
CB
434
CNB Bank
Pennsylvania
$1.27M +$65K +744 +5%
TNA
435
True North Advisors
Texas
$1.26M +$1.26M +14,388 New
AIA
436
AIMZ Investment Advisors
California
$1.25M – – –
ACM
437
Ativo Capital Management
Illinois
$1.23M – – –
KWMG
438
King Wealth Management Group
Florida
$1.22M +$524K +6,000 +75%
DWT
439
Dorsey & Whitney Trust
South Dakota
$1.21M +$6.38K +73 +0.5%
EAM
440
Eagle Asset Management
Florida
$1.21M -$9.08K -104 -0.7%
Bessemer Group
441
Bessemer Group
New Jersey
$1.21M -$76.2K -873 -6%
JIC
442
Johnson Investment Counsel
Ohio
$1.2M -$12.5K -143 -1%
SS
443
Simplicity Solutions
Minnesota
$1.17M +$389K +4,457 +50%
FANJ
444
Financial Architects (New Jersey)
New Jersey
$1.17M -$9.17K -105 -0.8%
MIM
445
Marco Investment Management
Georgia
$1.17M +$47.4K +542 +4%
ADMI
446
Albert D. Mason Inc
Massachusetts
$1.17M -$6.11K -70 -0.5%
DBRC
447
D.B. Root & Company
Pennsylvania
$1.16M -$26.2K -300 -2%
PGAM
448
Princeton Global Asset Management
New Jersey
$1.16M -$14.4K -165 -1%
AAMU
449
Amundi Asset Management US
Massachusetts
$1.15M +$1.15M +13,200 New
PAS
450
Park Avenue Securities
New York
$1.15M +$308K +3,529 +37%
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