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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 %
GI
451
GAMCO Investors
Connecticut
$1.14M – – –
IWC
452
Integrated Wealth Concepts
Massachusetts
$1.14M +$117K +1,341 +11%
PFS
453
Physicians Financial Services
North Carolina
$1.14M +$8.99K +103 +0.8%
WA
454
Wealth Alliance
New York
$1.14M +$420K +4,807 +59%
MWM
455
Mattern Wealth Management
Kansas
$1.14M +$140K +1,600 +14%
VPIM
456
Vanguard Personalized Indexing Management
California
$1.13M +$216K +2,472 +24%
HL
457
HeadInvest LLC
Maine
$1.13M -$524 -6 -0%
RPSA
458
Richard P. Slaughter Associates
Texas
$1.13M +$4.19K +48 +0.4%
ONB
459
Old National Bancorp
Indiana
$1.13M +$309K +3,543 +38%
LC
460
LCNB Corp
Ohio
$1.13M +$30.9K +354 +3%
I
461
IberiaBank
Louisiana
$1.12M -$17.6K -201 -2%
CS
462
Comerica Securities
Michigan
$1.12M -$44.3K -507 -4%
CAN
463
Cetera Advisor Networks
California
$1.12M -$11.7K -134 -1%
TC
464
TownSquare Capital
Utah
$1.11M +$375K +4,359 +51%
CTC
465
Central Trust Company
Missouri
$1.11M -$42.4K -486 -4%
NERM
466
New England Research & Management
Illinois
$1.11M +$91.7K +1,050 +9%
NSB
467
Norway Savings Bank
Maine
$1.1M +$10.1K +115 +0.9%
1832 Asset Management
468
1832 Asset Management
Ontario, Canada
$1.1M -$4.11M -51,368 -79%
BPA
469
Beacon Pointe Advisors
California
$1.1M +$223K +2,562 +26%
BCM
470
Becker Capital Management
Oregon
$1.1M – – –
ABC
471
Associated Banc-Corp
Wisconsin
$1.09M -$1.75K -20 -0.2%
SAM
472
Silvercrest Asset Management
New York
$1.09M +$30.1K +344 +3%
MSAM
473
Moloney Securities Asset Management
Missouri
$1.08M -$21.8K -250 -2%
BSW
474
Buckingham Strategic Wealth
Missouri
$1.08M -$69.4K -794 -6%
LSAG
475
Lake Street Advisors Group
New Hampshire
$1.07M -$29.4K -337 -3%
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