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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.

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
1
Boston Partners
Massachusetts
$581M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$574M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$323M
4
Capital World Investors
4
Capital World Investors
California
$78.9M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$218M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.69B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$268M
3
Morgan Stanley
3
Morgan Stanley
New York
$235M
4
Primecap Management
4
Primecap Management
California
$2.03B
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Street
26
State Street
Massachusetts
$186M +$1.56M +17,817 +0.8%
MNG
27
Manning & Napier Group
New York
$186M -$7.9M -90,509 -4%
ClearBridge Investments
28
ClearBridge Investments
New York
$165M +$367K +4,201 +0.2%
Capital Research Global Investors
29
Capital Research Global Investors
California
$152M +$190K +2,180 +0.1%
Invesco
30
Invesco
Georgia
$140M -$30.3M -347,418 -18%
Goldman Sachs
31
Goldman Sachs
New York
$136M -$2.44M -27,991 -2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$131M +$1.18M +13,516 +0.9%
Principal Financial Group
33
Principal Financial Group
Iowa
$129M +$3.23M +37,010 +3%
SI
34
Scharf Investments
California
$114M -$2.39M -27,313 -2%
RJA
35
Raymond James & Associates
Florida
$112M +$1.08M +12,319 +1%
FAM
36
Fred Alger Management
New York
$111M -$22.6M -259,110 -17%
AG
37
Aperio Group
California
$105M +$5.07M +58,049 +5%
Ameriprise
38
Ameriprise
Minnesota
$102M -$3.32M -38,000 -3%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$102M -$4.5M -51,554 -4%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$86.6M -$31.5M -360,539 -27%
EARNEST Partners
41
EARNEST Partners
Georgia
$86.5M -$29.9M -342,241 -26%
BlackRock
42
BlackRock
New York
$82.4M -$8.31M -95,198 -9%
Capital World Investors
43
Capital World Investors
California
$78.9M +$49.5M +566,856 +168%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$77.9M -$24.2M -277,255 -24%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$77.3M +$8.42M +96,460 +12%
Chevy Chase Trust
46
Chevy Chase Trust
Maryland
$76.7M +$2.57M +29,458 +3%
Millennium Management
47
Millennium Management
New York
$75.8M +$11.1M +127,132 +17%
Westfield Capital Management
48
Westfield Capital Management
Massachusetts
$74.9M -$34.5M -394,721 -32%
SEI Investments
49
SEI Investments
Pennsylvania
$74.5M -$25.9M -296,114 -26%
Truist Financial
50
Truist Financial
North Carolina
$72.6M +$2.37M +27,160 +3%
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