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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 %
MCM
476
MAI Capital Management
Ohio
$1.07M -$34.3K -393 -3%
CC
477
Cannell & Co
New York
$1.06M – – –
MA
478
Mutual Advisors
Nebraska
$1.05M +$6.38K +73 +0.6%
AIIMS
479
Analyst IMS Investment Management Services
Israel
$1.04M -$5.94K -68 -0.6%
CIC
480
Carnegie Investment Counsel
Ohio
$1.04M – – –
JFA
481
JNBA Financial Advisors
Minnesota
$1.03M – – –
RWM
482
Ritholtz Wealth Management
New York
$1.03M +$419K +4,797 +68%
CWM
483
Cordatus Wealth Management
Pennsylvania
$1.03M +$9.08K +104 +0.9%
SPC
484
Sigma Planning Corp
Michigan
$1.03M +$421K +4,817 +69%
AC
485
Abbrea Capital
California
$1.02M – – –
HCM
486
Hall Capital Management
Rhode Island
$1.02M +$25.8K +295 +3%
DIM
487
DC Investments Management
Virginia
$1.01M +$155K +1,780 +18%
FFWA
488
FRG Family Wealth Advisors
Washington
$1.01M -$191K -2,185 -16%
TNB
489
TCF National Bank
South Dakota
$1M – – –
WAM
490
Wealthspire Advisors (Maryland)
Maryland
$1M -$173K -1,978 -15%
WA
491
Wambolt & Associates
Colorado
$998K +$68.7K +787 +7%
CCP
492
Corient Capital Partners
California
$995K +$5.85K +67 +0.6%
TCA
493
Transcend Capital Advisors
New Jersey
$993K -$244K -2,789 -20%
GWM
494
Greenwich Wealth Management
Connecticut
$986K – – –
EWM
495
Elmwood Wealth Management
California
$979K +$426K +4,879 +77%
SFA
496
Semmax Financial Advisors
North Carolina
$969K +$166K +1,905 +21%
MWA
497
Moser Wealth Advisors
Washington
$951K – – –
Wolverine Trading
498
Wolverine Trading
Illinois
$943K +$69.6K +797 +8%
FHB
499
First Hawaiian Bank
Hawaii
$942K +$158K +1,811 +20%
FB
500
Fulton Bank
Pennsylvania
$937K +$420K +4,814 +81%
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