NVS icon

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 %
CCM
501
Covington Capital Management
California
$928K +$162K +1,850 +21%
FFA
502
First Foundation Advisors
California
$927K -$63.2K -724 -6%
SW
503
SVB Wealth
Massachusetts
$925K -$58.1K -665 -6%
GA
504
GFS Advisors
Texas
$915K – – –
RCM
505
Radnor Capital Management
Pennsylvania
$907K – – –
WP
506
WealthSource Partners
California
$902K +$108K +1,234 +14%
DWA
507
Douglass Winthrop Advisors
New York
$897K -$210K -2,400 -19%
CG
508
Colony Group
Massachusetts
$897K -$31.1K -356 -3%
CI
509
CX Institutional
Indiana
$895K +$14.5K +166 +2%
AWM
510
Altium Wealth Management
New York
$883K +$369K +4,230 +72%
RHBC
511
R.H. Bluestein & Co
Michigan
$882K -$8.73K -100 -1%
DFA
512
Delta Financial Advisors
Louisiana
$879K – – –
PIM
513
Penobscot Investment Management
Massachusetts
$871K -$13.1K -150 -1%
DC
514
Davenport & Co
Virginia
$868K -$17.5K -200 -2%
NRS
515
Neville Rodie & Shaw
New York
$867K – – –
FIB
516
First Interstate Bank
Montana
$866K +$283K +3,243 +49%
BMC
517
Beaton Management Company
Massachusetts
$860K +$13.1K +150 +2%
CCB
518
Cutter & Co Brokerage
Missouri
$858K -$13K -149 -1%
EMB
519
Elefante Mark B
$856K +$99.5K +1,140 +13%
CF
520
Centaurus Financial
California
$853K -$175 -2 -0%
DMC
521
Drexel Morgan & Co
Pennsylvania
$849K – – –
RC
522
Roundview Capital
New Jersey
$847K -$17.6K -202 -2%
Kovitz Investment Group Partners
523
Kovitz Investment Group Partners
Illinois
$839K -$131K -1,506 -14%
KLC
524
Knowledge Leaders Capital
Colorado
$831K +$831K +9,512 New
AIM
525
Anchor Investment Management
South Carolina
$826K -$15.3K -175 -2%
19 20
21
22 23