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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 %
CCFCSB
526
Cape Cod Five Cents Savings Bank
Massachusetts
$819K -$300K -3,440 -27%
TIM
527
Thornburg Investment Management
New Mexico
$818K – – –
MWM
528
Mission Wealth Management
California
$818K +$18.9K +216 +2%
CRB
529
Chad R. Baker
$814K – – –
BHC
530
Bowen Hanes & Co
Florida
$813K -$69.1K -791 -8%
TCWM
531
Total Clarity Wealth Management
Illinois
$809K +$4.37K +50 +0.5%
FMC
532
First Merchants Corp
Indiana
$807K -$38.7K -443 -5%
GC
533
Gratus Capital
Georgia
$806K -$17.2K -197 -2%
FWM
534
Fairhaven Wealth Management
Illinois
$804K +$176K +2,017 +28%
AWA
535
Arete Wealth Advisors
Illinois
$803K +$79K +905 +11%
BP
536
BBR Partners
New York
$800K -$523K -5,985 -40%
V
537
Veritable
Delaware
$797K +$62.2K +713 +8%
CP
538
Covenant Partners
Tennessee
$793K -$131K -1,497 -14%
HCMT
539
Highland Capital Management (Tennessee)
Tennessee
$790K -$17.5K -200 -2%
LDB
540
Lee, Danner & Bass
Tennessee
$788K -$24.5K -281 -3%
KF
541
Krilogy Financial
Missouri
$787K +$787K +9,015 New
SGI
542
Summit Global Investments
Utah
$784K +$151K +1,732 +24%
IIC
543
Ironwood Investment Counsel
Arizona
$777K +$540K +6,178 +227%
TAM
544
Taurus Asset Management
New York
$773K -$34.9K -400 -4%
DT
545
Diversified Trust
Tennessee
$771K +$2.36K +27 +0.3%
KFC
546
Klingenstein Fields & Co
New York
$760K – – –
AC
547
Arjuna Capital
North Carolina
$758K +$16.3K +187 +2%
DA
548
Dillon & Associates
Michigan
$756K – – –
ACM
549
Argyle Capital Management
Pennsylvania
$753K – – –
FIM
550
Freedom Investment Management
Connecticut
$743K -$42.9K -491 -5%
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