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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 %
GIM
551
Goelzer Investment Management
Indiana
$743K +$3.15K +36 +0.4%
BCM
552
Brookstone Capital Management
Illinois
$743K +$505K +5,778 +212%
VC
553
Veracity Capital
Georgia
$740K -$60.4K -691 -8%
SCM
554
Salem Capital Management
Massachusetts
$737K – – –
HIC
555
Holderness Investments Company
North Carolina
$737K +$276K +3,156 +60%
AC
556
Alexandria Capital
Virginia
$733K +$6.9K +79 +1%
AWM
557
Aevitas Wealth Management
Massachusetts
$732K – – –
BCM
558
Brooktree Capital Management
Michigan
$728K -$104K -1,190 -12%
LNC
559
Lincoln National Corp
Pennsylvania
$727K +$6.55K +75 +0.9%
BFM
560
Boothbay Fund Management
New York
$727K +$727K +8,322 New
WGA
561
Weather Gauge Advisory
Virginia
$726K -$83.7K -959 -10%
TNB
562
Thomasville National Bank
Georgia
$725K -$916K -10,495 -56%
LOIM
563
Liberty One Investment Management
Illinois
$724K -$54.1K -619 -7%
AAM
564
AR Asset Management
California
$712K – – –
VFA
565
Valeo Financial Advisors
Indiana
$711K +$500K +5,723 +237%
PVWM
566
Point View Wealth Management
New Jersey
$706K -$7.95K -91 -1%
NHC
567
Nicholas Hoffman & Company
Georgia
$704K +$40.2K +460 +6%
B
568
Bailard
California
$703K +$271K +3,102 +63%
BP
569
Ballentine Partners
Massachusetts
$700K -$25.6K -293 -4%
GI
570
Gradient Investments
Minnesota
$697K -$782K -8,947 -53%
SS
571
Sunbelt Securities
Texas
$695K +$83.6K +957 +14%
VCM
572
Violich Capital Management
California
$690K +$13.6K +156 +2%
QCG
573
Quadrant Capital Group
Ohio
$689K -$1.55M -17,730 -69%
CA
574
Cetera Advisors
Colorado
$686K +$173K +1,980 +34%
LF
575
Lantz Financial
Illinois
$680K -$140K -1,606 -17%
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