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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 %
BHWM
576
Bar Harbor Wealth Management
New Hampshire
$676K -$73.6K -842 -10%
1SB
577
1ST Source Bank
Indiana
$675K -$10.9K -125 -2%
MIC
578
Means Investment Company
Maine
$675K – – –
WC
579
Woodstock Corp
Massachusetts
$665K +$5.94K +68 +0.9%
BB
580
Busey Bank
Illinois
$662K -$73.2K -838 -10%
AWM
581
Avior Wealth Management
Nebraska
$659K – – –
KWM
582
Kingsview Wealth Management
Oregon
$655K -$373K -4,266 -36%
TU
583
TDAM USA
Ontario, Canada
$655K +$8.73K +100 +1%
WKWM
584
Walter & Keenan Wealth Management
Indiana
$653K +$653K +7,474 New
MA
585
Montag & Associates
Georgia
$649K -$2.97K -34 -0.5%
NWP
586
Northstar Wealth Partners
Connecticut
$644K -$43.3K -496 -6%
AssetMark Inc
587
AssetMark Inc
California
$643K -$140K -1,599 -18%
MYIA
588
Mount Yale Investment Advisors
Colorado
$638K +$419K +4,797 +191%
CPA
589
Clear Perspective Advisors
Illinois
$633K -$46.4K -531 -7%
MAA
590
Mraz Amerine & Associates
California
$633K – – –
FPS
591
Fieldpoint Private Securities
Connecticut
$629K +$250K +2,861 +66%
MSFP
592
Mark Sheptoff Financial Planning
Connecticut
$626K -$62.8K -719 -9%
SW
593
SlateStone Wealth
Florida
$616K -$14.4K -165 -2%
WB
594
WesBanco Bank
West Virginia
$616K -$5.67K -65 -0.9%
ACP
595
Ashfield Capital Partners
California
$615K -$292K -3,346 -32%
TW
596
TrinityPoint Wealth
Connecticut
$615K -$15.7K -180 -2%
SW
597
StrongBox Wealth
Missouri
$611K +$53.3K +611 +10%
NAM
598
NTV Asset Management
West Virginia
$610K – – –
BL
599
BFSG LLC
California
$609K -$28.8K -330 -5%
WJWM
600
Williams Jones Wealth Management
New York
$607K +$20.3K +233 +3%
22 23
24
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