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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 %
COF
601
Capital One Financial
Virginia
$603K -$224K -2,569 -27%
CNC
602
Canandaigua National Corp
New York
$603K +$603K +6,899 New
PA
603
Parallel Advisors
California
$595K +$126K +1,438 +27%
IP
604
Intellectus Partners
California
$593K – – –
CPC
605
Cookson Peirce & Co
Pennsylvania
$590K -$17.2K -197 -3%
PM
606
Penbrook Management
New York
$590K – – –
FFG
607
Fortem Financial Group
California
$579K -$150K -1,713 -21%
APA
608
American Portfolios Advisors
New York
$573K +$28.9K +331 +5%
EWA
609
EP Wealth Advisors
California
$572K -$122K -1,399 -18%
PL
610
Plancorp LLC
Missouri
$572K -$611 -7 -0.1%
MCM
611
Murphy Capital Management
New Jersey
$570K +$38.4K +440 +7%
JDR
612
Jay D. Rosenbaum
$569K – – –
BFO
613
Biltmore Family Office
North Carolina
$567K -$6.98K -80 -1%
Prudential Financial
614
Prudential Financial
New Jersey
$565K +$280K +3,208 +98%
BRWA
615
B. Riley Wealth Advisors
Florida
$560K +$33.4K +382 +6%
CIA
616
Capital Investment Advisors
Georgia
$559K +$1.05K +12 +0.2%
ACA
617
Atlas Capital Advisors
Wyoming
$556K -$12.8K -147 -2%
DTC
618
Davidson Trust Company
Washington
$550K +$43.8K +502 +9%
BCM
619
BTC Capital Management
Iowa
$550K +$550K +6,301 New
EGA
620
E&G Advisors
Texas
$547K – – –
AMM
621
American Money Management
California
$542K -$2.56M -29,334 -83%
HJIM
622
Henry James International Management
New York
$541K -$7.34K -84 -1%
DSC
623
Duncker Streett & Co
Missouri
$541K – – –
TYCC
624
Texas Yale Capital Corp
Florida
$541K +$162K +1,853 +43%
HSA
625
HBK Sorce Advisory
Pennsylvania
$533K +$101K +1,155 +23%
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25
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