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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 %
SC
626
Schulhoff & Co
Ohio
$527K -$178K -2,038 -25%
FA
627
FCG Advisors
New Jersey
$527K -$10.9K -125 -2%
BWM
628
BerganKDV Wealth Management
Minnesota
$526K +$11.2K +128 +2%
CK
629
Cohen Klingenstein
New York
$524K – – –
QI
630
Qtron Investments
Massachusetts
$522K -$176K -2,015 -25%
LPIC
631
LeJeune Puetz Investment Counsel
Michigan
$521K – – –
RWA
632
Ropes Wealth Advisors
Massachusetts
$518K +$6.81K +78 +1%
Sumitomo Mitsui Trust Group
633
Sumitomo Mitsui Trust Group
Japan
$517K -$135K -1,550 -21%
CGL
634
Clarius Group LLC
Washington
$517K -$611 -7 -0.1%
CA
635
Cullinan Associates
Kentucky
$516K +$33.2K +380 +7%
ACS
636
Archford Capital Strategies
Illinois
$516K +$153K +1,746 +42%
CG
637
CFO4Life Group
Texas
$514K +$5.85K +67 +1%
BMO
638
Beck Mack & Oliver
New York
$514K +$87.3K +1,000 +20%
FIM
639
Frontier Investment Management
Texas
$507K +$5.59K +64 +1%
PT
640
Plimoth Trust
Massachusetts
$505K -$84.2K -966 -14%
CG
641
Caprock Group
Idaho
$503K -$90.2K -1,033 -15%
LG
642
Leuthold Group
Minnesota
$499K -$19.6K -224 -4%
NNP
643
Nachman Norwood & Parrott
South Carolina
$498K – – –
SFA
644
Sequoia Financial Advisors
Ohio
$495K +$92.6K +1,061 +23%
FCCM
645
First City Capital Management
Georgia
$494K +$21.9K +251 +5%
MG
646
Mather Group
Illinois
$493K +$1.22K +14 +0.2%
DJSG
647
D.J. St. Germain
Massachusetts
$493K +$10K +115 +2%
IWP
648
Icon Wealth Partners
Texas
$488K +$12.9K +148 +3%
ORI
649
Oak Ridge Investments
Illinois
$488K +$15.5K +177 +3%
OBGC
650
O'Brien Greene & Co
Pennsylvania
$487K – – –
24 25
26
27 28