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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 %
NL
651
NVWM LLC
Pennsylvania
$487K +$17K +194 +4%
ST
652
Smithfield Trust
Pennsylvania
$486K -$9.61K -110 -2%
EIM
653
Essex Investment Management
Massachusetts
$485K – – –
AIM
654
Axiom Investment Management
New York
$484K -$78.3K -896 -14%
PWPS
655
Pinnacle Wealth Planning Services
Ohio
$482K -$65.5K -750 -12%
BDS
656
Banco de Sabadell
Florida
$481K -$58.4K -668 -11%
NP
657
NorthRock Partners
Minnesota
$478K -$7.25K -83 -1%
DDC
658
DF Dent & Co
Maryland
$478K +$28.4K +325 +6%
AI
659
AdvisorShares Investments
Maryland
$470K -$58.6K -672 -11%
HCM
660
Hutchinson Capital Management
California
$470K – – –
YIA
661
YHB Investment Advisors
Connecticut
$469K – – –
AFM
662
Andesa Financial Management
Pennsylvania
$468K -$59.4K -676 -11%
EI
663
Ethic Inc
New York
$468K +$224K +2,565 +92%
OIA
664
OneDigital Investment Advisors
Kansas
$467K +$21.8K +250 +5%
SAG
665
Spotlight Asset Group
Illinois
$464K -$25.1K -288 -5%
Lido Advisors
666
Lido Advisors
California
$463K +$93.6K +1,072 +25%
WSTAM
667
Wilbanks Smith & Thomas Asset Management
Virginia
$462K +$23.6K +270 +5%
IFWM
668
Institute for Wealth Management
Colorado
$458K +$4.45K +51 +1%
AIA
669
Armor Investment Advisors
North Carolina
$455K +$4.63K +53 +1%
NCM
670
Northwest Capital Management
Oregon
$452K – – –
SRC
671
Sage Rhino Capital
California
$451K +$36.2K +415 +9%
MBT
672
Montecito Bank & Trust
California
$450K -$7.6K -87 -2%
MSA
673
Marino Stram & Associates
Massachusetts
$449K +$37.1K +425 +9%
MMPW
674
Mitchell McLeod Pugh & Williams
Alabama
$449K +$97.8K +1,120 +28%
SVWAG
675
Sound View Wealth Advisors Group
Georgia
$447K +$2.97K +34 +0.7%
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