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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 %
BS
676
Boenning & Scattergood
Pennsylvania
$446K -$57.1K -654 -11%
AAS
677
Avantax Advisory Services
Texas
$444K +$1.14K +13 +0.3%
H
678
HoyleCohen
California
$443K – – –
JA
679
JVL Associates
Michigan
$441K -$21.9K -250 -5%
PFBT
680
Parkside Financial Bank & Trust
Missouri
$440K -$4.9K -56 -1%
ACM
681
Ategra Capital Management
Virginia
$439K +$1.14K +13 +0.3%
CIAS
682
Capital Investment Advisory Services
North Carolina
$438K +$28.7K +329 +7%
BWA
683
BDO Wealth Advisors
Florida
$437K +$12K +138 +3%
CFA
684
Carroll Financial Associates
North Carolina
$437K +$73.5K +843 +20%
WI
685
WrapManager Inc
California
$434K -$10.3K -118 -2%
SRC
686
Shufro Rose & Co
New York
$433K – – –
MAFM
687
Mid Atlantic Financial Management
Pennsylvania
$431K +$874 +10 +0.2%
NSAM
688
North Star Asset Management
Wisconsin
$429K -$1.92K -22 -0.4%
MSS
689
Mitchell Sinkler & Starr
Pennsylvania
$429K – – –
SFSG
690
Stearns Financial Services Group
North Carolina
$428K +$3.75K +43 +0.9%
RFO
691
RiverGlades Family Offices
Florida
$426K – – –
VWA
692
V Wealth Advisors
Kansas
$425K +$105K +1,199 +33%
MCA
693
Mercer Capital Advisers
New Jersey
$424K +$43.7K +500 +11%
PTC
694
Private Trust Company
Ohio
$423K +$131K +1,479 +45%
BCP
695
Blackhawk Capital Partners
Wisconsin
$423K +$423K +5,125 New
BOPW
696
Brandywine Oak Private Wealth
Pennsylvania
$420K -$61.9K -709 -13%
QP
697
Quilter Plc
United Kingdom
$419K +$24.2K +278 +6%
EFS
698
Essex Financial Services
Connecticut
$414K -$37.8K -433 -8%
PCG
699
Private Capital Group
Connecticut
$413K -$11.5K -132 -3%
OPA
700
Old Port Advisors
Maine
$413K +$37.1K +425 +10%
26 27
28
29 30