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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 %
JC
701
Jacobs & Co
California
$412K – – –
PIMG
702
Patriot Investment Management Group
Tennessee
$412K +$3.06K +35 +0.7%
CCG
703
Cypress Capital Group
Florida
$411K +$27.1K +310 +7%
VWM
704
Venturi Wealth Management
Texas
$411K +$130K +1,488 +46%
RIA
705
Realta Investment Advisors
Delaware
$410K -$2.79K -32 -0.7%
AWE
706
Avidian Wealth Enterprises
Texas
$410K +$35.7K +409 +10%
BCA
707
Bay Colony Advisors
Massachusetts
$408K -$26.2K -300 -6%
AMIM
708
Aull & Monroe Investment Management
Alabama
$408K +$4.36K +50 +1%
DWM
709
Dakota Wealth Management
Florida
$406K – – –
B
710
Bellecapital
Switzerland
$403K – – –
1WA
711
180 Wealth Advisors
Washington
$401K -$12.3K -140 -3%
OC
712
Oakworth Capital
Alabama
$397K -$18.3K -209 -4%
BPB
713
Badgley, Phelps & Bell
Washington
$395K -$43.7K -500 -10%
HH
714
Hilltop Holdings
Texas
$394K +$17.8K +204 +5%
BWAM
715
Boyd Watterson Asset Management
Ohio
$393K -$611 -7 -0.2%
JWS
716
Juncture Wealth Strategies
Arizona
$393K +$61.1K +700 +18%
BBA
717
BLB&B Advisors
Pennsylvania
$391K -$35.3K -405 -8%
CHP
718
Cable Hill Partners
Oregon
$390K -$26.6K -305 -6%
SIC
719
Salem Investment Counselors
North Carolina
$390K +$1.75K +20 +0.5%
PCS
720
Personal CFO Solutions
New Jersey
$389K +$22.3K +256 +6%
FAT
721
First American Trust
California
$386K +$3.4K +39 +0.9%
SYBT
722
Stock Yards Bank & Trust
Kentucky
$384K -$24.1K -276 -6%
ECM
723
Evergreen Capital Management
Washington
$383K -$214K -2,449 -36%
CAM
724
Cozad Asset Management
Illinois
$383K -$38.3K -439 -9%
JCM
725
Jacobi Capital Management
Pennsylvania
$383K -$17.7K -203 -4%
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