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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.

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
1
Boston Partners
Massachusetts
$581M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$574M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$323M
4
Capital World Investors
4
Capital World Investors
California
$78.9M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$218M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.69B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$268M
3
Morgan Stanley
3
Morgan Stanley
New York
$235M
4
Primecap Management
4
Primecap Management
California
$2.03B
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
51
Madison Asset Management
Wisconsin
$69.1M -$6.28M -71,952 -8%
JWBC
52
John W. Bristol & Co
New York
$65.6M -$1.45M -16,598 -2%
Capital International Investors
53
Capital International Investors
California
$65.3M -$34.9M -399,590 -35%
Macquarie Group
54
Macquarie Group
Australia
$58.1M -$14.8M -169,360 -20%
CCM
55
Cullen Capital Management
New York
$56.6M -$10.2M -117,020 -15%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$56.6M -$6.93M -79,366 -11%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$55.8M -$9.49M -108,638 -15%
SBH
58
Segall Bryant & Hamill
Illinois
$48.2M +$2.15M +24,596 +5%
First Trust Advisors
59
First Trust Advisors
Illinois
$44.6M +$3.02M +34,565 +7%
MIS
60
Morningstar Investment Services
Illinois
$43.7M -$1.78M -20,380 -4%
JFL
61
Jarislowsky, Fraser Ltd
Quebec, Canada
$40.4M +$1.96M +22,443 +5%
MIP
62
Mondrian Investment Partners
United Kingdom
$39.6M +$316K +3,613 +0.8%
Fiera Capital (Canada)
63
Fiera Capital (Canada)
Quebec, Canada
$38.7M -$15.2M -174,283 -28%
RG
64
Redmile Group
California
$38.4M -$18.7M -213,800 -33%
Fayez Sarofim & Co
65
Fayez Sarofim & Co
Texas
$38.2M +$8.73K +100 +0%
DLA
66
Douglas Lane & Associates
New York
$36.2M +$2.98M +34,107 +9%
TH
67
TCTC Holdings
Texas
$35.2M +$35.2M +403,190 New
Stifel Financial
68
Stifel Financial
Missouri
$33.9M -$2.58M -29,560 -7%
WFMPM
69
Woodley Farra Manion Portfolio Management
Indiana
$32.9M +$283K +3,239 +0.9%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$32.7M -$1.36M -15,624 -4%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$30.3M -$7.27M -83,295 -19%
WG
72
Welch Group
Alabama
$30.2M +$254K +2,911 +0.8%
NPA
73
Nichols & Pratt Advisers
Massachusetts
$29.6M -$275K -3,148 -0.9%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$29M +$2.14M +24,449 +8%
MAP
75
Managed Asset Portfolios
Michigan
$28.9M -$177K -2,028 -0.6%
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