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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 %
AP
726
Appleton Partners
Massachusetts
$383K – – –
MLL
727
Moody Lynn & Lieberson
Massachusetts
$382K -$11.3K -129 -3%
ST
728
Spinnaker Trust
Maine
$381K +$13.6K +156 +4%
LFAS
729
Level Four Advisory Services
Texas
$380K +$25.9K +297 +7%
FP
730
Financial Perspectives
Minnesota
$380K +$24.9K +285 +7%
IAA
731
Independent Advisor Alliance
North Carolina
$376K +$698 +8 +0.2%
HIMCH
732
Hartford Investment Management Co (HIMCO)
Connecticut
$371K +$371K +4,245 New
PC
733
Port Capital
Illinois
$370K – – –
RWP
734
RWA Wealth Partners
Massachusetts
$369K +$4.54K +52 +1%
SFS
735
Sowell Financial Services
Arkansas
$369K +$16.8K +192 +5%
GWM
736
GSB Wealth Management
Connecticut
$368K – – –
BCM
737
Bienville Capital Management
New York
$368K +$368K +4,216 New
BFM
738
Boston Financial Management
Massachusetts
$367K -$44.2K -506 -11%
PWP
739
Private Wealth Partners
California
$367K – – –
CBTWT
740
Community Bank & Trust (Waco, Texas)
Texas
$363K +$2.71K +31 +0.8%
FPFS
741
First Personal Financial Services
North Carolina
$362K -$3.93K -45 -1%
AS
742
Altshuler Shaham
Israel
$359K +$262K +3,000 +271%
GIA
743
Gladstone Institutional Advisory
Florida
$356K -$39.6K -453 -10%
ODCM
744
Old Dominion Capital Management
Virginia
$356K +$122K +1,399 +52%
VIM
745
Vista Investment Management
Pennsylvania
$356K +$356K +4,072 New
VA
746
Valmark Advisers
Ohio
$356K +$356K +4,079 New
LA
747
LVW Advisors
New York
$353K +$88.9K +1,019 +34%
HAG
748
HighPoint Advisor Group
Illinois
$350K -$92.4K -1,052 -21%
HPCM
749
High Pointe Capital Management
Illinois
$348K – – –
KCM
750
Kendall Capital Management
Maryland
$348K +$1.31K +15 +0.4%
28 29
30
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