NVS icon

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 %
WCF
751
West Coast Financial
California
$346K – – –
HCA
752
Heck Capital Advisors
Wisconsin
$342K +$80.6K +923 +31%
GTAM
753
Global Trust Asset Management
Florida
$342K – – –
CHA
754
Carmichael Hill & Associates
Maryland
$341K -$30.5K -350 -8%
WPP
755
Whalerock Point Partners
Rhode Island
$340K – – –
NDSI
756
Newman Dignan & Sheerar Inc
Rhode Island
$339K – – –
PWA
757
Physician Wealth Advisors
Utah
$339K +$7.41K +90 +2%
AAM
758
Aureus Asset Management
Massachusetts
$339K +$8.99K +103 +3%
TP
759
Tranquility Partners
Tennessee
$338K -$87.7K -1,005 -21%
RHAM
760
Round Hill Asset Management
California
$336K – – –
New York State Common Retirement Fund
761
New York State Common Retirement Fund
New York
$334K -$172K -1,969 -34%
SFG
762
Summit Financial Group
West Virginia
$334K – – –
KMWM
763
Keudell/Morrison Wealth Management
Oregon
$334K +$56.2K +643 +20%
IAN
764
Integrated Advisors Network
Texas
$332K -$2.07M -23,722 -86%
CC
765
Courier Capital
New York
$329K -$16.9K -193 -5%
RTC
766
Riverview Trust Company
Washington
$329K – – –
AWA
767
ARS Wealth Advisors
Florida
$328K -$8.82K -101 -3%
MMHP
768
Murphy Middleton Hinkle & Parker
Georgia
$325K – – –
CSS
769
Cubist Systematic Strategies
Connecticut
$324K -$1.09M -12,456 -77%
SAM
770
S.A. Mason
Michigan
$323K – – –
BFC
771
Blue Fin Capital
Rhode Island
$322K +$12.3K +141 +4%
AL
772
Aspiriant LLC
California
$321K -$144K -1,650 -31%
EWA
773
ERTS Wealth Advisors
Michigan
$320K -$29.6K -339 -8%
FAM
774
Formidable Asset Management
Ohio
$320K +$320K +3,639 New
OAM
775
Occidental Asset Management
California
$319K -$3.76K -43 -1%
29 30
31
32 33