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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 %
IRC
776
Investors Research Corp
Georgia
$319K – – –
IA
777
IFG Advisory
Georgia
$319K +$2.53K +29 +0.8%
PWM
778
Perigon Wealth Management
California
$319K +$319K +3,652 New
IPW
779
Inlet Private Wealth
Florida
$316K +$4.36K +50 +1%
HB
780
Horizon Bancorp
Indiana
$314K -$74.7K -856 -19%
PB
781
Pinnacle Bancorp
Nebraska
$314K – – –
CWM
782
Cornerstone Wealth Management
Missouri
$314K +$4.63K +53 +1%
ER
783
Enlightenment Research
Florida
$314K +$314K +3,600 New
PCM
784
Pointe Capital Management
Michigan
$312K – – –
TCB
785
Texas Capital Bancshares
Texas
$311K – – –
9WM
786
9258 Wealth Management
Ohio
$310K +$20.1K +230 +7%
FLAM
787
First Light Asset Management
Minnesota
$309K – – –
NFG
788
Next Financial Group
Texas
$308K -$6.11K -70 -2%
EIP
789
Epoch Investment Partners
New York
$306K -$34.2K -391 -10%
KA
790
Kovack Advisors
Florida
$306K +$306K +3,507 New
VVP
791
Venture Visionary Partners
Ohio
$305K +$86.1K +988 +39%
LW
792
Linscomb Wealth
Texas
$302K -$12.9K -148 -4%
DWM
793
Dorchester Wealth Management
Quebec, Canada
$301K – – –
Diamond Hill Capital Management
794
Diamond Hill Capital Management
Ohio
$301K – – –
FLI
795
Family Legacy Inc
South Carolina
$300K – – –
GDP
796
Great Diamond Partners
Maine
$300K +$3.4K +39 +1%
AA
797
Ancora Advisors
Ohio
$300K +$14.7K +168 +5%
FHA
798
Flagship Harbor Advisors
Massachusetts
$300K +$48.3K +553 +19%
IC
799
Inscription Capital
Texas
$299K -$97.2K -1,112 -25%
PFSC
800
Peoples Financial Services Corp
Pennsylvania
$299K – – –
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32
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