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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 %
RIA
801
Regal Investment Advisors
Michigan
$298K +$298K +3,410 New
CDH
802
Charles D. Hyman
$297K -$27.9K -320 -9%
BAM
803
Belpointe Asset Management
Nevada
$296K -$25K -286 -8%
KM
804
Kalos Management
Georgia
$295K +$24K +290 +9%
PTB
805
Pioneer Trust Bank
Oregon
$293K – – –
HBT
806
Hills Bank & Trust
Iowa
$293K +$6.72K +77 +2%
SIC
807
Shoker Investment Counsel
Ohio
$292K – – –
EFSCE
808
Enterprise Financial Services Corp (EFSC)
Missouri
$291K +$56.7K +649 +24%
IAIM
809
International Assets Investment Management
Florida
$291K +$77.1K +883 +36%
TFA
810
Teamwork Financial Advisors
Texas
$290K – – –
KCM
811
Kanawha Capital Management
Virginia
$290K – – –
MGWM
812
Marks Group Wealth Management
Minnesota
$290K +$24.2K +278 +9%
HFS
813
Hantz Financial Services
Michigan
$289K +$68.2K +780 +31%
TF
814
Tompkins Financial
New York
$287K – – –
Koshinski Asset Management
815
Koshinski Asset Management
Illinois
$287K +$4.2K +48 +1%
LCAM
816
London & Capital Asset Management
United Kingdom
$287K +$287K +3,288 New
ACM
817
Allred Capital Management
Texas
$285K +$2.53K +29 +0.9%
FC
818
Forte Capital
New York
$285K +$285K +3,265 New
WAM
819
Weatherly Asset Management
California
$283K – – –
SMG
820
Smart Money Group
Texas
$282K +$2.01K +23 +0.7%
PTC
821
Philadelphia Trust Company
Pennsylvania
$281K – – –
SCA
822
Snowden Capital Advisors
New York
$280K -$11K -126 -4%
AIP
823
Almanack Investment Partners
Pennsylvania
$278K -$70.4K -806 -20%
HW
824
Hancock Whitney
Mississippi
$278K -$14.5K -166 -5%
NG
825
Northstar Group
New York
$278K +$349 +4 +0.1%
31 32
33
34 35