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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 %
TFCP
826
Twin Focus Capital Partners
Massachusetts
$277K – – –
SC
827
Savant Capital
Illinois
$277K +$35.3K +404 +15%
RCAG
828
Rehmann Capital Advisory Group
Michigan
$277K +$15.2K +174 +6%
RCC
829
Red Cedar Capital
Nebraska
$274K – – –
PMA
830
Prudent Man Advisors
Illinois
$274K +$274K +3,133 New
CA
831
Claro Advisors
Massachusetts
$268K +$26.3K +301 +11%
WAAG
832
Wealth Alliance Advisory Group
Kansas
$267K +$874 +10 +0.3%
AA
833
Argent Advisors
Louisiana
$267K +$267K +3,066 New
HWMG
834
Hurlow Wealth Management Group
Indiana
$265K -$9.2K -107 -3%
MPI
835
Mairs & Power Inc
Minnesota
$265K – – –
DAS
836
Dynamic Advisor Solutions
Arizona
$263K -$48.4K -555 -16%
FA
837
Fortis Advisors
Pennsylvania
$262K -$9.61K -110 -4%
PCA
838
Peddock Capital Advisors
Massachusetts
$262K – – –
SCM
839
Shelton Capital Management
Colorado
$262K – – –
ESB
840
Essex Savings Bank
Connecticut
$261K -$107K -1,224 -29%
PFP
841
Pinnacle Financial Partners
Tennessee
$258K +$2.27K +26 +0.9%
PWMAG
842
Pinnacle Wealth Management Advisory Group
New Jersey
$257K -$7.77K -89 -3%
BCP
843
Berkeley Capital Partners
Georgia
$255K -$8.98K -103 -3%
PWLP
844
Prio Wealth Limited Partnership
Massachusetts
$255K – – –
RT
845
Rockland Trust
Massachusetts
$253K -$6.91K -79 -3%
HPC
846
HM Payson & Co
Maine
$251K – – –
ATIA
847
American Trust Investment Advisors
New Hampshire
$251K +$4.37K +50 +2%
CAG
848
Csenge Advisory Group
Florida
$250K -$48.2K -552 -16%
EI
849
Ellevest Inc
New York
$250K +$102K +1,168 +69%
WANY
850
Wealthspire Advisors (New York)
New York
$247K -$1.15M -13,192 -82%
32 33
34
35 36