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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 %
PP
851
Pacifica Partners
Canada
$246K +$6.46K +74 +3%
SSWM
852
Sheets Smith Wealth Management
North Carolina
$245K – – –
Cetera Investment Advisers
853
Cetera Investment Advisers
Illinois
$243K -$4.28K -49 -2%
RCA
854
Resonant Capital Advisors
Wisconsin
$243K – – –
SFWA
855
Summit Financial Wealth Advisors
Louisiana
$242K – – –
CPIA
856
Cornell Pochily Investment Advisors
New York
$242K – – –
TSW
857
Thompson Siegel & Walmsley
Virginia
$241K -$16.9K -193 -7%
NL
858
NWAM LLC
Washington
$241K +$15.8K +181 +7%
IWM
859
IHT Wealth Management
Illinois
$240K -$199K -2,271 -45%
WI
860
Wintrust Investments
Illinois
$240K -$8.22K -94 -3%
OCG
861
Opus Capital Group
Ohio
$238K – – –
Barclays
862
Barclays
United Kingdom
$236K -$3.69M -42,122 -94%
SCM
863
Seascape Capital Management
New Hampshire
$236K – – –
VCWA
864
Vanguard Capital Wealth Advisors
Colorado
$236K +$236K +2,707 New
WP
865
WMS Partners
Maryland
$235K – – –
HIA
866
Harbor Investment Advisory
Maryland
$235K +$6.8K +78 +3%
FMWA
867
Forvis Mazars Wealth Advisors
Missouri
$235K +$16.1K +184 +7%
Connor, Clark & Lunn Investment Management (CC&L)
868
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$235K +$16.8K +193 +8%
DDPIC
869
Deroy & Devereaux Private Investment Counsel
Michigan
$234K -$17.5K -200 -7%
CAM
870
CenterStar Asset Management
Illinois
$234K – – –
Verition Fund Management
871
Verition Fund Management
Connecticut
$234K +$234K +2,676 New
BAS
872
Brown Advisory Securities
Maryland
$233K -$12.7K -145 -5%
OL
873
Optas LLC
Texas
$233K +$233K +2,672 New
APP
874
Avantax Planning Partners
Iowa
$232K +$232K +2,660 New
NCM
875
Noesis Capital Mangement
Florida
$231K – – –
33 34
35
36 37