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 %
CC
876
Chicago Capital
Illinois
$231K – – –
SL
877
Stevard LLC
Illinois
$230K +$230K +2,630 New
BW
878
Bison Wealth
Georgia
$229K -$14.4K -165 -6%
WT
879
Washington Trust
Rhode Island
$228K -$625K -7,156 -73%
ACA
880
Aptus Capital Advisors
Alabama
$228K +$1.22K +14 +0.5%
SSA
881
South Street Advisors
New York
$227K – – –
SEC
882
Seven Eight Capital
New York
$227K +$227K +2,600 New
Thrivent Financial for Lutherans
883
Thrivent Financial for Lutherans
Minnesota
$225K – – –
SAM
884
SignalPoint Asset Management
Missouri
$223K +$223K +2,551 New
PCA
885
Personal Capital Advisors
California
$222K -$70.9K -810 -24%
CIC
886
Crawford Investment Counsel
Georgia
$222K -$25.1K -288 -10%
NCM
887
Northside Capital Management
Oregon
$222K – – –
IIA
888
ICW Investment Advisors
Arizona
$222K +$7.43K +85 +3%
RE
889
RBC Europe
United Kingdom
$218K – – –
PP
890
PDS Planning
Ohio
$218K +$218K +2,496 New
ABTD
891
Arvest Bank Trust Division
Oklahoma
$217K +$217K +2,484 New
RMDI
892
R.M. Davis Inc
Maine
$216K +$216K +2,468 New
W
893
WealthStone
Ohio
$215K +$215K +2,466 New
ACWM
894
Adams Chetwood Wealth Management
North Carolina
$215K – – –
ARG
895
Advisory Resource Group
Oklahoma
$215K +$215K +2,461 New
CL
896
CPWM LLC
Washington
$215K +$215K +2,463 New
SXL
897
Summit X LLC
Missouri
$215K +$215K +2,465 New
MCCP
898
Mission Creek Capital Partners
California
$214K -$8.74K -100 -4%
KOCAA
899
Knights of Columbus Asset Advisors
Connecticut
$214K +$349 +4 +0.2%
MPCG
900
Matrix Private Capital Group
New York
$213K -$10.9K -125 -5%
34 35
36
37 38