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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 %
FMW
901
Farr Miller & Washington
District of Columbia
$213K – – –
CS
902
Credit Suisse
Switzerland
$212K -$8.49M -97,116 -98%
CIP
903
Cornerstone Investment Partners
Georgia
$212K -$4.81K -55 -2%
AC
904
Avestar Capital
New York
$211K -$60.5K -693 -22%
GLA
905
Good Life Advisors
Pennsylvania
$211K +$211K +2,422 New
BJL
906
Brighton Jones LLC
Washington
$210K -$95K -1,087 -31%
LC
907
Lindbrook Capital
California
$210K -$9.41K -108 -4%
AIP
908
ARS Investment Partners
New York
$210K +$210K +2,400 New
BL
909
Balentine LLC
Georgia
$210K +$210K +2,403 New
PFM
910
Parsec Financial Management
North Carolina
$210K +$210K +2,406 New
CFS
911
CRA Financial Services
New Jersey
$209K +$209K +2,396 New
FRM
912
Fox Run Management
Connecticut
$208K +$208K +2,385 New
VST
913
Van Strum & Towne
California
$205K +$205K +2,345 New
CIA
914
Choate Investment Advisors
Massachusetts
$205K +$205K +2,352 New
SHA
915
Seneca House Advisors
Virginia
$204K +$204K +2,333 New
MFW
916
Meristem Family Wealth
Minnesota
$203K +$203K +2,321 New
WA
917
Wheatland Advisors
Pennsylvania
$203K +$203K +2,325 New
RI
918
Ridgewood Investments
New Jersey
$202K -$59.7K -684 -23%
OIA
919
Optimum Investment Advisors
Illinois
$202K -$11.5K -132 -5%
DY
920
Dowling & Yahnke
California
$202K +$202K +2,308 New
MGIA
921
Moneta Group Investment Advisors
Missouri
$200K +$200K +2,290 New
MCM
922
Mitchell Capital Management
Kansas
$200K +$200K +2,293 New
NEAM
923
New England Asset Management
Connecticut
$197K – – –
WB
924
Webster Bank
Connecticut
$192K – – –
GRP
925
Global Retirement Partners
California
$192K +$14.9K +170 +8%
35 36
37
38 39