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 %
CT
926
Clearstead Trust
Maine
$181K – – –
FPB
927
First PREMIER Bank
South Dakota
$181K – – –
CFG
928
Citizens Financial Group
Rhode Island
$179K -$5.87K -67 -3%
BWP
929
Baldwin Wealth Partners
Massachusetts
$166K – – –
NSIM
930
North Star Investment Management
Illinois
$165K -$47K -540 -22%
IA
931
IFP Advisors
Florida
$163K -$33.7K -384 -17%
1W
932
1776 Wealth
Georgia
$159K -$194K -2,225 -55%
TFS
933
TrustCore Financial Services
Tennessee
$157K – – –
CFGS
934
Concourse Financial Group Securities
Alabama
$153K -$8.91K -102 -6%
CCA
935
Column Capital Advisors
Indiana
$153K -$5.49K -63 -3%
LWM
936
Liberty Wealth Management
California
$153K +$9.7K +111 +7%
CFN
937
Cordasco Financial Network
Florida
$148K – – –
AWM
938
AllSquare Wealth Management
New York
$145K +$15.6K +178 +12%
Mitsubishi UFJ Asset Management
939
Mitsubishi UFJ Asset Management
Japan
$145K +$15.7K +180 +12%
ZB
940
Zions Bancorporation
Utah
$144K -$4.27K -49 -3%
HWA
941
Heritage Wealth Advisors
Virginia
$139K – – –
RMC
942
Resources Management Corp
Connecticut
$136K – – –
DZ Bank
943
DZ Bank
Germany
$132K – – –
SNT
944
Security National Trust
West Virginia
$131K -$8.93K -102 -6%
FWM
945
FSA Wealth Management
Massachusetts
$126K – – –
KPCM
946
Kings Point Capital Management
New York
$124K – – –
FNBOSM
947
First National Bank of South Miami
Florida
$119K – – –
MMG
948
Monetary Management Group
Missouri
$117K – – –
EWA
949
Evolution Wealth Advisors
Florida
$116K +$27.1K +311 +30%
GCM
950
Gables Capital Management
Florida
$112K – – –
36 37
38
39 40