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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 %
CHC
951
City Holding Co
West Virginia
$111K -$1.22K -14 -1%
EP
952
Eudaimonia Partners
Tennessee
$109K -$13.2K -152 -11%
CFO
953
CVA Family Office
Colorado
$107K -$4.82K -55 -4%
SFSIG
954
San Francisco Sentry Investment Group
California
$107K – – –
SC
955
Sawyer & Company
Massachusetts
$106K -$64.7K -740 -38%
TC
956
Truvestments Capital
Florida
$105K -$2.87K -33 -3%
PO
957
Private Ocean
California
$104K – – –
FC
958
FORA Capital
Florida
$102K -$276K -3,160 -73%
CFG
959
CKW Financial Group
Hawaii
$101K -$17.6K -200 -15%
TJHA
960
Thomas J. Herzfeld Advisors
Florida
$101K -$11.1K -136 -10%
EDRH
961
Edmond de Rothschild Holding
Switzerland
$101K – – –
TI
962
Truehand Inc
New Hampshire
$101K – – –
HWA
963
HHM Wealth Advisors
Tennessee
$100K – – –
MHR
964
Matthew Hamilton Rosenberg
$100K +$11.8K +135 +13%
BG
965
Bollard Group
Massachusetts
$100K +$100K +1,146 New
FCA
966
FinTrust Capital Advisors
South Carolina
$97K +$16.8K +192 +21%
HDIM
967
Hanson & Doremus Investment Management
Vermont
$94K -$321K -3,671 -77%
HI
968
Hudock Inc
Pennsylvania
$94K – – –
MRCM
969
M&R Capital Management
New Jersey
$92K -$10.6K -122 -10%
BAM
970
Barrett Asset Management
New York
$92K +$6.57K +75 +8%
HR
971
Howe & Rusling
New York
$91K +$24.4K +279 +37%
CWM
972
Cedar Wealth Management
California
$87K – – –
THWM
973
Taylor Hoffman Wealth Management
Virginia
$87K +$87K +1,000 New
AF
974
Advisornet Financial
Minnesota
$86K -$10.3K -117 -11%
IBOK
975
Independence Bank of Kentucky
Kentucky
$85K – – –
37 38
39
40 41