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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.

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
1
Boston Partners
Massachusetts
$581M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$574M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$323M
4
Capital World Investors
4
Capital World Investors
California
$78.9M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$218M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.69B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$268M
3
Morgan Stanley
3
Morgan Stanley
New York
$235M
4
Primecap Management
4
Primecap Management
California
$2.03B
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
76
D.A. Davidson & Co
Montana
$28.6M -$4.74M -54,306 -14%
CCM
77
Causeway Capital Management
California
$28.5M -$47.9K -548 -0.2%
TAM
78
Tocqueville Asset Management
New York
$28M +$3.27M +37,475 +13%
Brown Advisory
79
Brown Advisory
Maryland
$27.6M -$8.04K -92 -0%
US Bancorp
80
US Bancorp
Minnesota
$27.6M -$481K -5,505 -2%
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$26.9M -$230K -2,632 -0.8%
OAM
82
Oppenheimer Asset Management
New York
$26.7M -$661K -7,566 -2%
SC
83
Saturna Capital
Washington
$25.8M +$34.9K +400 +0.1%
EVM
84
Eaton Vance Management
Massachusetts
$24.6M -$303K -3,470 -1%
OCM
85
Osterweis Capital Management
California
$23.9M -$1.51M -17,325 -6%
CCMG
86
Clark Capital Management Group
Pennsylvania
$23.4M +$23.4M +267,968 New
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$23.3M -$11.4M -130,456 -33%
GG
88
Gofen & Glossberg
Illinois
$22.2M – – –
CIM
89
Confluence Investment Management
Missouri
$22.1M +$234K +2,680 +1%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$21.4M -$818K -9,365 -4%
OA
91
Oak Associates
Ohio
$21.2M -$274K -3,141 -1%
M&T Bank
92
M&T Bank
New York
$20.9M +$371K +4,247 +2%
BCWM
93
Bartlett & Co Wealth Management
Ohio
$20.5M -$270K -3,092 -1%
BC
94
Bartlett & Co
Ohio
$20.5M -$270K -3,092 -1%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$20.4M -$170K -1,950 -0.8%
NA
96
NewEdge Advisors
Louisiana
$19.9M +$2.89M +33,141 +17%
FCI
97
Financial Counselors Inc
Kansas
$19.8M +$1.66M +19,016 +9%
EWA
98
Exencial Wealth Advisors
Oklahoma
$19.4M +$354K +4,057 +2%
LPL Financial
99
LPL Financial
California
$19.2M +$1.12M +12,878 +6%
Citigroup
100
Citigroup
New York
$19.2M -$2.66M -30,405 -12%
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4
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