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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 %
BFC
976
Bedel Financial Consulting
Indiana
$84K – – –
Nisa Investment Advisors
977
Nisa Investment Advisors
Missouri
$82K -$3.69K -42 -4%
FFC
978
First Financial Corp
Indiana
$81K – – –
SIAS
979
Shine Investment Advisory Services
Colorado
$81K +$7.49K +86 +10%
QCMC
980
Quantum Capital Management (California)
California
$80K -$23.2K -266 -22%
LF
981
Lee Financial
Texas
$79K +$26.3K +300 +50%
BFIM
982
Beese Fulmer Investment Management
Ohio
$79K +$79K +902 New
PR
983
Payden & Rygel
California
$77K – – –
EIP
984
Ellis Investment Partners
Pennsylvania
$77K – – –
TWA
985
TCI Wealth Advisors
Arizona
$76K +$13.3K +152 +21%
CWP
986
CFM Wealth Partners
Texas
$75K -$32K -369 -30%
PFGIA
987
Patriot Financial Group Insurance Agency
Massachusetts
$74K -$1.04K -12 -1%
BNP Paribas Financial Markets
988
BNP Paribas Financial Markets
France
$73.5K -$17.5K -200 -19%
BBA
989
Braun-Bostich & Associates
Pennsylvania
$72K – – –
AA
990
AlphaMark Advisors
Kentucky
$71K – – –
FWM
991
Focused Wealth Management
New York
$71K +$8.09K +93 +13%
TAIM
992
TD Ameritrade Investment Management
Nebraska
$70K -$25K -288 -26%
KPW
993
Kore Private Wealth
New York
$70K +$15.5K +179 +28%
SIM
994
Sonora Investment Management
Arizona
$68K -$20.3K -231 -23%
PWMG
995
Prestige Wealth Management Group
New Jersey
$68K -$1.32K -15 -2%
PFO
996
Pathstone Family Office
New Jersey
$66K – – –
BCA
997
Berman Capital Advisors
Georgia
$65K +$1.79K +21 +3%
PA
998
Procyon Advisors
Connecticut
$63K +$13.5K +154 +27%
GWS
999
Glassman Wealth Services
Virginia
$62K +$613 +7 +1%
BSAM
1000
Blue Square Asset Management
New York
$62K +$62K +705 New
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40
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