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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 %
SMG
1001
Spectrum Management Group
Indiana
$61K – – –
CAC
1002
Certified Advisory Corp
Florida
$61K +$87 +1 +0.1%
SWM
1003
Sugarloaf Wealth Management
Georgia
$60K – – –
JWA
1004
JFS Wealth Advisors
Pennsylvania
$59K – – –
FMP
1005
Financial Management Professionals
Texas
$59K +$10.6K +121 +22%
LWA
1006
Lenox Wealth Advisors
New York
$57K +$29.5K +337 +107%
DWA
1007
Dougherty Wealth Advisers
Minnesota
$54K – – –
AF
1008
Allworth Financial
California
$54K +$4.4K +50 +9%
AJ
1009
Ashburton (Jersey)
Jersey
$53K – – –
FCB
1010
First Command Bank
Texas
$53K – – –
FCFS
1011
First Command Financial Services
Texas
$53K – – –
FRA
1012
Front Row Advisors
California
$53K +$8.27K +95 +18%
KAS
1013
Kemnay Advisory Services
New York
$52K – – –
AWA
1014
Artemis Wealth Advisors
New York
$51.3K – – –
LWM
1015
Lenox Wealth Management
Ohio
$50K +$344 +4 +0.7%
Schroder Investment Management Group
1016
Schroder Investment Management Group
United Kingdom
$49K -$23K -265 -32%
LB
1017
Legacy Bridge
Iowa
$49K -$22.1K -252 -31%
JAM
1018
JCIC Asset Management
Ontario, Canada
$49K – – –
BWM
1019
Baystate Wealth Management
Massachusetts
$48K +$3.89K +45 +9%
AA
1020
AlphaCentric Advisors
Puerto Rico
$48K +$48K +550 New
MAM
1021
Marquette Asset Management
Minnesota
$47K +$20.9K +241 +80%
ST
1022
Sageworth Trust
Pennsylvania
$46K – – –
PWP
1023
Principle Wealth Partners
Connecticut
$46K +$46K +521 New
KWM
1024
Keebeck Wealth Management
Illinois
$45K +$45K +522 New
PCM
1025
Polaris Capital Management
Massachusetts
$44K – – –
39 40
41
42 43