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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 %
IF
1051
Ironwood Financial
Arizona
$26K +$8.19K +92 +46%
LWANC
1052
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K -$1.63K -19 -6%
ADL
1053
Asset Dedication LLC
California
$25K – – –
RIM
1054
Rockbridge Investment Management
New York
$25K +$25K +286 New
CA
1055
Centerpoint Advisors
Massachusetts
$24K – – –
MVIP
1056
Mar Vista Investment Partners
California
$24K +$1.24K +14 +5%
FMTCOCP
1057
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K – – –
PCFFS
1058
Pacific Center for Financial Services
California
$22K – – –
ICM
1059
Islay Capital Management
Texas
$22K – – –
SWM
1060
Selective Wealth Management
Virginia
$22K +$22K +250 New
SBL
1061
Sargent Bickham Lagudis
Colorado
$21K – – –
RDWM
1062
Red Door Wealth Management
Tennessee
$21K – – –
DI
1063
Disciplined Investments
Oklahoma
$21K – – –
KTC
1064
Kistler-Tiffany Companies
Pennsylvania
$20K +$87 +1 +0.4%
TFGT
1065
TS Financial Group (TSFG)
Illinois
$18K -$11.4K -132 -39%
TF
1066
TimeScale Financial
Massachusetts
$18K – – –
CWC
1067
Carolinas Wealth Consulting
North Carolina
$18K +$18K +210 New
CTB
1068
Country Trust Bank
Illinois
$17K -$3.59K -41 -17%
APWM
1069
Atlas Private Wealth Management
New York
$17K – – –
BEI
1070
Benjamin Edwards Inc
Missouri
$17K – – –
BCM
1071
Blume Capital Management
California
$17K – – –
TC
1072
Trust Company
Kansas
$17K – – –
MAWCM
1073
Mine & Arao Wealth Creation & Management
California
$17K – – –
HS
1074
Horan Securities
United States
$15K +$4.16K +48 +38%
ANBT
1075
American National Bank & Trust
Texas
$13K – – –
41 42
43
44 45