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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 %
HCM
1076
Highlander Capital Management
New Jersey
$13K – – –
HWM
1077
HighMark Wealth Management
Minnesota
$13K +$7.75K +87 +147%
SIS
1078
Sound Income Strategies
Florida
$12K +$7.59K +86 +172%
Ninety One (UK)
1079
Ninety One (UK)
United Kingdom
$12K +$12K +138 New
ATC
1080
Adirondack Trust Company
New York
$11K – – –
CAGAS
1081
Capital Advisory Group Advisory Services
Minnesota
$11K – – –
NC
1082
NewSquare Capital
Pennsylvania
$10K – – –
MIFH
1083
Migdal Insurance & Financial Holdings
Israel
$10K – – –
BWL
1084
Bogart Wealth LLC
Virginia
$10K – – –
CBT
1085
Central Bank & Trust
Kentucky
$10K – – –
VCM
1086
Vigilant Capital Management
Maine
$10K +$3.36K +39 +51%
CFFP
1087
Center for Financial Planning
Michigan
$9K -$5.76K -64 -39%
ACM
1088
AUA Capital Management
Pennsylvania
$9K – – –
HFM
1089
Hartford Financial Management
Connecticut
$9K – – –
HGWM
1090
Harvest Group Wealth Management
Massachusetts
$9K – – –
GWMIA
1091
Global Wealth Management Investment Advisory
Florida
$9K – – –
RWB
1092
RMR Wealth Builders
New Jersey
$9K +$9K +104 New
FBT
1093
First Bank & Trust
South Dakota
$8K -$10.7K -124 -57%
RCA
1094
Ranch Capital Advisors
Florida
$8K – – –
CPA
1095
Cowen Prime Advisors
New York
$8K – – –
WPA
1096
West Paces Advisors
Georgia
$7.16K -$13.6K -156 -66%
HIM
1097
Hillsdale Investment Management
Ontario, Canada
$7K – – –
AP
1098
Atwood & Palmer
Missouri
$7K – – –
CAL
1099
Capital Advisors Ltd
Ohio
$7K – – –
WB
1100
West Bancorporation
Iowa
$7K – – –
42 43
44
45 46