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

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$1.69B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$268M
3
Morgan Stanley
Morgan Stanley
New York
$235M
4
Primecap Management
Primecap Management
California
$2.03B
5
FWIA
Fort Washington Investment Advisors
Ohio
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
1101
Janiczek Wealth Management
Colorado
$7K +$7K +76 New
APWA
1102
Atlas Private Wealth Advisors
New Jersey
$7K +$7K +79 New
FCH
1103
Freestone Capital Holdings
Washington
$6.38K +$423 +4,841 +7%
SCA
1104
Stonebridge Capital Advisors
Minnesota
$6K -$11.9K -143 -67%
RIA
1105
RPG Investment Advisory
California
$6K – – –
BAMG
1106
Brand Asset Management Group
Missouri
$5K – – –
SIAP
1107
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K – – –
CWM
1108
Campbell Wealth Management
Virginia
$5K +$5K +55 New
HI
1109
Human Investing
Oregon
$5K +$5K +61 New
SWA
1110
Sutton Wealth Advisors
Florida
$4.63K – – –
KFS
1111
Kelly Financial Services
Massachusetts
$4.11K – – –
DAM
1112
Delta Asset Management
Tennessee
$4K -$10K -125 -71%
FEG
1113
Financial Enhancement Group
Indiana
$3K – – –
AW
1114
Avion Wealth
Texas
$3K – – –
LFG
1115
LifePlan Financial Group
Ohio
$3K – – –
WAMC
1116
Western Asset Management Company
California
$3K +$3K +31 New
AIC
1117
Archer Investment Corporation
Indiana
$2.1K – – –
MAM
1118
Meeder Asset Management
Ohio
$2K -$1.54K -20 -43%
CCM
1119
Cribstone Capital Management
Maine
$2K – – –
JIR
1120
James Investment Research
Ohio
$2K – – –
LWA
1121
Lowe Wealth Advisors
Maryland
$2K – – –
SFG
1122
Sowa Financial Group
Rhode Island
$2K – – –
MA
1123
MCF Advisors
Kentucky
$2K +$2K +20 New
AWM
1124
Apollon Wealth Management
South Carolina
$1K +$1K +11 New
Parallax Volatility Advisers
1125
Parallax Volatility Advisers
California
$1K +$1K +16 New
43 44
45
46 47