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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 %
AAIM
1126
Asset Advisors Investment Management
Georgia
$1K +$1K +17 New
TI
1127
tru Independence
Oregon
$176 -$7 -75 -4%
WIM
1128
Westside Investment Management
California
$4 – – –
Lord, Abbett & Co
1129
Lord, Abbett & Co
New Jersey
– -$50.8M -615,632 Closed
BCPEMI
1130
Bain Capital Public Equity Management II
Massachusetts
– -$36.3M -440,233 Closed
UBS AM
1131
UBS AM
Illinois
– -$32.8M -397,900 Closed
Parnassus Investments
1132
Parnassus Investments
California
– -$23.7M -287,322 Closed
Jennison Associates
1133
Jennison Associates
New York
– -$17.8M -215,883 Closed
MCM
1134
Moore Capital Management
New York
– -$9.07M -110,000 Closed
Citadel Advisors
1135
Citadel Advisors
Florida
– -$6.75M -81,811 Closed
IHAM
1136
Integral Health Asset Management
New York
– -$5.77M -70,000 Closed
ZCM
1137
Ziegler Capital Management
Illinois
– -$4.87M -59,004 Closed
TI
1138
Trexquant Investment
Connecticut
– -$4.68M -56,748 Closed
Fidelity International
1139
Fidelity International
Bermuda
– -$4.38M -53,093 Closed
William Blair Investment Management
1140
William Blair Investment Management
Illinois
– -$3.53M -42,861 Closed
Two Sigma Advisers
1141
Two Sigma Advisers
New York
– -$3.24M -39,300 Closed
PI
1142
PEAK6 Investments
Illinois
– -$2.42M -29,398 Closed
WMSA
1143
Weiss Multi-Strategy Advisers
New York
– -$1.99M -24,077 Closed
WAM
1144
World Asset Management
Michigan
– -$1.98M -23,991 Closed
MC
1145
Maverick Capital
Texas
– -$1.56M -18,918 Closed
PP
1146
PagnatoKarp Partners
Virginia
– -$1.53M -18,587 Closed
SIS
1147
Susquehanna International Securities
Ireland
– -$1.41M -17,105 Closed
SWP
1148
Strategic Wealth Partners
Ohio
– -$1.23M -12,999 Closed
Walleye Trading
1149
Walleye Trading
New York
– -$696K -8,444 Closed
LHC
1150
Little House Capital
Massachusetts
– -$687K -8,333 Closed
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