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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 %
IIA
1151
IPG Investment Advisors
California
– -$680K -8,250 Closed
NFC
1152
Northeast Financial Consultants
Connecticut
– -$651K -7,900 Closed
Nuveen Asset Management
1153
Nuveen Asset Management
Illinois
– -$538K -6,522 Closed
CCA
1154
Cobblestone Capital Advisors
New York
– -$468K -5,675 Closed
CM
1155
Caption Management
Oklahoma
– -$412K -5,000 Closed
PCM
1156
Poehling Capital Management
Wisconsin
– -$391K -4,745 Closed
TRCT
1157
Tower Research Capital (TRC)
New York
– -$362K -4,388 Closed
LJAC
1158
L.J. Altfest & Co
New York
– -$329K -3,991 Closed
HC
1159
HNP Capital
New York
– -$348K -3,947 Closed
AP
1160
Adero Partners
California
– -$317K -3,844 Closed
LI
1161
Leap Investments
Illinois
– -$305K -3,700 Closed
TGAM
1162
TBH Global Asset Management
Tennessee
– -$280K -3,400 Closed
SF
1163
Symphony Financial
Texas
– -$270K -3,302 Closed
EMG
1164
Ellington Management Group
Connecticut
– -$272K -3,300 Closed
TFS
1165
Thoroughbred Financial Services
Tennessee
– -$253K -3,067 Closed
BCM
1166
BTR Capital Management
California
– -$238K -2,885 Closed
PCP
1167
Proficio Capital Partners
Massachusetts
– -$234K -2,847 Closed
JSL
1168
JT Stratford LLC
Georgia
– -$232K -2,813 Closed
EH
1169
Equitable Holdings
New York
– -$231K -2,802 Closed
EGM
1170
Engineers Gate Manager
New York
– -$227K -2,750 Closed
OPCM
1171
Osborne Partners Capital Management
California
– -$225K -2,725 Closed
GT
1172
Glenview Trust
Kentucky
– -$220K -2,672 Closed
EWM
1173
Empirical Wealth Management
Washington
– -$218K -2,645 Closed
MCM
1174
Mattern Capital Management
Colorado
– -$217K -2,631 Closed
ECM
1175
ExodusPoint Capital Management
New York
– -$210K -2,546 Closed
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