Novartis
NVS
1,128 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, 421 reducing their positions, and 78 closing their positions.
88% more call options, than puts
Call options by funds: $203M | Put options by funds: $108M
6% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 78
2% more capital invested
Capital invested by funds: $20.4B → $20.7B (+$333M)
0.08% less ownership
Funds ownership: 9.71% → 9.63% (-0.08%)
0% less funds holding
Funds holding: 1,133 → 1,128 (-5)
3% less repeat investments, than reductions
Existing positions increased: 408 | Existing positions reduced: 421
50% less funds holding in top 10
Funds holding in top 10: 30 → 15 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$290M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
+$59.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$53.2M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$48.9M |
| 5 |
Neuberger Berman Group
New York
|
+$37.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$310M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$158M |
| 3 |
Morgan Stanley
New York
|
-$92.1M |
| 4 |
Primecap Management
Pasadena,
California
|
-$65.7M |
| 5 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$60.9M |
NVS Hedge Fund Activity: Q2 2020 in Review
1,128 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q2 2020, worth a combined $20.7B — up 1.6% from $20.4B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new NVS positions and 78 closed out — a net gain of 5 holders — while 408 added to existing stakes and 421 trimmed.
The largest buyer was Boston Partners, adding an estimated $290M. The largest seller was Dodge & Cox, cutting an estimated $310M.
- 1,128 institutional investors held Novartis (NVS) as of Q2 2020, down from 1,133 in Q1 2020.
- Funds reported $20.7B of Novartis stock for Q2 2020, up 1.6% quarter-over-quarter.
- 83 funds opened new Novartis positions in Q2 2020 and 78 closed out, a net change of +5 holders.
- The largest Novartis buyer in Q2 2020 was Boston Partners, an estimated $290M added.
- The largest Novartis seller in Q2 2020 was Dodge & Cox, an estimated $310M sold.
Based on aggregated 13F filings for Q2 2020.