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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 %
JGUA
126
John G. Ullman & Associates
New York
$13.3M -$30.6K -350 -0.2%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$12.9M -$274K -3,142 -2%
FNBT
128
FineMark National Bank & Trust
Florida
$12.7M +$480K +5,495 +4%
GJIC
129
Gamble Jones Investment Counsel
California
$12.6M -$101K -1,158 -0.8%
RFA
130
Reilly Financial Advisors
California
$12.6M +$330K +3,774 +3%
SI
131
Scout Investments
Missouri
$12.6M +$567K +6,497 +5%
TBC
132
Tweedy, Browne Co
Connecticut
$12.6M -$654K -7,489 -5%
MIM
133
Martin Investment Management
Florida
$12.6M +$944K +10,813 +8%
FWIA
134
Fort Washington Investment Advisors
Ohio
$12.6M -$61.6M -705,355 -83%
GIA
135
Guyasuta Investment Advisors
Pennsylvania
$12.3M +$581K +6,649 +5%
CCM
136
Chilton Capital Management
Texas
$12.3M +$490K +5,612 +4%
TBA
137
Tower Bridge Advisors
Pennsylvania
$12.1M +$743K +8,506 +7%
AAM
138
Advisors Asset Management
Colorado
$12.1M +$530K +6,064 +5%
FNBOO
139
First National Bank of Omaha
Nebraska
$11.7M +$59.1K +677 +0.5%
VanEck Associates
140
VanEck Associates
New York
$11.7M +$1.82M +20,817 +18%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$11.6M +$1.67M +19,088 +17%
Osaic Holdings
142
Osaic Holdings
Arizona
$11.5M -$8.53M -97,566 -43%
Mirae Asset Global Investments
143
Mirae Asset Global Investments
South Korea
$11.5M -$648K -7,421 -5%
ACM
144
Advisors Capital Management
New Jersey
$11.5M -$7.38M -84,538 -39%
GD
145
Grandfield & Dodd
New York
$11.3M +$52.8K +605 +0.5%
Jones Financial Companies
146
Jones Financial Companies
Missouri
$11.3M -$28.9K -331 -0.3%
WIC
147
Wilkins Investment Counsel
Massachusetts
$10.8M +$194K +2,225 +2%
SC
148
Scotia Capital
Ontario, Canada
$10.7M +$5.21M +59,666 +95%
DP
149
DDD Partners
Washington
$10.2M +$1.03M +11,786 +11%
BC
150
Brinker Capital
Pennsylvania
$10.1M +$300K +3,429 +3%
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