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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.

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
1
Boston Partners
Massachusetts
$581M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$574M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$323M
4
Capital World Investors
4
Capital World Investors
California
$78.9M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$218M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.69B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$268M
3
Morgan Stanley
3
Morgan Stanley
New York
$235M
4
Primecap Management
4
Primecap Management
California
$2.03B
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
151
Renaissance Group
Kentucky
$10M -$844K -9,664 -8%
RCYC
152
Richard C. Young & Co
Rhode Island
$9.99M -$203K -2,319 -2%
Ensign Peak Advisors
153
Ensign Peak Advisors
Utah
$9.96M +$3.37M +38,578 +51%
CIBC World Market
154
CIBC World Market
Ontario, Canada
$9.63M +$391K +4,473 +4%
FT
155
Fiduciary Trust
Massachusetts
$9.08M -$135K -1,543 -1%
CSIC
156
Clifford Swan Investment Counsel
California
$9M -$179K -2,054 -2%
TG
157
TCW Group
California
$8.88M -$620K -7,104 -7%
PNC
158
Park National Corp
Ohio
$8.84M -$2.05M -23,422 -19%
PGFC
159
Peapack-Gladstone Financial Corp
New Jersey
$8.75M +$1.02M +11,622 +13%
RG
160
Rathbones Group
United Kingdom
$8.71M -$28.1K -322 -0.3%
CT
161
Cambridge Trust
Massachusetts
$8.67M +$207K +2,455 +2%
OA
162
Oxbow Advisors
Texas
$8.66M +$8.66M +99,140 New
GF
163
Gabelli Funds
New York
$8.65M – – –
MJP
164
Michael J. Puzo
$8.63M -$34.8K -398 -0.4%
ECM
165
ETrade Capital Management
Virginia
$8.48M +$1.19M +13,669 +16%
Federated Hermes
166
Federated Hermes
Pennsylvania
$8.38M -$2.38M -27,206 -22%
BCM
167
Buckhead Capital Management
Georgia
$8.27M +$48.7K +558 +0.6%
TTWM
168
TCV Trust & Wealth Management
Virginia
$8.22M +$333K +3,814 +4%
AAIM
169
American Assets Investment Management
California
$8.18M -$1.31M -15,000 -14%
LG
170
LaFleur & Godfrey
Michigan
$8.14M -$505K -5,784 -6%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$8.08M – – –
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$7.84M +$3.67K +42 +0%
NCM
173
Narwhal Capital Management
Georgia
$7.79M +$524K +5,997 +7%
GIM
174
Grassi Investment Management
California
$7.74M +$133K +1,525 +2%
CTA
175
Carillon Tower Advisers
Florida
$7.66M +$52.7K +603 +0.7%
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