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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 %
TCOV
176
Trust Company of Vermont
Vermont
$7.59M -$1.97M -22,611 -21%
BCB
177
Brian C. Broderick
$7.49M -$59.7K -683 -0.8%
AIA
178
Avalon Investment & Advisory
Texas
$7.4M -$1.67M -19,093 -18%
CCM
179
Cohen Capital Management
California
$7.31M – – –
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$7.31M +$150K +1,713 +2%
IHL
181
Investment House LLC
California
$7.24M +$309K +3,533 +4%
Deutsche Bank
182
Deutsche Bank
Germany
$7.24M +$558K +6,383 +8%
UR
183
USCA RIA
Texas
$7.23M +$891K +10,198 +14%
ISL
184
Ingalls & Snyder LLC
New York
$7.21M +$304K +3,475 +4%
Baird Financial Group
185
Baird Financial Group
Wisconsin
$7.2M -$794K -9,092 -10%
GG
186
Greenwood Gearhart
Arkansas
$7.17M +$117K +1,341 +2%
WF
187
Welch & Forbes
Massachusetts
$7.17M -$22.2K -254 -0.3%
Capital Fund Management (CFM)
188
Capital Fund Management (CFM)
France
$7.11M -$6.99M -79,987 -50%
EVM
189
Evelyn V. Moreno
$7.05M -$64.9K -743 -0.9%
DP
190
Dearborn Partners
Illinois
$7.05M +$156K +1,790 +2%
EPAM
191
Euro Pacific Asset Management
Puerto Rico
$7.05M -$56.6K -664 -0.8%
PMG
192
ProVise Management Group
Florida
$6.98M -$167K -1,908 -2%
GT
193
Glenmede Trust
Pennsylvania
$6.89M -$1.93M -22,151 -22%
OCAM
194
Onex Canada Asset Management
Ontario, Canada
$6.83M -$4.35M -49,800 -39%
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$6.71M +$304K +3,455 +5%
PA
196
Pinnacle Associates
New York
$6.69M -$107K -1,229 -2%
SWK
197
Stephen W. Kidder
$6.66M +$8.3K +95 +0.1%
TAM
198
Tradition Asset Management
Virginia
$6.61M +$784K +8,973 +13%
First Manhattan
199
First Manhattan
New York
$6.61M -$535K -6,128 -7%
Creative Planning
200
Creative Planning
Kansas
$6.55M -$1.3M -14,827 -17%
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