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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 %
BUB
201
BBVA USA Bancshares
Texas
$6.46M +$673K +7,704 +12%
MCM
202
Mengis Capital Management
Oregon
$6.3M +$1.92K +22 +0%
FHA
203
First Horizon Advisors
Tennessee
$6.23M +$455K +5,207 +8%
MF
204
Magnetar Financial
Illinois
$6.21M +$6.21M +71,120 New
AUB
205
Atlantic Union Bankshares
Virginia
$6M +$155K +1,779 +3%
CNB
206
Camden National Bank
Maine
$5.97M +$14.6K +167 +0.2%
PSC
207
Prentiss Smith & Co
Vermont
$5.94M +$2.8K +32 +0%
Two Sigma Investments
208
Two Sigma Investments
New York
$5.93M -$21.2M -242,498 -78%
GC
209
Grimes & Company
Massachusetts
$5.92M -$58.8K -673 -1%
AI
210
Atria Investments
North Carolina
$5.91M +$737K +8,440 +14%
MAM
211
Mastrapasqua Asset Management
Tennessee
$5.84M +$66.3K +759 +1%
VV
212
Verity & Verity
South Carolina
$5.79M -$68.7K -798 -1%
HI
213
Horizon Investments
North Carolina
$5.78M +$1.82M +20,785 +46%
PP
214
Patten & Patten
Tennessee
$5.76M -$45.7K -523 -0.8%
FBC
215
Fairfield, Bush & Co
Connecticut
$5.73M -$6.9K -79 -0.1%
PHS
216
Pekin Hardy Strauss
Illinois
$5.67M -$146K -1,675 -3%
MML Investors Services
217
MML Investors Services
Massachusetts
$5.66M +$412K +4,718 +8%
CGH
218
Crossmark Global Holdings
Texas
$5.52M -$2.7M -30,953 -33%
Cambridge Investment Research Advisors
219
Cambridge Investment Research Advisors
Iowa
$5.51M +$61.1K +700 +1%
BIC
220
Beach Investment Counsel
Pennsylvania
$5.51M -$73.6K -843 -1%
FPTW
221
Franklin, Parlapiano, Turner & Welch
Texas
$5.29M -$100K -1,146 -2%
BCM
222
Bourgeon Capital Management
Connecticut
$5.26M +$352K +4,030 +7%
ECG
223
Edge Capital Group
Georgia
$5.16M -$2.05M -23,512 -28%
WT
224
Whittier Trust
California
$5.15M -$687K -7,860 -12%
FGP
225
Foyston, Gordon, & Payne
Ontario, Canada
$5.13M -$1.04M -11,887 -17%
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