We are live on ! Find out more
NVS icon

Novartis

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.

New
Increased
Maintained
Reduced
Closed

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: 1,1331,128 (-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: 3015 (-15)

Holders
1,128
Holders Change
-5
Holders Change %
-0.44%
% of All Funds
23.13%
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
421
Closed
78
Calls
$203M
Puts
$108M
Net Calls
+$95.1M
Net Calls Change
+$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$2.03B -$65.7M -761,070 -3%
Dodge & Cox
2
Dodge & Cox
California
$1.69B -$310M -3,587,653 -16%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$921M +$11.8M +136,363 +1%
Fisher Asset Management
4
Fisher Asset Management
Washington
$771M +$25.3M +292,961 +3%
Bank of America
5
Bank of America
North Carolina
$738M -$17.5M -203,217 -2%
Franklin Resources
6
Franklin Resources
California
$734M -$34.4M -398,937 -4%
Renaissance Technologies
7
Renaissance Technologies
New York
$724M -$17M -196,800 -2%
Mawer Investment Management
8
Mawer Investment Management
Alberta, Canada
$694M +$19.3M +223,664 +3%
UBS Group
9
UBS Group
Switzerland
$590M -$56M -649,131 -9%
Boston Partners
10
Boston Partners
Massachusetts
$581M +$290M +3,359,705 +102%
Wells Fargo
11
Wells Fargo
California
$574M -$5.75M -66,643 -1%
Aristotle Capital Management
12
Aristotle Capital Management
California
$574M +$59.2M +685,903 +12%
Charles Schwab
13
Charles Schwab
California
$442M -$14.9M -172,708 -3%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$409M +$19.7M +228,395 +5%
BBHC
15
Brown Brothers Harriman & Co
New York
$345M -$11.8M -137,049 -3%
Northern Trust
16
Northern Trust
Illinois
$328M +$13.6M +158,037 +4%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$323M +$53.2M +616,385 +20%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$281M -$400K -4,635 -0.1%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$268M -$158M -1,825,719 -37%
Morgan Stanley
20
Morgan Stanley
New York
$235M -$92.1M -1,067,159 -28%
PPA
21
Parametric Portfolio Associates
Washington
$223M -$4.93M -57,061 -2%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$218M +$37.2M +431,326 +21%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$209M +$7.56M +87,638 +4%
Lazard Asset Management
24
Lazard Asset Management
New York
$207M -$27.4M -317,469 -12%
SCCM
25
Schafer Cullen Capital Management
New York
$203M -$11.8M -137,195 -6%

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.