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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 Market Value Shares Shares
Change 		Shares
Change %
Primecap Management
1
Primecap Management
California
$2.03B 23,267,270 -761,070 -3%
Dodge & Cox
2
Dodge & Cox
California
$1.69B 19,353,787 -3,587,653 -16%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$921M 10,544,119 +136,363 +1%
Fisher Asset Management
4
Fisher Asset Management
Washington
$771M 8,827,829 +292,961 +3%
Bank of America
5
Bank of America
North Carolina
$738M 8,445,111 -203,217 -2%
Franklin Resources
6
Franklin Resources
California
$734M 8,485,303 -398,937 -4%
Renaissance Technologies
7
Renaissance Technologies
New York
$724M 8,294,608 -196,800 -2%
Mawer Investment Management
8
Mawer Investment Management
Alberta, Canada
$694M 7,944,991 +223,664 +3%
UBS Group
9
UBS Group
Switzerland
$590M 6,751,733 -649,131 -9%
Boston Partners
10
Boston Partners
Massachusetts
$581M 6,652,523 +3,359,705 +102%
Wells Fargo
11
Wells Fargo
California
$574M 6,574,638 -66,643 -1%
Aristotle Capital Management
12
Aristotle Capital Management
California
$574M 6,568,632 +685,903 +12%
Charles Schwab
13
Charles Schwab
California
$442M 5,055,893 -172,708 -3%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$409M 4,687,648 +228,395 +5%
BBHC
15
Brown Brothers Harriman & Co
New York
$345M 3,954,923 -137,049 -3%
Northern Trust
16
Northern Trust
Illinois
$328M 3,760,103 +158,037 +4%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$323M 3,694,742 +616,385 +20%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$281M 3,219,128 -4,635 -0.1%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$268M 3,068,310 -1,825,719 -37%
Morgan Stanley
20
Morgan Stanley
New York
$235M 2,688,755 -1,067,159 -28%
PPA
21
Parametric Portfolio Associates
Washington
$223M 2,549,664 -57,061 -2%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$218M 2,492,252 +431,326 +21%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$209M 2,390,724 +87,638 +4%
Lazard Asset Management
24
Lazard Asset Management
New York
$207M 2,374,041 -317,469 -12%
SCCM
25
Schafer Cullen Capital Management
New York
$203M 2,326,084 -137,195 -6%
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