HBK Investments’s Novartis NVS Stock Holding History

HBK Investments’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-19,913	Closed	-$1.53M	–	1267
2018 Q4	$1.53M	Buy	+19,913	New	+$1.55M	0.02%	555
2018 Q3	–	Sell	-11,718	Closed	-$793K	–	1296
2018 Q2	$793K	Sell	11,718 -7,246	-38%	-$500K	0.01%	696
2018 Q1	$1.37M	Buy	+18,964	New	+$1.44M	0.01%	549
2017 Q2	–	Sell	-34,484	Closed	-$2.29M	–	989
2017 Q1	$2.29M	Buy	+34,484	New	+$2.3M	0.02%	301
2016 Q1	–	Sell	-100,217	Closed	-$7.73M	–	1072
2015 Q4	$7.73M	Buy	100,217 +86,155	+613%	+$6.84M	0.07%	152
2015 Q3	$1.16M	Sell	14,062 -4,240	-23%	-$377K	0.01%	555
2015 Q2	$1.61M	Sell	18,302 -8,339	-31%	-$765K	0.02%	459
2015 Q1	$2.35M	Buy	26,641 +5,549	+26%	+$492K	0.02%	376
2014 Q4	$1.75M	Buy	21,092 +10,125	+92%	+$839K	0.02%	428
2014 Q3	$925K	Buy	+10,967	New	+$887K	0.01%	569
2013 Q4	–	Sell	-13,619	Closed	-$936K	–	976
2013 Q3	$936K	Sell	13,619 -1,855	-12%	-$123K	0.01%	476
2013 Q2	$980K	Buy	+15,474	New	+$1.01M	0.02%	415

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

HBK Investments's NVS Position: Q1 2019 in Review

HBK Investments sold out of Novartis (NVS) in Q1 2019, closing a stake of 19,913 shares — an estimated $1.53M sold.

HBK Investments first reported a position in NVS in Q2 2013 and held it in 12 quarters. The position peaked at $7.73M in Q4 2015. 1,134 funds tracked by Wall St. Rank hold NVS as of Q1 2019.

HBK Investments reported no remaining Novartis position as of Q1 2019 after selling out during the quarter.
HBK Investments sold 19,913 Novartis shares in Q1 2019, an estimated $1.53M.
HBK Investments first reported a position in Novartis in Q2 2013 and held it in 12 quarters.
HBK Investments's Novartis position peaked at $7.73M in Q4 2015.
1,134 funds tracked by Wall St. Rank held Novartis as of Q1 2019.

Based on HBK Investments's 13F filing for Q1 2019, filed 15 May 2019.