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	–	1296
2018 Q4	$1.53M	Buy	+19,913	New	+$1.55M	0.02%	555
2018 Q3	–	Sell	-11,718	Closed	-$793K	–	1316
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	–	994
2017 Q1	$2.29M	Buy	+34,484	New	+$2.3M	0.02%	301
2016 Q1	–	Sell	-100,217	Closed	-$7.73M	–	1084
2015 Q4	$7.73M	Buy	100,217 +86,155	+613%	+$6.84M	0.12%	152
2015 Q3	$1.16M	Sell	14,062 -4,240	-23%	-$377K	0.02%	555
2015 Q2	$1.61M	Sell	18,302 -8,339	-31%	-$765K	0.03%	459
2015 Q1	$2.35M	Buy	26,641 +5,549	+26%	+$492K	0.04%	376
2014 Q4	$1.75M	Buy	21,092 +10,125	+92%	+$839K	0.04%	428
2014 Q3	$925K	Buy	+10,967	New	+$887K	0.03%	569
2013 Q4	–	Sell	-13,619	Closed	-$936K	–	985
2013 Q3	$936K	Sell	13,619 -1,855	-12%	-$123K	0.02%	476
2013 Q2	$980K	Buy	+15,474	New	+$1.01M	0.02%	415

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return