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Novartis
NVS

Overview Fund Activity

1,132 hedge funds and large institutions have $26.2B invested in Novartis in 2019 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 419 increasing their positions, 396 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
+46
Holders Change %
+4.24%
% of All Funds
24.54%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.85%
New
114
Increased
419
Reduced
396
Closed
56
Calls
$146M
Puts
$94.9M
Net Calls
+$50.8M
Net Calls Change
+$23.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$160M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$136M
3
Primecap Management
Primecap Management
California
+$93.3M
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$88.1M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$68.2M

Top Sellers

1
BlackRock
BlackRock
New York
-$124M
2
Capital International Investors
Capital International Investors
California
-$64.7M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$60.6M
4
Boston Partners
Boston Partners
Massachusetts
-$56.2M
5
MAM
Majedie Asset Management
United Kingdom
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
226
Parkwood LLC
Ohio
$6.5M -$7.43M -86,210 -53%
UR
227
USCA RIA
Texas
$6.38M +$1.46M +16,904 +30%
BIC
228
Beach Investment Counsel
Pennsylvania
$6.34M – – –
IHL
229
Investment House LLC
California
$6.31M +$14.4K +167 +0.2%
SB
230
Suntrust Banks
Georgia
$6.3M +$1.03M +11,961 +20%
AIA
231
Avalon Investment & Advisory
Texas
$6.24M +$1.94M +22,473 +45%
GC
232
Grimes & Company
Massachusetts
$6.23M +$5.6K +65 +0.1%
CCT
233
Country Club Trust
Missouri
$6.15M -$237K -2,748 -4%
KeyBank National Association
234
KeyBank National Association
Ohio
$6.14M -$933K -10,830 -13%
FTIOP
235
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.85M -$36.4K -422 -0.6%
ARMC
236
American Research & Management Company
Massachusetts
$5.83M +$129K +1,494 +2%
WT
237
Whittier Trust
California
$5.75M -$206K -2,389 -3%
DPIM
238
Duff & Phelps Investment Management
Illinois
$5.69M +$802K +9,306 +16%
TCM
239
Tradition Capital Management
New Jersey
$5.61M -$422K -4,901 -7%
PAM
240
Private Asset Management
California
$5.6M -$125K -1,451 -2%
Jane Street
241
Jane Street
New York
$5.51M -$5.3M -61,539 -49%
FPTW
242
Franklin, Parlapiano, Turner & Welch
Texas
$5.45M +$11K +128 +0.2%
BCM
243
Bourgeon Capital Management
Connecticut
$5.4M -$22.8K -265 -0.4%
CIBC World Market
244
CIBC World Market
Ontario, Canada
$5.39M -$3.7M -48,772 -41%
PGFC
245
Peapack-Gladstone Financial Corp
New Jersey
$5.29M +$3.27K +38 +0.1%
GAM
246
Griffin Asset Management
New York
$5.27M -$73.1K -848 -1%
CTA
247
Chesley Taft & Associates
Illinois
$5.25M -$33.4K -388 -0.6%
GCM
248
Garland Capital Management
Washington
$5.24M – – –
HA
249
Hamel Associates
New Jersey
$5.22M +$22.6K +262 +0.4%
AG
250
Advisor Group
Arizona
$5.2M +$344K +3,995 +7%
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