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Novartis
NVS

Overview Fund Activity

1,171 hedge funds and large institutions have $24.4B invested in Novartis in 2019 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 412 increasing their positions, 387 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+82
Holders Change %
+7.53%
% of All Funds
23.12%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.45%
New
156
Increased
412
Reduced
387
Closed
55
Calls
$200M
Puts
$129M
Net Calls
+$71M
Net Calls Change
+$62.6M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$972M
2
Jennison Associates
Jennison Associates
New York
$269M
3
BlackRock
BlackRock
New York
$422M
4
Aristotle Capital Management
Aristotle Capital Management
California
$548M
5
Renaissance Technologies
Renaissance Technologies
New York
$625M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$2.39B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$569M
3
Franklin Resources
Franklin Resources
California
$1.12B
4
State Street
State Street
Massachusetts
$210M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
226
First Horizon Advisors
Tennessee
$5.71M +$316K +3,342 +6%
OWD
227
Osborn Williams & Donohoe
Ohio
$5.62M -$208K -2,200 -4%
Federated Hermes
228
Federated Hermes
Pennsylvania
$5.62M -$202K -2,128 -3%
Geode Capital Management
229
Geode Capital Management
Massachusetts
$5.58M -$95.7K -1,011 -2%
ARMC
230
American Research & Management Company
Massachusetts
$5.55M -$90K -950 -2%
AG
231
Advisor Group
Arizona
$5.54M -$32.6K -344 -0.6%
SSA
232
Schonfeld Strategic Advisors
New York
$5.5M +$5.5M +58,107 New
FTIOP
233
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.48M -$200K -2,110 -4%
KeyBank National Association
234
KeyBank National Association
Ohio
$5.44M +$105K +1,105 +2%
Cambridge Investment Research Advisors
235
Cambridge Investment Research Advisors
Iowa
$5.4M +$361K +3,816 +7%
SC
236
Scotia Capital
Ontario, Canada
$5.33M +$208K +2,195 +4%
BCM
237
Bourgeon Capital Management
Connecticut
$5.24M -$103K -1,090 -2%
TAM
238
Tradition Asset Management
Virginia
$5.17M +$712K +7,523 +16%
CTA
239
Chesley Taft & Associates
Illinois
$5.16M -$95.6K -1,010 -2%
GCM
240
Garland Capital Management
Washington
$5.14M -$9.47K -100 -0.2%
PGFC
241
Peapack-Gladstone Financial Corp
New Jersey
$5.13M +$40K +422 +0.8%
PSUF
242
People's United Financial
Connecticut
$5.03M -$246K -2,599 -5%
HA
243
Hamel Associates
New Jersey
$5.02M -$61.8K -653 -1%
DMIC
244
Dixon Mitchell Investment Counsel
British Columbia, Canada
$4.88M +$100K +1,057 +2%
PAM
245
Private Asset Management
California
$4.81M -$78.1K -825 -2%
MML Investors Services
246
MML Investors Services
Massachusetts
$4.74M +$570K +6,023 +14%
CCT
247
Country Club Trust
Missouri
$4.74M -$47.7K -505 -1%
William Blair Investment Management
248
William Blair Investment Management
Illinois
$4.72M +$23.3K +246 +0.5%
GAM
249
Griffin Asset Management
New York
$4.69M -$7.1K -75 -0.2%
ZCA
250
Zeke Capital Advisors
Pennsylvania
$4.68M +$44.8K +473 +1%
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