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Novartis
NVS

Overview Fund Activity

1,132 hedge funds and large institutions have $20.4B invested in Novartis in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 423 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-39
Holders Change %
-3.33%
% of All Funds
25.01%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.66%
New
87
Increased
423
Reduced
456
Closed
110
Calls
$158M
Puts
$107M
Net Calls
+$50.7M
Net Calls Change
-$20.4M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$431M
2
Renaissance Technologies
Renaissance Technologies
New York
$700M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$637M
4
Boston Partners
Boston Partners
Massachusetts
$271M
5
FAM
Fred Alger Management
New York
$126M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$111M
3
BlackRock
BlackRock
New York
$85.6M
4
Franklin Resources
Franklin Resources
California
$733M
5
Jennison Associates
Jennison Associates
New York
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
226
1832 Asset Management
Ontario, Canada
$5.26M +$4.35M +53,803 +476%
SC
227
Scotia Capital
Ontario, Canada
$5.2M +$555K +6,736 +12%
Cambridge Investment Research Advisors
228
Cambridge Investment Research Advisors
Iowa
$5.14M +$442K +5,355 +9%
ACI
229
AMP Capital Investors
Australia
$5.1M +$1.74M +21,194 +52%
FPTW
230
Franklin, Parlapiano, Turner & Welch
Texas
$5.09M +$106K +1,280 +2%
SG Americas Securities
231
SG Americas Securities
New York
$5.05M +$1.06M +12,874 +27%
Geode Capital Management
232
Geode Capital Management
Massachusetts
$4.96M +$103K +1,250 +2%
MML Investors Services
233
MML Investors Services
Massachusetts
$4.95M +$823K +9,985 +20%
AI
234
Atria Investments
North Carolina
$4.88M +$1.46M +17,659 +42%
ZCM
235
Ziegler Capital Management
Illinois
$4.87M +$4.87M +59,004 New
ARMC
236
American Research & Management Company
Massachusetts
$4.71M -$130K -1,573 -3%
OWD
237
Osborn Williams & Donohoe
Ohio
$4.68M -$213K -2,586 -4%
FTIOP
238
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.68M -$86.6K -1,050 -2%
TI
239
Trexquant Investment
Connecticut
$4.68M +$1.64M +19,865 +54%
BCM
240
Bourgeon Capital Management
Connecticut
$4.63M +$72.1K +875 +2%
KeyBank National Association
241
KeyBank National Association
Ohio
$4.6M -$131K -1,592 -3%
ZAM
242
Zevin Asset Management
Massachusetts
$4.59M +$544K +6,601 +13%
Russell Investments Group
243
Russell Investments Group
United Kingdom
$4.57M -$644K -7,812 -12%
CTA
244
Chesley Taft & Associates
Illinois
$4.44M -$54K -655 -1%
GCM
245
Garland Capital Management
Washington
$4.42M -$61.8K -750 -1%
HA
246
Hamel Associates
New Jersey
$4.39M +$23.9K +290 +0.5%
Fidelity International
247
Fidelity International
Bermuda
$4.38M -$639K -7,753 -13%
PSUF
248
People's United Financial
Connecticut
$4.36M -$24.5K -297 -0.6%
GAM
249
Griffin Asset Management
New York
$4.14M +$59.4K +720 +1%
Jane Street
250
Jane Street
New York
$4.08M -$947K -11,482 -19%
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