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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 %
CBT
251
Capital Bank & Trust
California
$5.17M +$249K +2,906 +5%
OWD
252
Osborn Williams & Donohoe
Ohio
$5.12M +$1.53M +20,824 +42%
SC
253
Scotia Capital
Ontario, Canada
$5.01M -$305K -3,536 -6%
BDS
254
Banco de Sabadell
Florida
$4.98M +$148K +1,723 +3%
FHA
255
First Horizon Advisors
Tennessee
$4.95M +$519K +6,030 +12%
JAM
256
Jolley Asset Management
North Carolina
$4.86M +$39.5K +459 +0.8%
SSB
257
Sandy Spring Bank
Maryland
$4.81M -$122K -1,417 -2%
FAM
258
Fred Alger Management
New York
$4.81M +$2.02M +23,436 +72%
LNB
259
Ledyard National Bank
$4.79M -$43.8K -508 -0.9%
DMIC
260
Dixon Mitchell Investment Counsel
British Columbia, Canada
$4.77M -$4.9M -56,880 -51%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$4.75M +$4.75M +55,172 New
Deutsche Bank
262
Deutsche Bank
Germany
$4.74M -$48.4M -562,295 -91%
RJT
263
Raymond James Trust
Florida
$4.74M +$172K +1,995 +4%
William Blair Investment Management
264
William Blair Investment Management
Illinois
$4.72M +$1.1M +12,756 +30%
CAM
265
Carret Asset Management
New York
$4.66M -$387K -4,489 -8%
FMII
266
Farmers & Merchants Investments Inc
Nebraska
$4.63M +$20.8K +242 +0.5%
ZCA
267
Zeke Capital Advisors
Pennsylvania
$4.62M +$88.2K +1,024 +2%
ZAM
268
Zevin Asset Management
Massachusetts
$4.6M +$72.6K +843 +2%
NIM
269
Northeast Investment Management
Massachusetts
$4.58M -$861 -10 -0%
MA
270
MUFG Americas
New York
$4.55M +$633K +7,345 +16%
Geode Capital Management
271
Geode Capital Management
Massachusetts
$4.53M +$112K +1,298 +3%
EGA
272
Eagle Global Advisors
Texas
$4.44M -$7.15K -83 -0.2%
BCM
273
Brookmont Capital Management
Texas
$4.43M +$5.69K +66 +0.1%
DWA
274
Dorsey Wright & Associates
California
$4.42M +$4.42M +51,262 New
HKIM
275
Hayek Kallen Investment Management
Alabama
$4.41M -$133K -1,541 -3%
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