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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 %
ZAM
251
Zevin Asset Management
Massachusetts
$4.64M +$433K +4,573 +10%
LNB
252
Ledyard National Bank
$4.6M -$32.5K -343 -0.7%
SG Americas Securities
253
SG Americas Securities
New York
$4.58M +$2.14M +22,599 +88%
M
254
MOTCO
Texas
$4.57M +$189K +2,001 +4%
RFC
255
Regions Financial Corp
Alabama
$4.54M +$519K +5,479 +13%
JAM
256
Jolley Asset Management
North Carolina
$4.52M -$297K -3,135 -6%
FMII
257
Farmers & Merchants Investments Inc
Nebraska
$4.5M -$10.6K -112 -0.2%
NIM
258
Northeast Investment Management
Massachusetts
$4.47M -$39K -412 -0.9%
CAM
259
Carret Asset Management
New York
$4.46M +$9.47K +100 +0.2%
SSB
260
Sandy Spring Bank
Maryland
$4.45M -$100K -1,061 -2%
QIM
261
Quantitative Investment Management
Virginia
$4.43M -$2.52M -26,634 -36%
RC
262
RegentAtlantic Capital
New Jersey
$4.27M +$96.7K +1,021 +2%
HKIM
263
Hayek Kallen Investment Management
Alabama
$4.23M -$15.1K -160 -0.4%
BIAS
264
Beacon Investment Advisory Services
New Jersey
$4.23M +$72.8K +769 +2%
TCM
265
Telos Capital Management
California
$4.2M +$345K +3,641 +9%
GCA
266
Guardian Capital Advisors
Ontario, Canada
$4.18M +$27.4K +290 +0.7%
CCMINC
267
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.13M -$25.6K -270 -0.6%
CIBC Asset Management
268
CIBC Asset Management
Ontario, Canada
$4.09M -$23.1K -244 -0.6%
NME
269
Notis-McConarty Edward
$4.07M -$17K -180 -0.4%
NPT
270
Nixon Peabody Trust
Massachusetts
$4.04M +$10.9K +115 +0.3%
GSC
271
G&S Capital
Colorado
$4.03M -$33.1K -350 -0.8%
SF
272
Synovus Financial
Georgia
$4.01M +$28.4K +300 +0.7%
OC
273
Oppenheimer & Co
New York
$3.97M -$295K -3,119 -7%
AI
274
Atria Investments
North Carolina
$3.94M +$2.41M +25,429 +157%
VFA
275
Voya Financial Advisors
Connecticut
$3.91M +$142K +1,506 +4%
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