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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 %
FMII
251
Farmers & Merchants Investments Inc
Nebraska
$4.08M +$163K +1,972 +4%
M
252
MOTCO
Texas
$4.03M +$52.8K +641 +1%
LNB
253
Ledyard National Bank
$4M +$1.65K +20 +0%
PAM
254
Private Asset Management
California
$3.97M -$218K -2,645 -5%
CCT
255
Country Club Trust
Missouri
$3.97M -$133K -1,626 -3%
MGIA
256
Matthew Goff Investment Advisor
Texas
$3.97M +$601K +7,289 +18%
DMIC
257
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.91M -$339K -4,113 -8%
CAM
258
Carret Asset Management
New York
$3.91M +$20.7K +251 +0.5%
RFC
259
Regions Financial Corp
Alabama
$3.88M -$75.6K -917 -2%
JAM
260
Jolley Asset Management
North Carolina
$3.87M -$61.2K -742 -2%
HGI
261
Hansberger Growth Investors
Wisconsin
$3.85M +$1.8M +21,845 +88%
NIM
262
Northeast Investment Management
Massachusetts
$3.79M -$97.3K -1,180 -3%
BIAS
263
Beacon Investment Advisory Services
New Jersey
$3.75M +$71.9K +872 +2%
UCFA
264
United Capital Financial Advisors
Texas
$3.74M -$1.58M -19,118 -30%
HI
265
Horizon Investments
North Carolina
$3.74M +$3.74M +45,353 New
TCM
266
Telos Capital Management
California
$3.7M +$48.3K +586 +1%
Barclays
267
Barclays
United Kingdom
$3.7M +$3.63M +43,999 +5,372%
SF
268
Synovus Financial
Georgia
$3.65M +$161K +1,961 +5%
VFA
269
Voya Financial Advisors
Connecticut
$3.64M +$245K +2,990 +7%
HKIM
270
Hayek Kallen Investment Management
Alabama
$3.61M -$72.5K -879 -2%
CCMINC
271
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.57M -$25.6K -310 -0.7%
NME
272
Notis-McConarty Edward
$3.56M +$21K +255 +0.6%
NPT
273
Nixon Peabody Trust
Massachusetts
$3.56M +$41.7K +506 +1%
SSB
274
Sandy Spring Bank
Maryland
$3.54M -$337K -4,085 -9%
CIBC Asset Management
275
CIBC Asset Management
Ontario, Canada
$3.54M -$21.4K -260 -0.6%
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