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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
+$299M
2
Jennison Associates
Jennison Associates
New York
+$238M
3
BlackRock
BlackRock
New York
+$220M
4
Aristotle Capital Management
Aristotle Capital Management
California
+$216M
5
Renaissance Technologies
Renaissance Technologies
New York
+$132M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$148M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$56M
3
Franklin Resources
Franklin Resources
California
-$50.6M
4
State Street
State Street
Massachusetts
-$47.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$47M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
276
AMP Capital Investors
Australia
$3.89M -$1.6M -16,972 -29%
BDS
277
Banco de Sabadell
Florida
$3.88M -$747K -7,888 -16%
MGIA
278
Matthew Goff Investment Advisor
Texas
$3.86M -$20K -211 -0.5%
MOS
279
MGO One Seven
Ohio
$3.85M +$204K +2,154 +6%
BF
280
BOK Financial
Oklahoma
$3.8M +$1.11M +11,728 +41%
BIMC
281
Benson Investment Management Company
Virginia
$3.77M – – –
WA
282
WealthTrust Axiom
Pennsylvania
$3.76M -$33.1K -350 -0.9%
HCM
283
Howland Capital Management
Massachusetts
$3.69M -$379K -4,007 -9%
AWM
284
Avitas Wealth Management
California
$3.67M +$12.5K +132 +0.3%
PWAG
285
Polaris Wealth Advisory Group
California
$3.66M +$3.66M +38,464 New
RJT
286
Raymond James Trust
Florida
$3.65M +$12.2K +129 +0.3%
LNWWM
287
Laird Norton Wetherby Wealth Management
California
$3.6M -$83.4K -881 -2%
ABP
288
Arthur B. Page
$3.6M -$104K -1,095 -3%
CFB
289
Cullen/Frost Bankers
Texas
$3.59M -$1.67M -17,685 -32%
TCCM
290
Timber Creek Capital Management
Massachusetts
$3.58M +$9.94K +105 +0.3%
BUB
291
BBVA USA Bancshares
Texas
$3.57M +$37.6K +397 +1%
WTC
292
WhitTier Trust Company
Nevada
$3.56M +$104K +1,097 +3%
MC
293
Moors & Cabot
Massachusetts
$3.54M -$4.64K -49 -0.1%
Simplex Trading
294
Simplex Trading
Illinois
$3.53M +$3.53M +37,282 New
TI
295
Trexquant Investment
Connecticut
$3.49M +$3.49M +36,883 New
SSWM
296
Smith Salley Wealth Management
North Carolina
$3.42M +$17.3K +183 +0.5%
CAM
297
Cubic Asset Management
Massachusetts
$3.39M -$106K -1,120 -3%
EGA
298
Eagle Global Advisors
Texas
$3.38M -$133K -1,400 -4%
ATC
299
Argent Trust Co
Tennessee
$3.34M +$36.1K +381 +1%
BCM
300
Brookmont Capital Management
Texas
$3.33M -$296K -3,124 -8%
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