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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 %
William Blair Investment Management
276
William Blair Investment Management
Illinois
$3.53M -$574K -6,967 -14%
LNWWM
277
Laird Norton Wetherby Wealth Management
California
$3.44M +$305K +3,698 +10%
OC
278
Oppenheimer & Co
New York
$3.41M -$47.2K -573 -1%
AI
279
Ariel Investments
Illinois
$3.39M +$1.23M +14,966 +57%
RC
280
RegentAtlantic Capital
New Jersey
$3.37M -$348K -4,218 -9%
MOS
281
MGO One Seven
Ohio
$3.37M +$20.9K +254 +0.6%
WA
282
WealthTrust Axiom
Pennsylvania
$3.35M +$81.4K +987 +2%
BIMC
283
Benson Investment Management Company
Virginia
$3.34M +$53.2K +645 +2%
SC
284
SouthState Corp
Florida
$3.31M +$618K +7,493 +23%
Two Sigma Advisers
285
Two Sigma Advisers
New York
$3.24M +$3.24M +39,300 New
FA
286
FDx Advisors
Illinois
$3.22M +$424K +5,139 +15%
HCM
287
Howland Capital Management
Massachusetts
$3.21M -$2.97K -36 -0.1%
BF
288
BOK Financial
Oklahoma
$3.18M -$126K -1,532 -4%
ABP
289
Arthur B. Page
$3.16M +$28.7K +348 +0.9%
TCCM
290
Timber Creek Capital Management
Massachusetts
$3.11M -$3.22K -39 -0.1%
LBA
291
Lowell Blake & Associates
Massachusetts
$3.07M +$236K +2,867 +8%
WTC
292
WhitTier Trust Company
Nevada
$3.03M -$69K -837 -2%
CFB
293
Cullen/Frost Bankers
Texas
$3.01M -$120K -1,450 -4%
CQS
294
Credential Qtrade Securities
$3M +$455K +5,520 +18%
RJT
295
Raymond James Trust
Florida
$3M -$180K -2,177 -6%
AMM
296
American Money Management
California
$2.93M +$55.7K +675 +2%
DWA
297
Dorsey Wright & Associates
California
$2.92M +$846K +10,259 +41%
CAM
298
Cubic Asset Management
Massachusetts
$2.91M -$47.4K -575 -2%
HTC
299
Haverford Trust Company
Pennsylvania
$2.9M +$708K +8,589 +32%
BS
300
Banco Santander
Spain
$2.89M +$740K +8,975 +34%
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