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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 %
AWM
301
Avitas Wealth Management
California
$3.58M +$35.1K +408 +1%
BL
302
BCWM LLC
Kansas
$3.58M +$20.4K +237 +0.6%
CAM
303
Cubic Asset Management
Massachusetts
$3.58M -$187K -2,176 -5%
DC
304
Diametric Capital
Massachusetts
$3.57M +$1.2M +15,791 +50%
PC
305
PointState Capital
New York
$3.54M +$3.54M +41,069 New
BUB
306
BBVA USA Bancshares
Texas
$3.5M +$16.3K +189 +0.5%
SSA
307
Schonfeld Strategic Advisors
New York
$3.43M +$3.43M +39,848 New
SSWM
308
Smith Salley Wealth Management
North Carolina
$3.43M +$79.9K +928 +2%
NPT
309
Nixon Peabody Trust
Massachusetts
$3.42M +$274K +3,184 +9%
LWCFA
310
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.41M -$399K -4,638 -10%
LNWWM
311
Laird Norton Wetherby Wealth Management
California
$3.39M +$103K +1,192 +3%
AUB
312
Atlantic Union Bankshares
Virginia
$3.37M -$318K -3,689 -9%
VFA
313
Voya Financial Advisors
Connecticut
$3.37M -$354K -4,129 -10%
MC
314
Moors & Cabot
Massachusetts
$3.34M +$97.8K +1,136 +3%
GCA
315
Guardian Capital Advisors
Ontario, Canada
$3.31M +$25.9K +379 +0.8%
BIMC
316
Benson Investment Management Company
Virginia
$3.26M +$3.26M +37,810 New
BA
317
Bristlecone Advisors
Washington
$3.25M +$38.8K +450 +1%
ANI
318
American National Insurance
Texas
$3.23M – – –
BF
319
BOK Financial
Oklahoma
$3.15M +$71.3K +828 +2%
SC
320
SouthState Corp
Florida
$3.14M -$30.3K -352 -1%
NAM
321
NorthCoast Asset Management
Connecticut
$3.08M -$1.22M -14,172 -28%
CIP
322
Chartwell Investment Partners
Pennsylvania
$3.07M -$118K -1,369 -4%
MNBTD
323
Moody National Bank Trust Division
Texas
$3.04M -$775 -9 -0%
HWA
324
Heritage Way Advisors
Illinois
$2.96M -$30.3K -352 -1%
RWM
325
Rench Wealth Management
Texas
$2.96M +$29.3K +340 +1%
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