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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 %
AMM
301
American Money Management
California
$3.3M -$17.6K -186 -0.5%
ANTB
302
AMG National Trust Bank
Colorado
$3.26M +$94.7K +1,000 +3%
LBA
303
Lowell Blake & Associates
Massachusetts
$3.25M +$3.25M +34,352 New
VAS
304
Vestmark Advisory Solutions
Massachusetts
$3.25M +$265K +2,802 +9%
MA
305
MUFG Americas
New York
$3.21M -$1.52M -16,003 -32%
FA
306
FDx Advisors
Illinois
$3.21M +$488K +5,151 +18%
HWA
307
Heritage Way Advisors
Illinois
$3.18M +$36.5K +386 +1%
SAM
308
Smithbridge Asset Management
Pennsylvania
$3.14M +$633K +6,690 +25%
RWM
309
Rench Wealth Management
Texas
$3.14M +$91.5K +966 +3%
CCA
310
Catalyst Capital Advisors
New York
$3.13M – – –
GC
311
Guggenheim Capital
Illinois
$3.13M -$529K -5,588 -14%
MNBTD
312
Moody National Bank Trust Division
Texas
$3.12M +$91.4K +965 +3%
OMC
313
Old Mission Capital
Illinois
$3.11M +$3.11M +32,842 New
PAG
314
Private Advisor Group
New Jersey
$3.11M -$210K -2,219 -6%
WIC
315
Woodmont Investment Counsel
Tennessee
$3.1M +$11.6K +122 +0.4%
BA
316
Bristlecone Advisors
Washington
$3.09M +$110K +1,159 +4%
SC
317
SouthState Corp
Florida
$3.09M +$71.8K +758 +2%
QCM
318
Quadrant Capital Management
New Jersey
$3.05M +$80K +845 +3%
PPW
319
Parcion Private Wealth
Washington
$3M +$3M +31,701 New
WIC
320
Whitegate Investment Counselors
New Hampshire
$2.97M -$11.8K -125 -0.4%
CQS
321
Credential Qtrade Securities
$2.92M +$435K +4,589 +17%
ANI
322
American National Insurance
Texas
$2.89M -$294K -3,100 -9%
CCM
323
Canal Capital Management
Virginia
$2.86M +$119K +1,255 +4%
CS
324
Credit Suisse
Switzerland
$2.82M -$237K -2,501 -8%
AllianceBernstein
325
AllianceBernstein
Tennessee
$2.8M +$40.5K +428 +1%
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