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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 %
WIC
326
Woodmont Investment Counsel
Tennessee
$2.96M -$73K -847 -2%
ATC
327
Argent Trust Co
Tennessee
$2.91M +$156K +1,806 +6%
LBC
328
Lawrence B. Cohen
$2.87M -$4.22K -49 -0.1%
NB
329
NBT Bank
New York
$2.86M -$15.1K -175 -0.5%
T. Rowe Price Associates
330
T. Rowe Price Associates
Maryland
$2.83M +$7.75K +90 +0.3%
IIM
331
Ipswich Investment Management
Massachusetts
$2.82M -$9.65K -112 -0.3%
FCH
332
Freestone Capital Holdings
Washington
$2.82M +$497K +5,763 +21%
AI
333
Ariel Investments
Illinois
$2.78M +$120K +1,398 +5%
MOS
334
MGO One Seven
Ohio
$2.74M +$1.36M +15,803 +98%
PCM
335
Parsons Capital Management
Rhode Island
$2.71M +$34.7K +403 +1%
AFM
336
Abbot Financial Management
Massachusetts
$2.7M +$345 +4 +0%
QCM
337
Quadrant Capital Management
New Jersey
$2.7M -$3.36K -39 -0.1%
AMI
338
Amica Mutual Insurance
Rhode Island
$2.66M – – –
PAG
339
Private Advisor Group
New Jersey
$2.65M -$82.2K -955 -3%
ANTB
340
AMG National Trust Bank
Colorado
$2.65M +$1.03K +12 +0%
HTC
341
Haverford Trust Company
Pennsylvania
$2.63M -$19K -220 -0.7%
VNA
342
Valley National Advisers
Pennsylvania
$2.61M -$169K -1,957 -6%
CCA
343
Catalyst Capital Advisors
New York
$2.6M +$192K +2,232 +8%
CCM
344
Canal Capital Management
Virginia
$2.58M +$28K +325 +1%
VAS
345
Vestmark Advisory Solutions
Massachusetts
$2.58M +$2.58M +29,972 New
Cerity Partners
346
Cerity Partners
New York
$2.57M -$759K -8,816 -23%
SCP
347
Shorepoint Capital Partners
Massachusetts
$2.57M +$2.57M +29,778 New
CB
348
Commerce Bank
Missouri
$2.56M +$59.9K +695 +2%
Kayne Anderson Rudnick Investment Management
349
Kayne Anderson Rudnick Investment Management
California
$2.53M -$338K -3,922 -12%
MCM
350
Mengis Capital Management
Oregon
$2.52M -$6.72K -78 -0.3%
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