NVS icon

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 %
SCM
326
Stonebridge Capital Management
California
$2.78M -$18.9K -200 -0.7%
IIM
327
Ipswich Investment Management
Massachusetts
$2.78M – – –
LBC
328
Lawrence B. Cohen
$2.76M +$42.4K +448 +2%
BFG
329
Beacon Financial Group
Texas
$2.71M +$215K +2,269 +9%
DC
330
Diametric Capital
Massachusetts
$2.7M +$2.7M +28,510 New
PCM
331
Parsons Capital Management
Rhode Island
$2.69M -$22.2K -234 -0.8%
NB
332
NBT Bank
New York
$2.63M -$35K -370 -1%
AMI
333
Amica Mutual Insurance
Rhode Island
$2.62M – – –
SGA
334
Strategic Global Advisors
California
$2.6M +$485K +5,119 +23%
Mariner
335
Mariner
Kansas
$2.59M -$70.6K -746 -3%
AFM
336
Abbot Financial Management
Massachusetts
$2.57M +$13.3K +140 +0.5%
FC
337
FORA Capital
Florida
$2.57M +$2.57M +27,158 New
VNA
338
Valley National Advisers
Pennsylvania
$2.52M -$663 -7 -0%
HTC
339
Haverford Trust Company
Pennsylvania
$2.52M – – –
TCOT
340
Trust Company of Toledo
Ohio
$2.52M +$37.5K +396 +2%
IAN
341
Integrated Advisors Network
Texas
$2.49M +$2.49M +26,333 New
AI
342
Ariel Investments
Illinois
$2.48M -$241K -2,550 -9%
BS
343
Banco Santander
Spain
$2.47M +$34.1K +360 +1%
DSA
344
Davis Selected Advisers
Arizona
$2.47M +$195K +2,064 +9%
SL
345
Summitry LLC
California
$2.47M +$196K +2,075 +9%
KBG
346
Kahn Brothers Group
New York
$2.44M – – –
CSS
347
Cubist Systematic Strategies
Connecticut
$2.4M +$1.94M +20,465 +417%
DWA
348
Dorsey Wright & Associates
California
$2.39M -$1.64M -17,305 -41%
HKAM
349
Horizon Kinetics Asset Management
New York
$2.38M -$3.03K -32 -0.1%
SI
350
Stephens Inc
Arkansas
$2.37M -$31.7K -335 -1%
12 13
14
15 16