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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 %
RC
351
RegentAtlantic Capital
New Jersey
$2.52M +$189K +2,194 +8%
BS
352
Banco Santander
Spain
$2.49M -$415K -4,877 -14%
HKAM
353
Horizon Kinetics Asset Management
New York
$2.49M +$2.49M +28,885 New
NED
354
Nancy E. Dempze
$2.49M +$59.1K +686 +2%
BEAM
355
Baker Ellis Asset Management
Washington
$2.47M -$79.4K -921 -3%
TCOT
356
Trust Company of Toledo
Ohio
$2.44M -$7.67K -89 -0.3%
GT
357
Greenleaf Trust
Michigan
$2.44M -$276K -3,202 -10%
DRD
358
Dennis R. Delaney
$2.42M -$36.4K -422 -1%
HCMT
359
Highland Capital Management (Texas)
Texas
$2.4M +$1.44M +16,740 +150%
SPIA
360
Steward Partners Investment Advisory
New York
$2.4M +$358K +4,161 +18%
SC
361
Sepio Capital
Utah
$2.37M -$309K -3,590 -12%
TC
362
Telemus Capital
Michigan
$2.36M +$8.96K +104 +0.4%
FC
363
Fayerweather Charles
$2.36M -$37.5K -435 -2%
SI
364
Stephens Inc
Arkansas
$2.35M +$172K +1,997 +8%
BFO
365
Boston Family Office
Massachusetts
$2.33M -$21.5K -249 -0.9%
PAI
366
Pittenger & Anderson Inc
Nebraska
$2.32M – – –
SAM
367
Smithbridge Asset Management
Pennsylvania
$2.3M +$159K +1,841 +7%
TW
368
Transform Wealth
Colorado
$2.27M +$228K +2,646 +11%
HNB
369
Huntington National Bank
Ohio
$2.25M -$147K -1,711 -6%
CPA
370
Court Place Advisors
Maryland
$2.23M -$8.19K -95 -0.4%
CBN
371
Cadence Bank NA
Texas
$2.23M +$92.9K +1,078 +4%
FC
372
FCA Corp
Texas
$2.22M -$32.6K -378 -1%
CA
373
Clearstead Advisors
Ohio
$2.22M -$3.27K -38 -0.1%
SG Americas Securities
374
SG Americas Securities
New York
$2.2M +$338K +3,924 +18%
KBG
375
Kahn Brothers Group
New York
$2.19M – – –
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