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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 %
NED
351
Nancy E. Dempze
$2.37M +$27.6K +292 +1%
HGI
352
Hansberger Growth Investors
Wisconsin
$2.35M +$67K +708 +3%
SCP
353
Shorepoint Capital Partners
Massachusetts
$2.35M -$112K -1,183 -5%
AWM
354
Argent Wealth Management
Massachusetts
$2.34M +$2.34M +24,711 New
GT
355
Greenleaf Trust
Michigan
$2.32M -$134K -1,420 -5%
CAMG
356
CWA Asset Management Group
Florida
$2.32M -$5.3K -56 -0.2%
PAI
357
Pittenger & Anderson Inc
Nebraska
$2.31M – – –
CBN
358
Cadence Bank NA
Texas
$2.31M +$86.7K +915 +4%
DRD
359
Dennis R. Delaney
$2.3M -$16.6K -175 -0.7%
AAM
360
Azzad Asset Management
Virginia
$2.3M -$452 -5 -0%
TC
361
Telemus Capital
Michigan
$2.29M -$1.14K -12 -0%
WAM
362
World Asset Management
Michigan
$2.27M -$636K -6,716 -22%
CB
363
Commerce Bank
Missouri
$2.26M -$157K -1,656 -6%
LJHT
364
Laurie J. Hall Trustee
$2.26M +$204K +2,150 +10%
FWCM
365
Ferguson Wellman Capital Management
Oregon
$2.26M -$21K -222 -0.9%
MCM
366
McKinley Capital Management
Alaska
$2.24M +$1.34M +14,188 +151%
PCTC
367
Perkins Coie Trust Company
Washington
$2.23M +$112K +1,183 +5%
GWM
368
Geneos Wealth Management
Colorado
$2.23M +$106K +1,110 +5%
CIP
369
Chartwell Investment Partners
Pennsylvania
$2.22M -$773K -8,166 -26%
CPA
370
Court Place Advisors
Maryland
$2.22M -$40.4K -427 -2%
QCG
371
Quadrant Capital Group
Ohio
$2.21M +$101K +1,078 +5%
BFM
372
Boothbay Fund Management
New York
$2.21M +$1.45M +15,296 +190%
FC
373
FCA Corp
Texas
$2.17M -$4.17K -44 -0.2%
PAM
374
Palisade Asset Management
Minnesota
$2.17M +$67.5K +713 +3%
Luther King Capital Management (LKCM)
375
Luther King Capital Management (LKCM)
Texas
$2.13M +$1.43M +15,139 +206%
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