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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 %
PCTC
376
Perkins Coie Trust Company
Washington
$2.18M +$35.5K +412 +2%
AT
377
Arden Trust
Delaware
$2.15M +$778K +9,027 +57%
PAM
378
Palisade Asset Management
Minnesota
$2.13M – – –
SGA
379
Strategic Global Advisors
California
$2.12M +$1.68M +19,501 +383%
AMG
380
Advisors Management Group
Wisconsin
$2.11M +$19.7K +229 +0.9%
LJHT
381
Laurie J. Hall Trustee
$2.11M -$130K -1,511 -6%
ECM
382
EagleClaw Capital Management
Massachusetts
$2.09M +$48.1K +558 +2%
CIA
383
Cascade Investment Advisors
Oregon
$2.09M -$28.9K -335 -1%
DSA
384
Davis Selected Advisers
Arizona
$2.05M +$562K +6,526 +38%
LBC
385
Lowe Brockenbrough & Co
Virginia
$2.03M +$39.3K +456 +2%
Mariner
386
Mariner
Kansas
$2.02M +$704K +8,173 +53%
FWM
387
Frontier Wealth Management
Missouri
$1.99M -$1.06M -12,311 -35%
NGA
388
Naples Global Advisors
Florida
$1.99M +$7.24K +84 +0.4%
DWA
389
Douglass Winthrop Advisors
New York
$1.97M -$113K -1,312 -5%
EHC
390
Everett Harris & Co
California
$1.96M -$19.3K -224 -1%
AIIMS
391
Analyst IMS Investment Management Services
Israel
$1.96M -$2.18M -25,302 -53%
CC
392
Cannell & Co
New York
$1.96M +$18.9K +219 +1%
CT
393
Coastline Trust
Rhode Island
$1.91M +$3.88K +45 +0.2%
CCC
394
Chelsea Counsel Company
California
$1.9M – – –
CCM
395
Cox Capital Management
Massachusetts
$1.89M +$12.9K +150 +0.7%
FIM
396
Freedom Investment Management
Connecticut
$1.88M +$123K +1,430 +7%
WHG
397
Westwood Holdings Group
Texas
$1.86M -$48.3K -561 -3%
GLA
398
Great Lakes Advisors
Illinois
$1.83M +$48K +557 +3%
GIA
399
Guyasuta Investment Advisors
Pennsylvania
$1.82M -$27.9K -324 -2%
LWAC
400
Laurel Wealth Advisors (California)
California
$1.81M -$39.2K -455 -2%
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