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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 %
CNFG
376
Creegan & Nassoura Financial Group
New Hampshire
$2.11M +$2.11M +22,275 New
Kayne Anderson Rudnick Investment Management
377
Kayne Anderson Rudnick Investment Management
California
$2.11M +$9.85K +104 +0.5%
AT
378
Arden Trust
Delaware
$2.1M -$325K -3,433 -13%
OC
379
Oarsman Capital
Wisconsin
$2.1M +$894K +9,447 +74%
ECM
380
EagleClaw Capital Management
Massachusetts
$2.09M – – –
CC
381
Cannell & Co
New York
$2.09M +$97.1K +1,025 +5%
BEAM
382
Baker Ellis Asset Management
Washington
$2.06M -$56.8K -600 -3%
LWCFA
383
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.03M -$1.03M -10,865 -34%
AMG
384
Advisors Management Group
Wisconsin
$2.02M -$13.4K -141 -0.7%
CIA
385
Cascade Investment Advisors
Oregon
$2.02M -$108K -1,140 -5%
NAM
386
NorthCoast Asset Management
Connecticut
$2.02M +$31.9K +336 +2%
HNB
387
Huntington National Bank
Ohio
$2.01M +$239K +2,523 +13%
LBC
388
Lowe Brockenbrough & Co
Virginia
$2M -$1.14K -12 -0.1%
FC
389
Fayerweather Charles
$1.99M -$2.84K -30 -0.1%
WMSA
390
Weiss Multi-Strategy Advisers
New York
$1.99M +$94.7K +1,000 +5%
NGA
391
Naples Global Advisors
Florida
$1.98M -$9.47K -100 -0.5%
AP
392
Advisor Partners
California
$1.96M +$68.8K +727 +4%
PFS
393
Prospera Financial Services
Texas
$1.94M +$1.04M +10,968 +116%
GIP
394
Greatmark Investment Partners
Georgia
$1.93M +$105K +1,110 +6%
FIA
395
FNY Investment Advisers
New York
$1.92M +$1.92M +20,293 New
CCM
396
Cox Capital Management
Massachusetts
$1.89M -$18.1K -191 -0.9%
WHG
397
Westwood Holdings Group
Texas
$1.89M +$224K +2,364 +13%
S
398
SignatureFD
Georgia
$1.89M +$412K +4,348 +28%
CCC
399
Chelsea Counsel Company
California
$1.88M – – –
Cerity Partners
400
Cerity Partners
New York
$1.85M -$191K -2,012 -9%
14 15
16
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