NVS icon

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 %
GSC
401
G&S Capital
Colorado
$1.81M +$1.8M +20,893 +18,994%
PP
402
PagnatoKarp Partners
Virginia
$1.81M +$603 +7 +0%
GIP
403
Greatmark Investment Partners
Georgia
$1.79M +$59.7K +693 +3%
GA
404
GFS Advisors
Texas
$1.78M -$26.5K -307 -1%
QCG
405
Quadrant Capital Group
Ohio
$1.77M +$465K +5,440 +36%
AP
406
Advisor Partners
California
$1.77M -$90.4K -1,049 -5%
CAMG
407
CWA Asset Management Group
Florida
$1.75M +$1.15M +13,301 +191%
AFM
408
Andesa Financial Management
Pennsylvania
$1.74M +$896K +10,378 +106%
WSFS
409
Wilmington Savings Fund Society
Delaware
$1.74M -$272K -3,154 -14%
RIL
410
Rothschild Investment LLC
Illinois
$1.73M +$28.9K +335 +2%
HFA
411
HC Financial Advisors
California
$1.73M +$16.8K +195 +1%
PCM
412
Prelude Capital Management
New York
$1.73M +$141K +1,641 +9%
III
413
Independent Investors Inc
New York
$1.72M – – –
WAM
414
Wealthspire Advisors (Maryland)
Maryland
$1.71M +$330K +3,835 +24%
MCG
415
MACRO Consulting Group
New Jersey
$1.7M -$88.5K -1,025 -5%
CCP
416
Corient Capital Partners
California
$1.69M -$51.5K -598 -3%
CCA
417
Checchi Capital Advisers
California
$1.68M +$150K +1,746 +10%
PG
418
Patten Group
Tennessee
$1.67M +$21.5K +249 +1%
CCFCSB
419
Cape Cod Five Cents Savings Bank
Massachusetts
$1.66M -$107K -1,247 -6%
FAAS
420
First Allied Advisory Services
California
$1.66M -$198K -2,304 -11%
AC
421
Arjuna Capital
North Carolina
$1.65M +$26.6K +309 +2%
NBG
422
Nancy B. Gardiner
$1.65M +$32.2K +374 +2%
ARTA
423
A.R.T. Advisors
New York
$1.63M -$558K -6,473 -25%
GWM
424
Geneos Wealth Management
Colorado
$1.63M +$390K +4,526 +31%
SRC
425
Shufro Rose & Co
New York
$1.63M – – –
15 16
17
18 19