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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 %
Pacer Advisors
401
Pacer Advisors
Pennsylvania
$1.85M +$543K +5,737 +42%
SPIA
402
Steward Partners Investment Advisory
New York
$1.83M +$135K +1,423 +8%
MCG
403
MACRO Consulting Group
New Jersey
$1.83M +$90K +952 +5%
PA
404
Perennial Advisors
New York
$1.82M +$4.64K +49 +0.3%
CT
405
Coastline Trust
Rhode Island
$1.82M -$65.8K -695 -3%
ASN
406
Advisory Services Network
Georgia
$1.81M +$268K +2,827 +17%
TNB
407
Thomasville National Bank
Georgia
$1.79M +$6.15K +65 +0.3%
WS
408
Wedbush Securities
California
$1.77M +$19.4K +205 +1%
LWAC
409
Laurel Wealth Advisors (California)
California
$1.76M -$473 -5 -0%
CA
410
Clearstead Advisors
Ohio
$1.76M -$15.7K -166 -0.9%
PP
411
PagnatoKarp Partners
Virginia
$1.76M – – –
BFO
412
Boston Family Office
Massachusetts
$1.75M -$529K -5,589 -23%
III
413
Independent Investors Inc
New York
$1.69M – – –
GI
414
Gradient Investments
Minnesota
$1.69M -$133K -1,402 -7%
EHC
415
Everett Harris & Co
California
$1.68M -$217K -2,292 -11%
RGC
416
Roberts, Glore & Co
Illinois
$1.68M +$600K +6,341 +56%
SIA
417
Sit Investment Associates
Minnesota
$1.66M – – –
LCM
418
Logan Capital Management
Pennsylvania
$1.65M +$55K +581 +3%
BP
419
BBR Partners
New York
$1.65M +$1.17M +12,309 +241%
TPCW
420
TD Private Client Wealth
New York
$1.64M +$1.64M +17,324 New
PG
421
Patten Group
Tennessee
$1.64M -$10.1K -107 -0.6%
Squarepoint
422
Squarepoint
New York
$1.64M +$1.64M +17,353 New
WOC
423
West Oak Capital
California
$1.6M -$72.4K -765 -4%
HFA
424
HC Financial Advisors
California
$1.6M -$36.5K -385 -2%
RIL
425
Rothschild Investment LLC
Illinois
$1.59M – – –
15 16
17
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