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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 %
CA
426
Cambridge Advisors
Nebraska
$1.62M -$120K -1,394 -7%
SFG
427
SevenBridge Financial Group
Pennsylvania
$1.62M -$12K -139 -0.7%
CQS
428
Credential Qtrade Securities
$1.61M +$255K +2,960 +19%
CS
429
Credit Suisse
Switzerland
$1.61M -$918K -10,652 -36%
PFS
430
Physicians Financial Services
North Carolina
$1.6M -$9.56K -111 -0.6%
WS
431
Wedbush Securities
California
$1.6M +$46.3K +538 +3%
TSS
432
Two Sigma Securities
New York
$1.6M +$21.4K +249 +1%
WOC
433
West Oak Capital
California
$1.59M -$3.79K -44 -0.2%
S
434
SimplyRich
California
$1.59M – – –
CB
435
Community Bank
New York
$1.58M -$397K -4,604 -20%
JIC
436
Johnson Investment Counsel
Ohio
$1.55M -$192K -2,224 -11%
ST
437
Somerset Trust
Pennsylvania
$1.54M +$9.56K +111 +0.6%
HFS
438
HL Financial Services
Kentucky
$1.54M +$75.6K +877 +5%
AL
439
Arnhold LLC
New York
$1.52M – – –
CAM
440
Cypress Asset Management
Texas
$1.51M -$21.6K -251 -1%
CLOS
441
Compagnie Lombard Odier SCmA
Switzerland
$1.51M – – –
SIA
442
Sit Investment Associates
Minnesota
$1.51M – – –
BFA
443
Benedict Financial Advisors
Georgia
$1.5M +$3.1K +36 +0.2%
JWBC
444
J.W. Burns & Co
New York
$1.49M -$31.8K -369 -2%
ASN
445
Advisory Services Network
Georgia
$1.48M +$77.3K +897 +5%
PA
446
Perennial Advisors
New York
$1.47M +$156K +1,808 +12%
ONB
447
Old National Bancorp
Indiana
$1.46M -$139K -1,615 -9%
ECM
448
Element Capital Management
New York
$1.45M +$1.45M +16,842 New
WMSA
449
Weiss Multi-Strategy Advisers
New York
$1.44M +$385K +4,464 +36%
MCP
450
Mirador Capital Partners
California
$1.43M +$1.43M +16,635 New
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