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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 %
ST
426
Somerset Trust
Pennsylvania
$1.59M +$25.7K +272 +2%
S
427
SimplyRich
California
$1.59M +$6.14K +65 +0.4%
PAMG
428
Patton Albertson Miller Group
Tennessee
$1.58M -$14.2K -150 -0.9%
GIA
429
Guyasuta Investment Advisors
Pennsylvania
$1.58M -$4.26K -45 -0.3%
NBG
430
Nancy B. Gardiner
$1.56M -$947 -10 -0.1%
ECM
431
ExodusPoint Capital Management
New York
$1.56M +$643K +6,794 +70%
HCM
432
Hutner Capital Management
Vermont
$1.56M +$102K +1,077 +7%
MS
433
Maven Securities
Jersey
$1.52M – – –
MCP
434
Mirador Capital Partners
California
$1.52M +$40.6K +429 +3%
AL
435
Arnhold LLC
New York
$1.5M – – –
SFG
436
SevenBridge Financial Group
Pennsylvania
$1.49M -$57.1K -603 -4%
OSAM
437
O'Shaughnessy Asset Management
Connecticut
$1.48M +$842K +8,894 +131%
CCP
438
Corient Capital Partners
California
$1.48M -$56K -592 -4%
AWM
439
Aberdeen Wealth Management
Illinois
$1.47M +$1.47M +15,481 New
BFA
440
Benedict Financial Advisors
Georgia
$1.46M -$11.2K -118 -0.8%
JWBC
441
J.W. Burns & Co
New York
$1.45M -$22.3K -236 -2%
JIC
442
Johnson Investment Counsel
Ohio
$1.43M +$28.1K +297 +2%
VCA
443
Verdence Capital Advisors
Maryland
$1.43M +$852 +9 +0.1%
Wolverine Trading
444
Wolverine Trading
Illinois
$1.42M -$1.15M -12,173 -45%
FAIM
445
Financial Advocates Investment Management
Washington
$1.41M +$181K +1,910 +15%
CA
446
Cambridge Advisors
Nebraska
$1.41M – – –
Bessemer Group
447
Bessemer Group
New Jersey
$1.41M -$37.9K -400 -3%
Qube Research & Technologies (QRT)
448
Qube Research & Technologies (QRT)
United Kingdom
$1.4M +$1.4M +14,829 New
MWM
449
Minot Wealth Management
Massachusetts
$1.4M +$1.4M +14,717 New
CCA
450
Checchi Capital Advisers
California
$1.39M -$191K -2,018 -12%
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