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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 %
S
451
SignatureFD
Georgia
$1.43M +$81.4K +945 +6%
FDCDDQ
452
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.42M -$1.21M -14,083 -46%
FANJ
453
Financial Architects (New Jersey)
New Jersey
$1.42M -$21.7K -252 -2%
AIA
454
AIMZ Investment Advisors
California
$1.42M -$9.13K -106 -0.6%
LC
455
LCNB Corp
Ohio
$1.42M -$27.9K -324 -2%
DBRC
456
D.B. Root & Company
Pennsylvania
$1.42M -$21.3K -247 -1%
FFWA
457
FRG Family Wealth Advisors
Washington
$1.41M +$21.1K +245 +2%
MIM
458
Marco Investment Management
Georgia
$1.4M +$91.8K +1,065 +7%
ACM
459
Ativo Capital Management
Illinois
$1.39M +$1.39M +16,078 New
VCA
460
Verdence Capital Advisors
Maryland
$1.37M +$30.4K +353 +2%
TCOO
461
Trust Company of Oklahoma
Oklahoma
$1.36M -$64.1K -744 -5%
LCM
462
Logan Capital Management
Pennsylvania
$1.36M -$122K -1,413 -8%
FAIM
463
Financial Advocates Investment Management
Washington
$1.35M -$24.8K -288 -2%
WA
464
Wheatland Advisors
Pennsylvania
$1.34M – – –
SB
465
Simmons Bank
Arkansas
$1.33M -$4.05K -47 -0.3%
HL
466
HeadInvest LLC
Maine
$1.32M -$1.44M -16,723 -52%
Canada Pension Plan Investment Board
467
Canada Pension Plan Investment Board
Ontario, Canada
$1.31M -$3.5M -40,622 -73%
Toronto Dominion Bank
468
Toronto Dominion Bank
Ontario, Canada
$1.31M -$214K -2,489 -14%
TF
469
TIAA FSB
Florida
$1.3M -$168K -1,952 -11%
FIA
470
FNY Investment Advisers
New York
$1.28M +$1.28M +14,887 New
I
471
IberiaBank
Louisiana
$1.28M -$228K -2,652 -15%
ACP
472
Ashfield Capital Partners
California
$1.28M -$103K -1,198 -7%
AI
473
Atria Investments
North Carolina
$1.27M -$1.14M -13,172 -47%
CWM
474
Cornerstone Wealth Management
Missouri
$1.27M -$19.6K -68 -2%
ADMI
475
Albert D. Mason Inc
Massachusetts
$1.27M +$13.4K +156 +1%
17 18
19
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