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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 %
Citadel Advisors
451
Citadel Advisors
Florida
$1.39M -$3.82M -40,413 -73%
TCA
452
Transcend Capital Advisors
New Jersey
$1.39M +$1.39M +14,673 New
EAM
453
Eagle Asset Management
Florida
$1.39M +$70.1K +741 +5%
CAM
454
Cypress Asset Management
Texas
$1.38M -$56.8K -600 -4%
FAAS
455
First Allied Advisory Services
California
$1.38M -$43.9K -464 -3%
AWM
456
AE Wealth Management
Kansas
$1.37M +$564K +5,961 +70%
TCOO
457
Trust Company of Oklahoma
Oklahoma
$1.37M +$38.4K +406 +3%
ACM
458
Ativo Capital Management
Illinois
$1.37M – – –
FDCDDQ
459
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.36M +$8.24K +87 +0.6%
AIA
460
AIMZ Investment Advisors
California
$1.36M -$18.9K -200 -1%
DWT
461
Dorsey & Whitney Trust
South Dakota
$1.34M +$4.17K +44 +0.3%
CCFCSB
462
Cape Cod Five Cents Savings Bank
Massachusetts
$1.33M -$92.9K -982 -7%
ARTA
463
A.R.T. Advisors
New York
$1.33M -$303K -3,200 -19%
WAM
464
Wealthspire Advisors (Maryland)
Maryland
$1.32M +$47.5K +502 +4%
FWM
465
Frontier Wealth Management
Missouri
$1.3M -$981K -10,361 -43%
FFWA
466
FRG Family Wealth Advisors
Washington
$1.3M -$58.2K -615 -4%
MIM
467
Marco Investment Management
Georgia
$1.3M +$9.47K +100 +0.7%
DBRC
468
D.B. Root & Company
Pennsylvania
$1.29M -$6.15K -65 -0.5%
FANJ
469
Financial Architects (New Jersey)
New Jersey
$1.28M -$31.4K -332 -2%
WSFS
470
Wilmington Savings Fund Society
Delaware
$1.27M -$75K -792 -6%
ADMI
471
Albert D. Mason Inc
Massachusetts
$1.27M +$21.3K +225 +2%
PFS
472
Physicians Financial Services
North Carolina
$1.25M -$9.47K -100 -0.8%
Toronto Dominion Bank
473
Toronto Dominion Bank
Ontario, Canada
$1.24M – – –
BSW
474
Buckingham Strategic Wealth
Missouri
$1.24M +$29.4K +311 +2%
SWP
475
Strategic Wealth Partners
Ohio
$1.23M -$5.59K -59 -0.5%
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