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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 %
CAN
476
Cetera Advisor Networks
California
$1.26M -$91.6K -1,063 -7%
DWT
477
Dorsey & Whitney Trust
South Dakota
$1.26M +$43.5K +505 +4%
GC
478
Gratus Capital
Georgia
$1.26M -$31.2K -362 -2%
ABC
479
Associated Banc-Corp
Wisconsin
$1.24M -$18.3K -212 -1%
BSW
480
Buckingham Strategic Wealth
Missouri
$1.24M +$47.6K +553 +4%
OC
481
Oarsman Capital
Wisconsin
$1.24M -$28.8K -334 -2%
Nuveen Asset Management
482
Nuveen Asset Management
Illinois
$1.23M +$58.9K +684 +5%
CCM
483
Covington Capital Management
California
$1.21M -$57.8K -671 -5%
AC
484
Alexandria Capital
Virginia
$1.21M -$25.9K -301 -2%
RG
485
Rikoon Group
New Mexico
$1.21M -$44.5K -517 -4%
CIC
486
Carnegie Investment Counsel
Ohio
$1.21M -$57.6K -669 -5%
HCM
487
Hall Capital Management
Rhode Island
$1.2M -$24K -279 -2%
CCB
488
Cutter & Co Brokerage
Missouri
$1.17M -$6.2K -72 -0.5%
FHB
489
First Hawaiian Bank
Hawaii
$1.17M -$45.2K -525 -4%
NSB
490
Norway Savings Bank
Maine
$1.16M +$50.9K +591 +5%
Kovitz Investment Group Partners
491
Kovitz Investment Group Partners
Illinois
$1.14M +$1.14M +13,172 New
BCM
492
Becker Capital Management
Oregon
$1.13M +$114K +1,328 +11%
MCM
493
McKinley Capital Management
Alaska
$1.13M -$66.3K -769 -6%
JFA
494
JNBA Financial Advisors
Minnesota
$1.13M +$87.8K +1,019 +8%
NA
495
Neuburgh Advisers
California
$1.13M +$291K +3,377 +35%
PT
496
Plimoth Trust
Massachusetts
$1.12M -$108K -1,249 -9%
Bessemer Group
497
Bessemer Group
New Jersey
$1.11M -$189K -2,197 -15%
AIM
498
Anchor Investment Management
South Carolina
$1.11M -$4.74K -55 -0.4%
RGC
499
Roberts, Glore & Co
Illinois
$1.1M -$43.2K -502 -4%
JIC
500
Joel Isaacson & Co
New York
$1.1M – – –
18 19
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