NVS icon

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 %
CAN
476
Cetera Advisor Networks
California
$1.22M +$28.9K +305 +2%
BCM
477
Becker Capital Management
Oregon
$1.22M +$60.6K +640 +5%
HL
478
HeadInvest LLC
Maine
$1.21M -$14.2K -150 -1%
I
479
IberiaBank
Louisiana
$1.21M -$18.9K -200 -2%
ACA
480
Atlas Capital Advisors
Wyoming
$1.2M -$95.9K -1,013 -7%
SB
481
Simmons Bank
Arkansas
$1.2M -$92.6K -979 -7%
LC
482
LCNB Corp
Ohio
$1.19M -$40.2K -425 -3%
CF
483
Centaurus Financial
California
$1.19M +$521K +5,496 +77%
CTC
484
Central Trust Company
Missouri
$1.19M +$189K +1,997 +19%
MCM
485
MAI Capital Management
Ohio
$1.19M +$818K +8,643 +219%
SPC
486
Sigma Planning Corp
Michigan
$1.19M +$70.8K +748 +6%
AA
487
Alesco Advisors
New York
$1.19M +$1.19M +12,560 New
TW
488
Transform Wealth
Colorado
$1.18M -$54.9K -580 -4%
NSB
489
Norway Savings Bank
Maine
$1.18M -$9.47K -100 -0.8%
AIIMS
490
Analyst IMS Investment Management Services
Israel
$1.18M -$11.8K -125 -1%
RPSA
491
Richard P. Slaughter Associates
Texas
$1.17M +$1.17M +12,341 New
CB
492
Community Bank
New York
$1.16M -$112K -1,180 -9%
DWA
493
Douglass Winthrop Advisors
New York
$1.15M -$294K -3,100 -20%
GI
494
GAMCO Investors
Connecticut
$1.15M -$37.9K -400 -3%
MA
495
Mutual Advisors
Nebraska
$1.14M +$26K +275 +2%
BFEC
496
Benjamin F. Edwards & Company
Missouri
$1.14M +$433K +4,579 +62%
CIC
497
Carnegie Investment Counsel
Ohio
$1.13M – – –
SS
498
Sunbelt Securities
Texas
$1.13M +$12.5K +132 +1%
ECM
499
Evergreen Capital Management
Washington
$1.13M +$30.5K +322 +3%
CS
500
Comerica Securities
Michigan
$1.12M -$6.63K -70 -0.6%
18 19
20
21 22