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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 %
MSAM
501
Moloney Securities Asset Management
Missouri
$1.09M +$328K +3,808 +43%
MA
502
Mutual Advisors
Nebraska
$1.09M +$20.9K +243 +2%
BO
503
BRR OpCo
Ohio
$1.08M +$1.08M +12,572 New
EWM
504
Elmwood Wealth Management
California
$1.08M -$88.9K -1,032 -8%
HCM
505
Harvey Capital Management
Florida
$1.08M – – –
PFS
506
Prospera Financial Services
Texas
$1.06M +$219K +2,578 +26%
CB
507
Chemical Bank
Michigan
$1.06M -$164K -1,901 -13%
BHWM
508
Bar Harbor Wealth Management
New Hampshire
$1.05M -$38.4K -446 -4%
PIM
509
Penobscot Investment Management
Massachusetts
$1.05M -$43.2K -502 -4%
PGAM
510
Princeton Global Asset Management
New Jersey
$1.04M +$5.94K +69 +0.6%
ACA
511
Atlas Capital Advisors
Wyoming
$1.03M +$415K +4,818 +67%
HCM
512
Hutner Capital Management
Vermont
$1.03M +$353K +4,096 +52%
SWP
513
Stratos Wealth Partners
Ohio
$1.02M +$12K +139 +1%
VF
514
Virtu Financial
New York
$1.02M +$412K +4,781 +67%
SAM
515
Silvercrest Asset Management
New York
$1.01M -$775 -9 -0.1%
CI
516
CX Institutional
Indiana
$999K +$31.4K +364 +3%
RCM
517
Radnor Capital Management
Pennsylvania
$993K – – –
HPC
518
HM Payson & Co
Maine
$992K +$992K +11,519 New
BPWA
519
Beacon Pointe Wealth Advisors
California
$981K -$53.8K -624 -5%
LDB
520
Lee, Danner & Bass
Tennessee
$979K – – –
RHBC
521
R.H. Bluestein & Co
Michigan
$971K – – –
NA
522
NewEdge Advisors
Louisiana
$969K +$90.3K +1,048 +10%
CS
523
Comerica Securities
Michigan
$968K +$329K +3,823 +52%
SCM
524
Sterling Capital Management
North Carolina
$962K -$40.3K -468 -4%
ECM
525
Evergreen Capital Management
Washington
$960K +$27K +313 +3%
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