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 %
JFA
501
JNBA Financial Advisors
Minnesota
$1.12M +$757 +8 +0.1%
HCM
502
Hall Capital Management
Rhode Island
$1.11M -$7.1K -75 -0.6%
AC
503
Abbrea Capital
California
$1.11M – – –
Nuveen Asset Management
504
Nuveen Asset Management
Illinois
$1.11M -$112K -1,188 -9%
TC
505
TownSquare Capital
Utah
$1.1M -$20.4K -215 -2%
SWM
506
Sculati Wealth Management
Michigan
$1.09M +$1.09M +11,470 New
PCM
507
Prelude Capital Management
New York
$1.09M +$1.09M +11,455 New
ABC
508
Associated Banc-Corp
Wisconsin
$1.08M -$10.9K -115 -1%
RG
509
Rikoon Group
New Mexico
$1.08M -$19.9K -210 -2%
Kovitz Investment Group Partners
510
Kovitz Investment Group Partners
Illinois
$1.08M +$4.74K +50 +0.4%
MSAM
511
Moloney Securities Asset Management
Missouri
$1.08M -$1.8K -19 -0.2%
CB
512
CNB Bank
Pennsylvania
$1.08M +$126K +1,327 +13%
DIM
513
DC Investments Management
Virginia
$1.07M +$43.2K +456 +4%
SAM
514
Silvercrest Asset Management
New York
$1.07M +$4.83K +51 +0.5%
HCM
515
Harvey Capital Management
Florida
$1.07M – – –
EWM
516
Elmwood Wealth Management
California
$1.06M -$1.51K -16 -0.1%
SS
517
Simplicity Solutions
Minnesota
$1.05M +$97.9K +1,033 +10%
MWA
518
Moser Wealth Advisors
Washington
$1.05M +$1.05M +11,065 New
TNB
519
TCF National Bank
South Dakota
$1.04M – – –
ACP
520
Ashfield Capital Partners
California
$1.03M -$53K -560 -5%
GC
521
Gratus Capital
Georgia
$1M -$30.8K -325 -3%
IRAG
522
Investment Research & Advisory Group
Georgia
$998K +$998K +10,544 New
PFO
523
Pathstone Family Office
New Jersey
$996K +$281K +296 +39%
GA
524
GFS Advisors
Texas
$992K -$748K -7,900 -43%
DFA
525
Delta Financial Advisors
Louisiana
$990K -$3.32K -35 -0.3%
19 20
21
22 23