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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 %
KFC
526
Klingenstein Fields & Co
New York
$959K -$1.9K -22 -0.2%
SPC
527
Sigma Planning Corp
Michigan
$958K -$52.4K -608 -5%
Susquehanna International Group
528
Susquehanna International Group
Pennsylvania
$957K +$957K +11,114 New
CHP
529
Cable Hill Partners
Oregon
$956K -$141K -1,643 -13%
AAM
530
Azzad Asset Management
Virginia
$956K -$2.41K -28 -0.3%
NRS
531
Neville Rodie & Shaw
New York
$955K – – –
BA
532
Boston Advisors
Massachusetts
$946K +$172 +2 +0%
DC
533
Davenport & Co
Virginia
$942K -$8.88K -103 -0.9%
TAM
534
Taurus Asset Management
New York
$937K -$253K -2,935 -21%
FCM
535
Flinton Capital Management
Pennsylvania
$926K +$240K +2,781 +35%
LF
536
Lantz Financial
Illinois
$923K +$923K +10,710 New
CTC
537
Central Trust Company
Missouri
$921K +$1.9K +22 +0.2%
BMC
538
Beaton Management Company
Massachusetts
$920K -$8.36K -97 -0.9%
FMC
539
First Merchants Corp
Indiana
$916K +$45.6K +530 +5%
AIM
540
Axiom Investment Management
New York
$911K +$357K +4,121 +64%
SCM
541
Salem Capital Management
Massachusetts
$898K -$53.7K -624 -6%
CRB
542
Chad R. Baker
$895K – – –
WGA
543
Weather Gauge Advisory
Virginia
$895K +$40.9K +474 +5%
SAM
544
Shamrock Asset Management
Texas
$891K -$3.62K -42 -0.4%
DIM
545
DC Investments Management
Virginia
$890K – – –
MWM
546
Mission Wealth Management
California
$880K +$6.2K +72 +0.7%
CG
547
CFO4Life Group
Texas
$878K -$290K -3,360 -25%
EIM
548
Essex Investment Management
Massachusetts
$876K -$620K -7,201 -41%
DSC
549
Duncker Streett & Co
Missouri
$872K – – –
BIM
550
Bridges Investment Management
Nebraska
$871K -$112K -1,304 -11%
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