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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 %
CCB
526
Cutter & Co Brokerage
Missouri
$985K – – –
RCM
527
Radnor Capital Management
Pennsylvania
$978K – – –
CONA
528
Capital One National Association
New York
$976K +$976K +10,311 New
1832 Asset Management
529
1832 Asset Management
Ontario, Canada
$973K +$557K +6,465 +134%
PIM
530
Penobscot Investment Management
Massachusetts
$967K -$31.3K -330 -3%
RHBC
531
R.H. Bluestein & Co
Michigan
$962K -$15.2K -160 -2%
MWM
532
Mattern Wealth Management
Kansas
$962K +$962K +10,155 New
WA
533
Wambolt & Associates
Colorado
$960K +$76.8K +811 +9%
CI
534
CX Institutional
Indiana
$954K -$1.51K -16 -0.2%
BHWM
535
Bar Harbor Wealth Management
New Hampshire
$952K -$73.7K -778 -7%
LDB
536
Lee, Danner & Bass
Tennessee
$949K -$6.82K -72 -0.7%
AAP
537
Ardsley Advisory Partners
Connecticut
$947K +$947K +10,000 New
NRS
538
Neville Rodie & Shaw
New York
$940K – – –
CCIA
539
Campbell & Co Investment Adviser
Maryland
$929K +$929K +9,814 New
DC
540
Davenport & Co
Virginia
$927K +$45.2K +477 +5%
BPWA
541
Beacon Pointe Wealth Advisors
California
$926K +$99.1K +1,045 +12%
BCM
542
Brooktree Capital Management
Michigan
$920K +$920K +9,714 New
FFG
543
Fortem Financial Group
California
$915K +$156K +1,645 +21%
FMC
544
First Merchants Corp
Indiana
$912K +$7.1K +75 +0.8%
AIM
545
Anchor Investment Management
South Carolina
$909K -$28.4K -300 -3%
BMC
546
Beaton Management Company
Massachusetts
$907K +$1.14K +12 +0.1%
IWC
547
Integrated Wealth Concepts
Massachusetts
$906K +$295K +3,115 +48%
SW
548
SVB Wealth
Massachusetts
$904K +$104K +1,099 +13%
VC
549
Veracity Capital
Georgia
$899K +$899K +9,497 New
KIA
550
KCM Investment Advisors
California
$892K +$362K +3,823 +68%
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