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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 %
NWP
551
Northstar Wealth Partners
Connecticut
$868K +$947 +11 +0.1%
TC
552
TownSquare Capital
Utah
$868K +$499K +5,786 +135%
AAP
553
Ardsley Advisory Partners
Connecticut
$865K +$192K +2,232 +29%
SC
554
Schulhoff & Co
Ohio
$862K – – –
DT
555
Diversified Trust
Tennessee
$853K – – –
JMH
556
J.M. Hartwell
New York
$849K +$55.3K +642 +7%
GIM
557
Goelzer Investment Management
Indiana
$845K +$845K +9,810 New
DA
558
Dillon & Associates
Michigan
$839K -$33.6K -391 -4%
MIC
559
Means Investment Company
Maine
$837K +$1.38K +16 +0.2%
TYCC
560
Texas Yale Capital Corp
Florida
$834K +$417K +4,845 +100%
ACM
561
Argyle Capital Management
Pennsylvania
$829K – – –
EFS
562
Essex Financial Services
Connecticut
$826K -$1.46K -17 -0.2%
PVWM
563
Point View Wealth Management
New Jersey
$825K -$47.5K -551 -5%
AWM
564
Aevitas Wealth Management
Massachusetts
$825K +$430 +5 +0.1%
RC
565
Roundview Capital
New Jersey
$825K +$43.3K +502 +6%
FNB
566
Farmers National Bank
Kentucky
$825K +$825K +9,575 New
MSFP
567
Mark Sheptoff Financial Planning
Connecticut
$824K +$24K +279 +3%
BMO
568
Beck Mack & Oliver
New York
$822K – – –
EMB
569
Elefante Mark B
$811K -$131K -1,518 -14%
CFA
570
Carroll Financial Associates
North Carolina
$799K +$341K +3,963 +75%
AAM
571
AR Asset Management
California
$784K +$111K +1,283 +16%
WB
572
WesBanco Bank
West Virginia
$780K +$484K +5,627 +164%
V
573
Veritable
Delaware
$776K +$172 +2 +0%
SS
574
Sunbelt Securities
Texas
$775K +$42K +488 +6%
NFC
575
Northeast Financial Consultants
Connecticut
$775K +$775K +8,990 New
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23
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