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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 %
SCM
551
Salem Capital Management
Massachusetts
$885K – – –
AIM
552
Axiom Investment Management
New York
$884K +$68.5K +723 +8%
CRB
553
Chad R. Baker
$882K – – –
WGA
554
Weather Gauge Advisory
Virginia
$881K – – –
SWP
555
Stratos Wealth Partners
Ohio
$879K -$66.3K -700 -7%
TAM
556
Taurus Asset Management
New York
$876K -$23.7K -250 -3%
GIM
557
Goelzer Investment Management
Indiana
$870K -$47.3K -500 -5%
TCWM
558
Total Clarity Wealth Management
Illinois
$868K +$868K +9,163 New
PAS
559
Park Avenue Securities
New York
$867K +$116K +1,223 +15%
MWM
560
Mission Wealth Management
California
$866K +$3.31K +35 +0.4%
LA
561
Lau Associates
Delaware
$866K +$566K +6,251 +189%
CG
562
Colony Group
Massachusetts
$864K -$102K -1,078 -11%
SGI
563
Summit Global Investments
Utah
$862K +$122K +1,290 +17%
LOIM
564
Liberty One Investment Management
Illinois
$862K +$862K +9,099 New
BHC
565
Bowen Hanes & Co
Florida
$861K – – –
RC
566
Roundview Capital
New Jersey
$861K +$5.49K +58 +0.6%
CCM
567
Covington Capital Management
California
$852K +$7.76K +82 +0.9%
DA
568
Dillon & Associates
Michigan
$849K +$18K +190 +2%
AC
569
Alexandria Capital
Virginia
$842K -$196K -2,065 -19%
BP
570
Ballentine Partners
Massachusetts
$837K +$42.3K +447 +5%
DT
571
Diversified Trust
Tennessee
$833K -$2.65K -28 -0.3%
LNC
572
Lincoln National Corp
Pennsylvania
$832K +$395K +4,173 +90%
MIC
573
Means Investment Company
Maine
$828K – – –
NWP
574
Northstar Wealth Partners
Connecticut
$828K +$6.15K +65 +0.7%
GAM
575
Grandview Asset Management
Pennsylvania
$826K -$55.4K -584 -6%
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