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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 %
KFC
576
Klingenstein Fields & Co
New York
$824K -$5.3K -56 -0.6%
HCMT
577
Highland Capital Management (Tennessee)
Tennessee
$824K +$824K +8,700 New
CWM
578
Cordatus Wealth Management
Pennsylvania
$822K +$112K +1,186 +16%
AssetMark Inc
579
AssetMark Inc
California
$818K -$89.4K -944 -10%
ACM
580
Argyle Capital Management
Pennsylvania
$817K – – –
CPA
581
Clear Perspective Advisors
Illinois
$805K -$18.9K -200 -2%
BB
582
Busey Bank
Illinois
$798K +$137K +1,450 +21%
PVWM
583
Point View Wealth Management
New Jersey
$795K -$6.34K -67 -0.8%
LF
584
Lantz Financial
Illinois
$791K -$51.6K -545 -6%
V
585
Veritable
Delaware
$789K -$6.82K -72 -0.9%
EMB
586
Elefante Mark B
$783K -$18.5K -195 -2%
EFS
587
Essex Financial Services
Connecticut
$782K -$7.39K -78 -0.9%
FIM
588
Freedom Investment Management
Connecticut
$779K -$95.2K -1,005 -11%
AWM
589
Aevitas Wealth Management
Massachusetts
$778K – – –
LSAG
590
Lake Street Advisors Group
New Hampshire
$778K +$41.7K +441 +6%
AAM
591
AR Asset Management
California
$772K – – –
MSFP
592
Mark Sheptoff Financial Planning
Connecticut
$766K -$17K -180 -2%
SC
593
Schulhoff & Co
Ohio
$764K – – –
PT
594
Plimoth Trust
Massachusetts
$761K -$84.5K -893 -10%
AWA
595
Arete Wealth Advisors
Illinois
$752K -$26.2K -277 -3%
NFC
596
Northeast Financial Consultants
Connecticut
$748K -$14.8K -156 -2%
EWA
597
EP Wealth Advisors
California
$734K -$18.1K -191 -2%
SW
598
SlateStone Wealth
Florida
$732K +$24.1K +255 +3%
WP
599
WealthSource Partners
California
$724K +$473K +5,002 +189%
LHC
600
Little House Capital
Massachusetts
$723K -$5.21K -55 -0.7%
22 23
24
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