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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 %
WB
601
WesBanco Bank
West Virginia
$722K -$6.16K -65 -0.8%
CAM
602
Cresset Asset Management
Illinois
$717K -$10.2K -108 -1%
WC
603
Woodstock Corp
Massachusetts
$714K -$9.47K -100 -1%
WKWM
604
Walter & Keenan Wealth Management
Indiana
$708K – – –
MA
605
Montag & Associates
Georgia
$707K -$2.56K -27 -0.4%
BL
606
BFSG LLC
California
$706K -$9.47K -100 -1%
TU
607
TDAM USA
Ontario, Canada
$705K +$245K +2,582 +53%
VCM
608
Violich Capital Management
California
$704K – – –
1SB
609
1ST Source Bank
Indiana
$702K +$51.8K +547 +8%
AWM
610
Avior Wealth Management
Nebraska
$701K +$157K +1,659 +29%
ONB
611
Old National Bancorp
Indiana
$699K -$24.6K -260 -3%
FIB
612
First Interstate Bank
Montana
$699K +$84K +887 +14%
TW
613
TrinityPoint Wealth
Connecticut
$697K – – –
D.E. Shaw & Co
614
D.E. Shaw & Co
New York
$697K +$697K +7,365 New
WA
615
Wheatland Advisors
Pennsylvania
$694K -$407K -4,300 -37%
MAA
616
Mraz Amerine & Associates
California
$692K – – –
NHC
617
Nicholas Hoffman & Company
Georgia
$684K – – –
FHB
618
First Hawaiian Bank
Hawaii
$674K +$10.7K +113 +2%
APA
619
American Portfolios Advisors
New York
$666K +$12.3K +130 +2%
BCM
620
Bayesian Capital Management
New York
$663K -$1.95M -20,600 -75%
NAM
621
NTV Asset Management
West Virginia
$661K +$22.5K +238 +4%
EIM
622
Essex Investment Management
Massachusetts
$659K – – –
CBU
623
CIBC Bank USA
Illinois
$658K -$14.1K -149 -2%
MSS
624
Mitchell Sinkler & Starr
Pennsylvania
$655K +$214K +2,260 +49%
JG
625
Jefferies Group
New York
$653K +$653K +6,896 New
23 24
25
26 27