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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 %
EGA
626
E&G Advisors
Texas
$641K – – –
PL
627
Plancorp LLC
Missouri
$640K -$5.68K -60 -0.9%
PM
628
Penbrook Management
New York
$640K – – –
KWM
629
Kingsview Wealth Management
Oregon
$639K +$91.7K +969 +17%
NSAM
630
North Star Asset Management
Wisconsin
$636K +$5.11K +54 +0.8%
PA
631
Parallel Advisors
California
$636K +$6.16K +65 +1%
CP
632
Covenant Partners
Tennessee
$635K -$497K -5,256 -44%
CNBT
633
Canandaigua National Bank & Trust
New York
$630K -$21.8K -230 -3%
CA
634
Commerzbank Aktiengesellschaft
Germany
$629K -$472K -4,981 -43%
CIA
635
Capital Investment Advisors
Georgia
$627K -$17.5K -185 -3%
CPC
636
Cookson Peirce & Co
Pennsylvania
$626K +$9.95K +105 +2%
CGL
637
Clarius Group LLC
Washington
$614K -$99.7K -1,054 -14%
LG
638
Leuthold Group
Minnesota
$614K +$614K +6,483 New
BFO
639
Biltmore Family Office
North Carolina
$608K – – –
AI
640
AdvisorShares Investments
Maryland
$606K +$606K +6,395 New
Susquehanna International Group
641
Susquehanna International Group
Pennsylvania
$604K +$604K +6,378 New
BS
642
Boenning & Scattergood
Pennsylvania
$597K – – –
WJWM
643
Williams Jones Wealth Management
New York
$596K -$133K -1,408 -18%
LPIC
644
LeJeune Puetz Investment Counsel
Michigan
$596K – – –
HJIM
645
Henry James International Management
New York
$594K – – –
EA
646
Emerald Advisors
Washington
$590K +$590K +6,298 New
SFA
647
Semmax Financial Advisors
North Carolina
$587K +$46.7K +494 +9%
MCM
648
Murphy Capital Management
New Jersey
$577K – – –
FIM
649
Frontier Investment Management
Texas
$577K +$91.8K +970 +19%
CA
650
Cullinan Associates
Kentucky
$575K +$139K +1,464 +32%
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