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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 %
MAFM
676
Mid Atlantic Financial Management
Pennsylvania
$522K -$3.41K -36 -0.6%
JWS
677
Juncture Wealth Strategies
Arizona
$521K -$9.47K -100 -2%
DJSG
678
D.J. St. Germain
Massachusetts
$520K +$71.8K +759 +16%
FCCM
679
First City Capital Management
Georgia
$517K +$11.3K +119 +2%
1WA
680
180 Wealth Advisors
Washington
$514K -$18.7K -198 -4%
FWM
681
Fairhaven Wealth Management
Illinois
$513K – – –
PFBT
682
Parkside Financial Bank & Trust
Missouri
$511K +$5.49K +58 +1%
HCM
683
Hutchinson Capital Management
California
$509K – – –
YIA
684
YHB Investment Advisors
Connecticut
$508K +$379 +4 +0.1%
BWM
685
BerganKDV Wealth Management
Minnesota
$505K +$8.14K +86 +2%
NP
686
NorthRock Partners
Minnesota
$505K +$182K +1,919 +56%
CFA
687
Carroll Financial Associates
North Carolina
$504K +$74.2K +784 +17%
IFWM
688
Institute for Wealth Management
Colorado
$502K +$121K +1,280 +32%
JA
689
JVL Associates
Michigan
$501K – – –
DDC
690
DF Dent & Co
Maryland
$501K +$284 +3 +0.1%
HCA
691
Harbour Capital Advisors
Virginia
$501K +$501K +5,293 New
BI
692
Bredin Investment
Delaware
$500K – – –
AL
693
Aspiriant LLC
California
$498K +$1.9K +20 +0.4%
HAG
694
HighPoint Advisor Group
Illinois
$497K +$35.1K +369 +8%
AIA
695
Armor Investment Advisors
North Carolina
$494K +$5.21K +55 +1%
MBT
696
Montecito Bank & Trust
California
$493K +$45.6K +481 +10%
RWA
697
Ropes Wealth Advisors
Massachusetts
$491K -$73.1K -772 -13%
MSA
698
Marino Stram & Associates
Massachusetts
$490K -$5.21K -55 -1%
NCM
699
Northwest Capital Management
Oregon
$490K – – –
CG
700
Caprock Group
Idaho
$486K +$4.45K +47 +0.9%
26 27
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