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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 %
NL
701
NVWM LLC
Pennsylvania
$484K -$4.93K -52 -1%
H
702
HoyleCohen
California
$484K – – –
SFSG
703
Stearns Financial Services Group
North Carolina
$479K – – –
GIA
704
Gladstone Institutional Advisory
Florida
$476K -$66.4K -701 -12%
SAG
705
Spotlight Asset Group
Illinois
$476K +$476K +5,610 New
BPB
706
Badgley, Phelps & Bell
Washington
$472K -$34.2K -361 -7%
CAM
707
Cozad Asset Management
Illinois
$470K -$36.3K -383 -7%
GLR
708
Great Lakes Retirement
Ohio
$470K +$470K +4,990 New
SRC
709
Shufro Rose & Co
New York
$469K – – –
MCA
710
Mercer Capital Advisers
New Jersey
$469K – – –
ACM
711
Ategra Capital Management
Virginia
$463K – – –
BMO
712
Beck Mack & Oliver
New York
$463K -$6.92K -73 -1%
RFO
713
RiverGlades Family Offices
Florida
$462K – – –
AP
714
Appleton Partners
Massachusetts
$460K -$33K -348 -7%
AMIM
715
Aull & Monroe Investment Management
Alabama
$457K – – –
AWE
716
Avidian Wealth Enterprises
Texas
$454K +$48.1K +508 +12%
PWPS
717
Pinnacle Wealth Planning Services
Ohio
$454K +$65.9K +696 +17%
HB
718
Horizon Bancorp
Indiana
$452K +$452K +4,775 New
AAS
719
Avantax Advisory Services
Texas
$450K +$143K +1,510 +47%
OC
720
Oakworth Capital
Alabama
$449K -$18.4K -195 -4%
SFA
721
Sequoia Financial Advisors
Ohio
$449K +$30.9K +327 +7%
DWM
722
Dakota Wealth Management
Florida
$448K -$8.53K -90 -2%
HIC
723
Holderness Investments Company
North Carolina
$448K – – –
JC
724
Jacobs & Co
California
$447K +$142K +1,500 +47%
AWA
725
ARS Wealth Advisors
Florida
$446K -$79.9K -845 -15%
27 28
29
30 31