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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 %
CHA
751
Carmichael Hill & Associates
Maryland
$403K +$14.2K +150 +4%
WI
752
WrapManager Inc
California
$403K +$16.6K +175 +4%
CCG
753
Cypress Capital Group
Florida
$401K -$948 -10 -0.2%
GWM
754
GSB Wealth Management
Connecticut
$399K – – –
WCF
755
West Coast Financial
California
$398K – – –
RWP
756
RWA Wealth Partners
Massachusetts
$398K – – –
PWP
757
Private Wealth Partners
California
$398K +$107K +1,130 +37%
SMFS
758
Squar Milner Financial Services
California
$398K +$165K +1,741 +71%
FPFS
759
First Personal Financial Services
North Carolina
$397K -$245K -2,584 -38%
IWM
760
IHT Wealth Management
Illinois
$396K -$10.4K -110 -3%
Nisa Investment Advisors
761
Nisa Investment Advisors
Missouri
$395K – – –
IWP
762
Icon Wealth Partners
Texas
$395K +$50.8K +537 +15%
PIM
763
Partner Investment Management
California
$392K -$591K -6,441 -60%
LFAS
764
Level Four Advisory Services
Texas
$392K +$27.4K +272 +8%
PCG
765
Private Capital Group
Connecticut
$392K +$37.5K +397 +11%
Lido Advisors
766
Lido Advisors
California
$392K +$73.4K +775 +23%
BAM
767
Belpointe Asset Management
Nevada
$386K +$145K +1,531 +60%
LB
768
Landmark Bank
Missouri
$383K -$4.45K -47 -1%
PWA
769
Physician Wealth Advisors
Utah
$382K +$20K +213 +6%
KCM
770
Kendall Capital Management
Maryland
$379K -$7.1K -75 -2%
EWA
771
ERTS Wealth Advisors
Michigan
$378K -$60.5K -640 -14%
FPS
772
Fieldpoint Private Securities
Connecticut
$376K +$52.1K +550 +16%
FP
773
Financial Perspectives
Minnesota
$374K +$374K +3,953 New
CC
774
Courier Capital
New York
$374K -$137K -1,450 -27%
WPP
775
Whalerock Point Partners
Rhode Island
$371K +$2.28K +24 +0.6%
29 30
31
32 33