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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 %
TCB
801
Texas Capital Bancshares
Texas
$337K -$3.7K -39 -1%
SIC
802
Shoker Investment Counsel
Ohio
$336K -$2.56K -27 -0.8%
ST
803
Spinnaker Trust
Maine
$335K -$67.1K -710 -17%
FLAM
804
First Light Asset Management
Minnesota
$335K – – –
EGM
805
Engineers Gate Manager
New York
$335K +$335K +3,540 New
HFRG
806
Houlihan Financial Resource Group
Virginia
$334K +$334K +3,525 New
NL
807
NWAM LLC
Washington
$333K -$35.9K -380 -10%
FLI
808
Family Legacy Inc
South Carolina
$333K – – –
HWMG
809
Hurlow Wealth Management Group
Indiana
$332K – – –
KM
810
Kalos Management
Georgia
$327K – – –
CDH
811
Charles D. Hyman
$327K – – –
PFSC
812
Peoples Financial Services Corp
Pennsylvania
$324K – – –
HBT
813
Hills Bank & Trust
Iowa
$322K -$9.47K -100 -3%
AAM
814
Autus Asset Management
Arizona
$319K -$9.84K -104 -3%
NFG
815
Next Financial Group
Texas
$319K +$13.5K +142 +4%
SCA
816
Snowden Capital Advisors
New York
$318K -$189 -2 -0.1%
PTB
817
Pioneer Trust Bank
Oregon
$317K – – –
BJL
818
Brighton Jones LLC
Washington
$317K +$30.7K +324 +11%
EFSCE
819
Enterprise Financial Services Corp (EFSC)
Missouri
$316K +$55.6K +587 +21%
KCM
820
Kanawha Capital Management
Virginia
$315K +$13.3K +140 +4%
MYIA
821
Mount Yale Investment Advisors
Colorado
$313K +$946 +10 +0.3%
TF
822
Tompkins Financial
New York
$313K +$104K +1,100 +50%
MC
823
Miles Capital
Iowa
$312K -$3.69K -39 -1%
BCP
824
Berkeley Capital Partners
Georgia
$310K -$2.55K -27 -0.8%
PB
825
Pinnacle Bancorp
Nebraska
$308K -$8.9K -94 -3%
31 32
33
34 35