NVS icon

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 %
9WM
826
9258 Wealth Management
Ohio
$308K +$308K +3,249 New
ACM
827
Allred Capital Management
Texas
$307K -$9.38K -99 -3%
TSW
828
Thompson Siegel & Walmsley
Virginia
$306K -$4.73K -50 -2%
WI
829
Wintrust Investments
Illinois
$306K -$757 -8 -0.2%
PTC
830
Private Trust Company
Ohio
$306K +$1.99K +21 +0.7%
PTC
831
Philadelphia Trust Company
Pennsylvania
$304K – – –
AWM
832
Altium Wealth Management
New York
$303K -$20.2K -213 -6%
DWM
833
Dorchester Wealth Management
Quebec, Canada
$303K +$8.05K +85 +3%
LIM
834
Leavell Investment Management
Alabama
$302K +$5.21K +55 +2%
FB
835
Fulton Bank
Pennsylvania
$302K +$25.6K +270 +9%
NG
836
Northstar Group
New York
$301K – – –
5L
837
55I LLC
Massachusetts
$300K +$14.3K +151 +5%
AC
838
Avestar Capital
New York
$300K +$17K +180 +6%
CIC
839
Crawford Investment Counsel
Georgia
$298K +$5.02K +53 +2%
RCC
840
Red Cedar Capital
Nebraska
$297K – – –
TPWA
841
TRUE Private Wealth Advisors
Oregon
$297K +$30.5K +323 +11%
OPA
842
Old Port Advisors
Maine
$297K +$37.1K +389 +14%
EWM
843
Empirical Wealth Management
Washington
$296K -$84.3K -891 -22%
PWMAG
844
Pinnacle Wealth Management Advisory Group
New Jersey
$296K -$45K -475 -13%
SMG
845
Smart Money Group
Texas
$295K +$189 +2 +0.1%
VCWA
846
Vanguard Capital Wealth Advisors
Colorado
$294K -$9.46K -100 -3%
FA
847
Fortis Advisors
Pennsylvania
$294K – – –
PCA
848
Personal Capital Advisors
California
$294K +$294K +3,101 New
PCS
849
Personal CFO Solutions
New Jersey
$293K +$2.93K +31 +1%
Koshinski Asset Management
850
Koshinski Asset Management
Illinois
$293K +$293K +3,096 New
32 33
34
35 36