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Novartis
NVS

Overview Fund Activity

1,132 hedge funds and large institutions have $26.2B invested in Novartis in 2019 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 419 increasing their positions, 396 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
+46
Holders Change %
+4.24%
% of All Funds
24.54%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.85%
New
114
Increased
419
Reduced
396
Closed
56
Calls
$146M
Puts
$94.9M
Net Calls
+$50.8M
Net Calls Change
+$23.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$160M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$136M
3
Primecap Management
Primecap Management
California
+$93.3M
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$88.1M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$68.2M

Top Sellers

1
BlackRock
BlackRock
New York
-$124M
2
Capital International Investors
Capital International Investors
California
-$64.7M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$60.6M
4
Boston Partners
Boston Partners
Massachusetts
-$56.2M
5
MAM
Majedie Asset Management
United Kingdom
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
IB
851
Intrust Bank
Kansas
$276K +$2.16K +25 +0.8%
TPWA
852
TRUE Private Wealth Advisors
Oregon
$275K -$159K -1,845 -37%
AIP
853
Almanack Investment Partners
Pennsylvania
$274K – – –
FPS
854
Fieldpoint Private Securities
Connecticut
$274K – – –
CBFP
855
Cedar Brook Financial Partners
Ohio
$273K -$2.5K -29 -0.9%
SAM
856
Seelaus Asset Management
New Jersey
$272K +$604 +7 +0.2%
SSWM
857
Sheets Smith Wealth Management
North Carolina
$270K +$15.4K +179 +6%
PWPS
858
Pinnacle Wealth Planning Services
Ohio
$268K -$35.7K -415 -12%
PFP
859
Pinnacle Financial Partners
Tennessee
$268K -$29.5K -343 -10%
OPCM
860
Osborne Partners Capital Management
California
$267K +$267K +3,095 New
CL
861
CPWM LLC
Washington
$266K – – –
HCA
862
Heck Capital Advisors
Wisconsin
$264K +$10.1K +117 +4%
BAM
863
Berkshire Asset Management
Pennsylvania
$262K -$28.9K -335 -10%
NFG
864
Next Financial Group
Texas
$260K -$63.3K -736 -20%
CIS
865
Connors Investor Services
Pennsylvania
$260K -$48.2K -558 -16%
EFSCE
866
Enterprise Financial Services Corp (EFSC)
Missouri
$260K +$11.9K +138 +5%
NFH
867
NEXT Financial Holdings
Texas
$260K +$260K +3,022 New
AWE
868
Avidian Wealth Enterprises
Texas
$259K +$259K +3,004 New
CPC
869
Cookson Peirce & Co
Pennsylvania
$258K +$17K +198 +7%
KWA
870
KCS Wealth Advisory
California
$256K -$18.3K -212 -7%
NERM
871
New England Research & Management
Illinois
$253K -$9.66K -112 -4%
FPCG
872
Fort Pitt Capital Group
Pennsylvania
$252K – – –
OPA
873
Old Port Advisors
Maine
$251K +$4.23K +49 +2%
HSBC Holdings
874
HSBC Holdings
United Kingdom
$251K +$251K +2,911 New
SSA
875
South Street Advisors
New York
$250K – – –
33 34
35
36 37