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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 %
VAG
876
VisionPoint Advisory Group
Texas
$250K +$250K +2,898 New
MCM
877
Maple Capital Management
Vermont
$250K +$250K +2,905 New
ARMT
878
Amica Retiree Medical Trust
Rhode Island
$249K – – –
CIC
879
Crawford Investment Counsel
Georgia
$248K +$20.3K +236 +9%
SFA
880
Semmax Financial Advisors
North Carolina
$246K +$101K +1,178 +70%
BMCM
881
Bryn Mawr Capital Management
Pennsylvania
$245K +$245K +2,846 New
CIA
882
Choate Investment Advisors
Massachusetts
$244K -$7.68K -89 -3%
IIC
883
Ironwood Investment Counsel
Arizona
$244K – – –
PCP
884
Proficio Capital Partners
Massachusetts
$243K -$95K -1,101 -28%
PAMG
885
Patton Albertson Miller Group
Tennessee
$241K – – –
LNC
886
Lincoln National Corp
Pennsylvania
$240K -$15.9K -185 -6%
FIA
887
Foundations Investment Advisors
Arizona
$239K +$2.07K +24 +0.9%
BBA
888
Braun-Bostich & Associates
Pennsylvania
$238K -$366K -4,253 -61%
BCP
889
Blackhawk Capital Partners
Wisconsin
$238K -$73.7K -856 -24%
LW
890
Linscomb Wealth
Texas
$237K – – –
IWC
891
Integrated Wealth Concepts
Massachusetts
$237K +$237K +2,753 New
CA
892
Claro Advisors
Massachusetts
$236K +$97.1K +1,127 +70%
ACS
893
Archford Capital Strategies
Illinois
$235K +$12.6K +146 +6%
FMW
894
Farr Miller & Washington
District of Columbia
$234K – – –
EWA
895
EP Wealth Advisors
California
$234K +$2.24K +26 +1%
BIA
896
Bigelow Investment Advisors
Maine
$233K +$233K +2,705 New
MFW
897
Mosaic Family Wealth
Missouri
$232K +$2.32K +27 +1%
ATPW
898
Ashton Thomas Private Wealth
Arizona
$231K +$231K +2,682 New
WB
899
Webster Bank
Connecticut
$231K -$16.9K -196 -7%
AIP
900
ARS Investment Partners
New York
$231K – – –
34 35
36
37 38