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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 %
SSWM
876
Sheets Smith Wealth Management
North Carolina
$266K – – –
EMG
877
Ellington Management Group
Connecticut
$265K -$161K -1,700 -38%
AIP
878
Almanack Investment Partners
Pennsylvania
$265K – – –
LPT
879
Legacy Private Trust
Wisconsin
$265K – – –
MG
880
Mather Group
Illinois
$265K +$265K +2,802 New
SFWA
881
Summit Financial Wealth Advisors
Louisiana
$263K -$8.89K -95 -3%
CPIA
882
Cornell Pochily Investment Advisors
New York
$262K -$3.31K -35 -1%
AWM
883
Alterna Wealth Management
Texas
$261K +$32.1K +339 +14%
PCP
884
Proficio Capital Partners
Massachusetts
$261K +$261K +2,758 New
ODCM
885
Old Dominion Capital Management
Virginia
$258K +$2.84K +30 +1%
OPCM
886
Osborne Partners Capital Management
California
$258K +$4.73K +50 +2%
MCM
887
Mattern Capital Management
Colorado
$258K +$258K +2,723 New
MGWM
888
Marks Group Wealth Management
Minnesota
$258K +$258K +2,730 New
LW
889
Linscomb Wealth
Texas
$256K +$1.23K +13 +0.5%
ZB
890
Zions Bancorporation
Utah
$255K -$123K -1,293 -32%
EH
891
Equitable Holdings
New York
$255K +$255K +2,694 New
WANY
892
Wealthspire Advisors (New York)
New York
$253K +$253K +2,669 New
PHIMC
893
Private Harbour Investment Management & Counsel
Ohio
$251K -$47.4K -500 -16%
NCM
894
Noesis Capital Mangement
Florida
$251K – – –
MWPCG
895
Measured Wealth Private Client Group
New Hampshire
$250K -$72K -760 -22%
CC
896
Chicago Capital
Illinois
$250K -$24.8K -262 -9%
VWM
897
Venturi Wealth Management
Texas
$250K -$24K -254 -9%
PRWA
898
Platte River Wealth Advisors
Colorado
$249K +$249K +2,634 New
HIA
899
Harbor Investment Advisory
Maryland
$247K +$247K +2,604 New
SSA
900
South Street Advisors
New York
$246K – – –
34 35
36
37 38