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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 %
TCM
901
Traynor Capital Management
Pennsylvania
$231K +$231K +2,684 New
SC
902
Sawyer & Company
Massachusetts
$229K – – –
CRC
903
Curi RMB Capital
Illinois
$227K +$227K +2,635 New
BCMO
904
Buckingham Capital Management (Ohio)
Ohio
$227K +$227K +2,638 New
DY
905
Dowling & Yahnke
California
$226K +$13.8K +160 +7%
CFGS
906
Concourse Financial Group Securities
Alabama
$226K +$86.9K +1,011 +62%
RRAM
907
River Road Asset Management
Kentucky
$226K +$226K +2,619 New
SAM
908
Security Asset Management
New York
$225K – – –
BB
909
Busey Bank
Illinois
$225K +$225K +2,620 New
CFG
910
Citizens Financial Group
Rhode Island
$223K +$14.7K +171 +7%
DWM
911
Dorchester Wealth Management
Quebec, Canada
$223K +$223K +2,589 New
FHA
912
Flagship Harbor Advisors
Massachusetts
$222K +$6.61K +77 +3%
Cetera Investment Advisers
913
Cetera Investment Advisers
Illinois
$222K +$222K +2,580 New
RMDI
914
R.M. Davis Inc
Maine
$221K -$24.6K -285 -10%
BRWM
915
B. Riley Wealth Management
Tennessee
$221K +$221K +2,570 New
BCM
916
Brookstone Capital Management
Illinois
$220K -$24.8K -287 -10%
MHIC
917
Marble Harbor Investment Counsel
Massachusetts
$219K +$219K +2,539 New
CHA
918
Cooper/Haims Advisors
New York
$218K +$218K +2,529 New
GP
919
Girard Partners
Pennsylvania
$217K -$7.14K -83 -3%
KMWM
920
Keudell/Morrison Wealth Management
Oregon
$217K +$217K +2,521 New
NEAM
921
New England Asset Management
Connecticut
$216K – – –
TF
922
Tompkins Financial
New York
$215K -$43.3K -502 -17%
HR
923
Hayden Royal
North Carolina
$214K +$214K +2,482 New
FMBTD
924
First Midwest Bank Trust Division
Illinois
$213K -$23.1K -268 -10%
SFSIG
925
San Francisco Sentry Investment Group
California
$212K -$24.1K -279 -10%
35 36
37
38 39