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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 %
ARMT
901
Amica Retiree Medical Trust
Rhode Island
$245K – – –
Prudential Financial
902
Prudential Financial
New Jersey
$244K +$244K +2,573 New
ITIM
903
Indiana Trust & Investment Management
Indiana
$243K -$58.4K -617 -19%
WTFG
904
Wells Trecaso Financial Group
Ohio
$241K +$19.4K +205 +9%
MCCP
905
Mission Creek Capital Partners
California
$241K +$241K +2,543 New
GDP
906
Great Diamond Partners
Maine
$241K +$241K +2,549 New
IIC
907
Ironwood Investment Counsel
Arizona
$238K – – –
RE
908
RBC Europe
United Kingdom
$237K – – –
CA
909
Claro Advisors
Massachusetts
$235K +$4.16K +44 +2%
ACWM
910
Adams Chetwood Wealth Management
North Carolina
$233K +$233K +2,459 New
DY
911
Dowling & Yahnke
California
$232K -$3.88K -41 -2%
WB
912
Webster Bank
Connecticut
$232K +$4.74K +50 +2%
KOCAA
913
Knights of Columbus Asset Advisors
Connecticut
$232K +$232K +2,450 New
Parallax Volatility Advisers
914
Parallax Volatility Advisers
California
$231K -$526K -5,554 -69%
BAS
915
Brown Advisory Securities
Maryland
$231K -$13.9K -147 -6%
FMW
916
Farr Miller & Washington
District of Columbia
$231K – – –
OIA
917
Optimum Investment Advisors
Illinois
$231K – – –
KLI
918
Kelman-Lazarov Inc
Tennessee
$230K – – –
IB
919
Intrust Bank
Kansas
$230K +$2.65K +28 +1%
Thrivent Financial for Lutherans
920
Thrivent Financial for Lutherans
Minnesota
$227K -$155K -1,637 -41%
MWA
921
Meridian Wealth Advisors
Texas
$227K -$5.87K -62 -3%
AIP
922
ARS Investment Partners
New York
$227K – – –
VFA
923
Valeo Financial Advisors
Indiana
$227K +$15.8K +167 +7%
MFW
924
Meristem Family Wealth
Minnesota
$225K -$6.62K -70 -3%
RMDI
925
R.M. Davis Inc
Maine
$225K -$5.12K -54 -2%
35 36
37
38 39