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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 %
WTFG
926
Wells Trecaso Financial Group
Ohio
$212K +$212K +2,460 New
Mackenzie Financial
927
Mackenzie Financial
Ontario, Canada
$211K +$211K +2,790 New
WAAG
928
Wealth Alliance Advisory Group
Kansas
$207K -$5.02K -69 -2%
VST
929
Van Strum & Towne
California
$206K +$206K +2,394 New
SMC
930
Smith, Moore & Co
Missouri
$202K -$86.2K -1,001 -30%
RE
931
RBC Europe
United Kingdom
$202K -$14.4K -167 -7%
BIM
932
Baldwin Investment Management
Pennsylvania
$201K +$201K +2,328 New
HSA
933
HBK Sorce Advisory
Pennsylvania
$201K +$201K +2,332 New
MYIA
934
Mount Yale Investment Advisors
Colorado
$200K -$51.5K -599 -20%
CT
935
Clearstead Trust
Maine
$200K – – –
PPP
936
Private Portfolio Partners
New Jersey
$200K +$200K +2,326 New
FPB
937
First PREMIER Bank
South Dakota
$198K – – –
BAM
938
Barrett Asset Management
New York
$187K – – –
KPCM
939
Kings Point Capital Management
New York
$184K +$96.1K +1,116 +109%
LB
940
Legacy Bridge
Iowa
$177K +$12.3K +143 +7%
IA
941
IFP Advisors
Florida
$176K -$950K -10,779 -84%
VFA
942
Valeo Financial Advisors
Indiana
$176K -$154K -1,792 -47%
QCIG
943
Quad-Cities Investment Group
Iowa
$176K – – –
WAS
944
WESPAC Advisors SoCal
California
$170K – – –
TFS
945
TrustCore Financial Services
Tennessee
$167K +$15.2K +177 +10%
GRP
946
Global Retirement Partners
California
$165K +$43.9K +509 +36%
CFN
947
Cordasco Financial Network
Florida
$163K – – –
CFG
948
CKW Financial Group
Hawaii
$163K – – –
SWM
949
SeaCrest Wealth Management
New York
$158K -$15K -174 -9%
SMFS
950
Squar Milner Financial Services
California
$157K +$27.1K +316 +21%
36 37
38
39 40