NVS icon

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 %
CIA
926
Choate Investment Advisors
Massachusetts
$223K -$1.61K -17 -0.7%
KMWM
927
Keudell/Morrison Wealth Management
Oregon
$223K – – –
CBFP
928
Cedar Brook Financial Partners
Ohio
$223K +$223K +2,356 New
VST
929
Van Strum & Towne
California
$222K – – –
RA
930
RFG Advisory
Alabama
$220K +$220K +2,321 New
VWA
931
V Wealth Advisors
Kansas
$218K – – –
WA1
932
Wimmer Associates 1
California
$218K +$218K +2,300 New
MCM
933
Maple Capital Management
Vermont
$217K +$217K +2,290 New
VVP
934
Venture Visionary Partners
Ohio
$217K +$217K +2,298 New
EW
935
Evoke Wealth
California
$217K +$21.1K +223 +11%
WTB
936
Washington Trust Bank
Washington
$216K +$216K +2,285 New
CL
937
CPWM LLC
Washington
$214K +$214K +2,261 New
NEAM
938
New England Asset Management
Connecticut
$213K – – –
ERIM
939
Eagle Ridge Investment Management
Connecticut
$213K +$213K +2,247 New
WPW
940
Waldron Private Wealth
Pennsylvania
$212K -$6.71K -71 -3%
HW
941
Hancock Whitney
Mississippi
$212K +$212K +2,238 New
CFG
942
Citizens Financial Group
Rhode Island
$211K +$3.79K +40 +2%
BWCS
943
Beirne Wealth Consulting Services
Connecticut
$210K +$210K +2,214 New
NCM
944
Northside Capital Management
Oregon
$210K +$210K +2,217 New
SHA
945
Seneca House Advisors
Virginia
$210K +$210K +2,222 New
TCM
946
Traynor Capital Management
Pennsylvania
$205K +$205K +2,172 New
BAM
947
Berkshire Asset Management
Pennsylvania
$204K +$204K +2,153 New
FHA
948
Flagship Harbor Advisors
Massachusetts
$203K -$20.2K -213 -9%
BIM
949
Baldwin Investment Management
Pennsylvania
$203K +$203K +2,142 New
IDBONY
950
Israel Discount Bank of New York
New York
$203K +$203K +2,142 New
36 37
38
39 40