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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 %
HR
951
Howe & Rusling
New York
$153K -$12K -139 -7%
NSIM
952
North Star Investment Management
Illinois
$151K +$1.03K +12 +0.7%
SNT
953
Security National Trust
West Virginia
$149K +$106K +1,228 +245%
JIP
954
JBJ Investment Partners
South Carolina
$148K +$148K +1,720 New
AWM
955
AllSquare Wealth Management
New York
$142K – – –
CAM
956
Columbia Asset Management
Michigan
$140K – – –
Mitsubishi UFJ Asset Management
957
Mitsubishi UFJ Asset Management
Japan
$134K +$11.7K +136 +10%
WPW
958
Winthrop Partners - WNY
New York
$133K +$15.1K +176 +13%
FNBOSM
959
First National Bank of South Miami
Florida
$131K – – –
SAS
960
Stelac Advisory Services
New York
$130K – – –
BNP Paribas Financial Markets
961
BNP Paribas Financial Markets
France
$129K – – –
CAL
962
Capital Analysts LLC
Pennsylvania
$129K -$19.2K -224 -13%
MMG
963
Monetary Management Group
Missouri
$129K – – –
TWA
964
TCI Wealth Advisors
Arizona
$126K – – –
TRCT
965
Tower Research Capital (TRC)
New York
$125K +$80.2K +928 +179%
GCM
966
Gables Capital Management
Florida
$123K – – –
CHC
967
City Holding Co
West Virginia
$122K – – –
LFA
968
Legacy Financial Advisors
Kentucky
$120K +$37.5K +436 +46%
CIAS
969
Capital Investment Advisory Services
North Carolina
$115K – – –
PO
970
Private Ocean
California
$115K +$115K +1,339 New
PAM
971
Panagora Asset Management
Massachusetts
$112K – – –
OIA
972
OneDigital Investment Advisors
Kansas
$111K – – –
MRCM
973
M&R Capital Management
New Jersey
$108K +$218 +3 +0.2%
GWA
974
Guidant Wealth Advisors
Illinois
$108K +$108K +1,256 New
CAW
975
Cornerstone Advisors (Washington)
Washington
$107K +$39.2K +455 +58%
37 38
39
40 41