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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 %
SCM
951
Stevens Capital Management
Pennsylvania
$201K -$531K -5,609 -73%
BIA
952
Bigelow Investment Advisors
Maine
$201K +$201K +2,124 New
SC
953
Sawyer & Company
Massachusetts
$199K – – –
FPB
954
First PREMIER Bank
South Dakota
$196K – – –
CT
955
Clearstead Trust
Maine
$196K – – –
SAM
956
Security Asset Management
New York
$193K – – –
1W
957
1776 Wealth
Georgia
$191K +$191K +2,025 New
IIA
958
ICW Investment Advisors
Arizona
$183K +$183K +1,933 New
KPCM
959
Kings Point Capital Management
New York
$181K -$5.1K -54 -3%
CCA
960
Column Capital Advisors
Indiana
$179K +$179K +1,899 New
CBT
961
Capital Bank & Trust
California
$176K -$3.69K -39 -2%
BWP
962
Baldwin Wealth Partners
Massachusetts
$175K +$3.03K +32 +2%
GRP
963
Global Retirement Partners
California
$172K -$2.27K -24 -1%
TI
964
tru Independence
Oregon
$172K +$172K +2,091 New
AS
965
Altshuler Shaham
Israel
$171K +$171K +1,809 New
TFS
966
TrustCore Financial Services
Tennessee
$170K -$19.4K -205 -10%
CMBA
967
C.M. Bidwell & Associates
Hawaii
$164K -$41.1K -435 -20%
CFGS
968
Concourse Financial Group Securities
Alabama
$163K +$111K +1,171 +211%
CFN
969
Cordasco Financial Network
Florida
$161K – – –
HWA
970
Heritage Wealth Advisors
Virginia
$151K +$13.4K +141 +10%
RMC
971
Resources Management Corp
Connecticut
$149K – – –
NSIM
972
North Star Investment Management
Illinois
$149K – – –
SNT
973
Security National Trust
West Virginia
$147K +$19.1K +202 +15%
CHAM
974
Clear Harbor Asset Management
Connecticut
$144K +$144K +1,516 New
DZ Bank
975
DZ Bank
Germany
$142K +$142K +1,500 New
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