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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.

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
1
Loomis, Sayles & Company
Massachusetts
$972M
2
Jennison Associates
2
Jennison Associates
New York
$269M
3
BlackRock
3
BlackRock
New York
$422M
4
Aristotle Capital Management
4
Aristotle Capital Management
California
$548M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$625M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.39B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$569M
3
Franklin Resources
3
Franklin Resources
California
$1.12B
4
State Street
4
State Street
Massachusetts
$210M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DLA
76
Douglas Lane & Associates
New York
$33.7M +$1.37M +14,503 +4%
NPA
77
Nichols & Pratt Advisers
Massachusetts
$32.2M -$2.92M -30,788 -8%
WG
78
Welch Group
Alabama
$31M +$295K +3,118 +1%
CTB
79
Country Trust Bank
Illinois
$30.9M -$771K -8,138 -2%
Brown Advisory
80
Brown Advisory
Maryland
$30.6M -$1.95M -20,601 -6%
MAP
81
Managed Asset Portfolios
Michigan
$29.7M +$1.76M +18,610 +6%
OAM
82
Oppenheimer Asset Management
New York
$29.5M +$905K +9,562 +3%
JPMPWA
83
J.P. Morgan Private Wealth Advisors
California
$28.7M +$894K +9,442 +3%
OCM
84
Osterweis Capital Management
California
$28.6M -$177K -1,866 -0.6%
CCM
85
Causeway Capital Management
California
$27.8M +$3.41M +36,049 +14%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$27.7M +$1.39M +14,638 +5%
SC
87
Saturna Capital
Washington
$27.4M +$133K +1,400 +0.5%
EVM
88
Eaton Vance Management
Massachusetts
$27.4M +$431K +4,555 +2%
Parnassus Investments
89
Parnassus Investments
California
$27.2M – – –
TAM
90
Tocqueville Asset Management
New York
$26.8M -$6.77M -71,531 -20%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$24.4M +$862K +9,103 +4%
RMCM
92
Reynders McVeigh Capital Management
Massachusetts
$24M -$648K -6,840 -3%
GG
93
Gofen & Glossberg
Illinois
$23.7M +$159K +1,683 +0.7%
OA
94
Oak Associates
Ohio
$23.6M -$494K -5,220 -2%
BCWM
95
Bartlett & Co Wealth Management
Ohio
$23.1M -$330K -3,489 -1%
US Bancorp
96
US Bancorp
Minnesota
$23M +$465K +4,910 +2%
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$22.9M +$1.01M +10,681 +5%
Citigroup
98
Citigroup
New York
$22.5M +$7.95M +83,986 +55%
GC
99
Guardian Capital
Ontario, Canada
$22.3M -$4.94M -52,119 -18%
M&T Bank
100
M&T Bank
New York
$21.7M -$74.4K -786 -0.3%
2 3
4
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