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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 %
ONST
976
Old North State Trust
North Carolina
$100K +$30.7K +359 +44%
YWP
977
YorkBridge Wealth Partners
New York
$98K +$2.57K +30 +3%
AOWM
978
Alpha Omega Wealth Management
Virginia
$97K – – –
HIIFS
979
Harel Insurance Investments & Financial Services
Israel
$96K -$672K -7,812 -88%
THWM
980
Taylor Hoffman Wealth Management
Virginia
$96K – – –
NCM
981
Next Capital Management
New York
$96K – – –
WEC
982
Winslow Evans & Crocker
Massachusetts
$96K +$38.8K +438 +68%
PFO
983
Pathstone Family Office
New Jersey
$93K +$20.3K +235 +28%
HCA
984
Horan Capital Advisors
Ohio
$93K +$93K +1,077 New
AF
985
Allworth Financial
California
$91K +$58.7K +684 +181%
HI
986
Hudock Inc
Pennsylvania
$89K +$1.8K +21 +2%
HDIM
987
Hanson & Doremus Investment Management
Vermont
$89K +$21.1K +244 +31%
FFC
988
First Financial Corp
Indiana
$88K – – –
DWM
989
Destination Wealth Management
California
$87K -$8.22K -95 -9%
PR
990
Payden & Rygel
California
$84K – – –
FWM
991
Focused Wealth Management
New York
$84K +$173 +2 +0.2%
BFC
992
Bedel Financial Consulting
Indiana
$83K +$519 +6 +0.6%
CWA
993
Clarus Wealth Advisors
Arizona
$82K +$860 +10 +1%
BL
994
Balentine LLC
Georgia
$81K – – –
Schroder Investment Management Group
995
Schroder Investment Management Group
United Kingdom
$80K – – –
SIAS
996
Shine Investment Advisory Services
Colorado
$79K -$40.7K -474 -34%
FCA
997
FinTrust Capital Advisors
South Carolina
$78K -$76.6K -897 -50%
PCM
998
Princeton Capital Management
New Jersey
$78K – – –
AIM
999
Advantage Investment Management
Iowa
$78K +$9.35K +108 +14%
EDRH
1000
Edmond de Rothschild Holding
Switzerland
$77K – – –
38 39
40
41 42