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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 %
CAC
1001
Certified Advisory Corp
Florida
$77K +$259 +3 +0.3%
AIA
1002
Alera Investment Advisors
Illinois
$75K +$14K +162 +23%
BRC
1003
Bell Rock Capital
Delaware
$74K +$73.5K +850 +14,167%
HWA
1004
Heritage Wealth Advisors
Virginia
$73.7K – – –
FC
1005
Ferris Capital
Massachusetts
$71K – – –
ST
1006
Smithfield Trust
Pennsylvania
$70K – – –
AA
1007
AlphaMark Advisors
Kentucky
$70K +$36.2K +418 +107%
TL
1008
TrueWealth LLC
Georgia
$69K – – –
SMG
1009
Spectrum Management Group
Indiana
$67K +$67K +776 New
GSWM
1010
Golden State Wealth Management
California
$67K +$67K +781 New
JWA
1011
JFS Wealth Advisors
Pennsylvania
$65K – – –
CCM
1012
Cribstone Capital Management
Maine
$63K -$40.5K -468 -39%
H
1013
Hexavest
Quebec, Canada
$63K – – –
BBNA
1014
Bremer Bank National Association
Minnesota
$63K +$63K +865 New
QAM
1015
QCI Asset Management
New York
$60K – – –
PWMG
1016
Prestige Wealth Management Group
New Jersey
$59K -$22.3K -259 -27%
DWA
1017
Dougherty Wealth Advisers
Minnesota
$59K – – –
PGWM
1018
Parisi Gray Wealth Management
New Jersey
$58K -$4.86K -56 -8%
KAS
1019
Kemnay Advisory Services
New York
$58K – – –
LF
1020
Lee Financial
Texas
$58K – – –
TA
1021
TCG Advisors
Texas
$58K +$58K +670 New
SAM
1022
Strategy Asset Managers
California
$58K +$58K +672 New
LC
1023
Lavaca Capital
Texas
$54K – – –
WAP
1024
Wealthcare Advisory Partners
Pennsylvania
$54K – – –
FMP
1025
Financial Management Professionals
Texas
$53K – – –
39 40
41
42 43