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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 %
AF
1001
Advisornet Financial
Minnesota
$98K +$13.1K +138 +15%
THWM
1002
Taylor Hoffman Wealth Management
Virginia
$95K -$3.23K -34 -3%
FGAM
1003
Financial Gravity Asset Management
Texas
$95K -$33.6K -23 -26%
TWA
1004
TCI Wealth Advisors
Arizona
$94K +$14.6K +153 +18%
HR
1005
Howe & Rusling
New York
$93K – – –
IBOK
1006
Independence Bank of Kentucky
Kentucky
$92K – – –
TAIM
1007
TD Ameritrade Investment Management
Nebraska
$92K +$28.8K +305 +46%
NIT
1008
NumerixS Investment Technologies
British Columbia, Canada
$91K -$3.3K -35 -4%
HCA
1009
Horan Capital Advisors
Ohio
$91K – – –
PA
1010
Procyon Advisors
Connecticut
$90K +$90K +951 New
HI
1011
Hudock Inc
Pennsylvania
$88K – – –
FFC
1012
First Financial Corp
Indiana
$87K – – –
HDIM
1013
Hanson & Doremus Investment Management
Vermont
$87K – – –
EWM
1014
EPG Wealth Management
Georgia
$84K +$84K +886 New
PR
1015
Payden & Rygel
California
$83K – – –
FWM
1016
Focused Wealth Management
New York
$82K -$14.1K -150 -15%
BFC
1017
Bedel Financial Consulting
Indiana
$81K – – –
ACM
1018
Anfield Capital Management
California
$80K +$80K +829 New
Schroder Investment Management Group
1019
Schroder Investment Management Group
United Kingdom
$79K – – –
BBA
1020
Braun-Bostich & Associates
Pennsylvania
$79K +$79K +829 New
FWM
1021
Filbrandt Wealth Management
Wisconsin
$79K +$79K +850 New
Barclays
1022
Barclays
United Kingdom
$78K -$3.12M -32,809 -98%
VCP
1023
Verus Capital Partners
Arizona
$78K +$78K +825 New
SWM
1024
Sugarloaf Wealth Management
Georgia
$76K +$76K +805 New
LB
1025
Legacy Bridge
Iowa
$73K -$62.3K -654 -46%
39 40
41
42 43