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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 %
WF
1026
WealthTrust Fairport
Ohio
$52K – – –
TJHA
1027
Thomas J. Herzfeld Advisors
Florida
$52K +$2.78K +37 +6%
SIM
1028
Sonora Investment Management
Arizona
$52K +$5.86K +68 +13%
AJ
1029
Ashburton (Jersey)
Jersey
$51K – – –
BCA
1030
Bray Capital Advisors
Florida
$50K +$4.93K +57 +11%
ME
1031
McIlrath & Eck
Washington
$49K +$14.7K +172 +43%
ST
1032
Sageworth Trust
Pennsylvania
$48K – – –
CAL
1033
Capital Advisors Ltd
Ohio
$48K – – –
PCM
1034
Polaris Capital Management
Massachusetts
$48K – – –
FRA
1035
Front Row Advisors
California
$48K +$859 +10 +2%
TAIM
1036
TD Ameritrade Investment Management
Nebraska
$48K +$3.72K +43 +8%
FBT
1037
First Bank & Trust
South Dakota
$47K -$1.81K -21 -4%
PMFA
1038
Plante Moran Financial Advisors
Michigan
$47K +$783 +9 +2%
GWS
1039
Glassman Wealth Services
Virginia
$46K – – –
AF
1040
Advisornet Financial
Minnesota
$43K -$1.29K -15 -3%
IBOK
1041
Independence Bank of Kentucky
Kentucky
$43K +$14.3K +167 +50%
PK
1042
Pflug Koory
Nebraska
$42K – – –
DBT
1043
Dubuque Bank & Trust
Iowa
$41K -$105K -1,213 -72%
BWA
1044
Burt Wealth Advisors
Maryland
$41K – – –
MFBTD
1045
MB Financial Bank - Trust Department
Illinois
$41K +$1.88K +22 +5%
AS
1046
Altshuler Shaham
Israel
$40K – – –
BWM
1047
Baystate Wealth Management
Massachusetts
$40K +$773 +11 +2%
JAM
1048
JCIC Asset Management
Ontario, Canada
$39K – – –
RBC
1049
Roble Belko & Company
Pennsylvania
$39K – – –
LWANC
1050
Laurel Wealth Advisors (North Carolina)
North Carolina
$38K -$1.92K -22 -5%
40 41
42
43 44