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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 %
LGWM
1051
Litman Gregory Wealth Management
California
$38K – – –
LA
1052
Legacy Advisors
Pennsylvania
$38K +$38K +446 New
BCA
1053
Berman Capital Advisors
Georgia
$37K -$19.1K -225 -34%
FCFS
1054
First Command Financial Services
Texas
$37K – – –
FCB
1055
First Command Bank
Texas
$37K – – –
GTAM
1056
Global Trust Asset Management
Florida
$36K – – –
CFA
1057
Camarda Financial Advisors
Florida
$36K +$36K +415 New
LYV
1058
Live Your Vision
Pennsylvania
$33K – – –
FGAM
1059
Financial Gravity Asset Management
Texas
$33K +$33K +383 New
EWM
1060
Endurance Wealth Management
Rhode Island
$31K -$381K -4,464 -92%
LPC
1061
Loeb Partners Corp
New York
$30K -$1.07M -11,997 -97%
NCM
1062
Nelson Capital Management
California
$30K +$6.09K +71 +25%
HCM
1063
Hilton Capital Management
New York
$29K -$29K -335 -50%
EWM
1064
Executive Wealth Management
Michigan
$29K -$11.1K -128 -28%
GEA
1065
Glen Eagle Advisors
New Jersey
$28.6K +$7.16K +83 +33%
CA
1066
Centerpoint Advisors
Massachusetts
$27K – – –
KIG
1067
Kessler Investment Group
Indiana
$27K – – –
HGWM
1068
Harvest Group Wealth Management
Massachusetts
$27K +$27K +311 New
CH
1069
Canton Hathaway
Rhode Island
$26K +$26K +309 New
MGIA
1070
Moneta Group Investment Advisors
Missouri
$26K +$26K +343 New
TCM
1071
Tradewinds Capital Management
Washington
$25K – – –
TC
1072
Truvestments Capital
Florida
$25K +$25K +292 New
SBL
1073
Sargent Bickham Lagudis
Colorado
$24K -$29K -334 -55%
PCFFS
1074
Pacific Center for Financial Services
California
$24K – – –
FEG
1075
Financial Enhancement Group
Indiana
$24K +$24K +276 New
41 42
43
44 45