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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 %
DAM
1076
Delta Asset Management
Tennessee
$22K – – –
AIC
1077
Ameritas Investment Company
Nebraska
$21K -$227K -2,586 -92%
BWP
1078
Baldwin Wealth Partners
Massachusetts
$21K – – –
WCG
1079
Weaver Consulting Group
California
$21K +$21K +261 New
AC
1080
Avestar Capital
New York
$20K – – –
POIA
1081
Pin Oak Investment Advisors
Texas
$20K +$3.64K +42 +22%
GI
1082
Gradient Investments
Minnesota
$19K -$21.8K -256 -53%
IF
1083
Ironwood Financial
Arizona
$19K – – –
TC
1084
Trust Company
Kansas
$19K – – –
WC
1085
Whitnell & Co
Illinois
$19K – – –
BCM
1086
Blume Capital Management
California
$19K – – –
BCI
1087
Brinker Capital Investments
Pennsylvania
$19K +$10.6K +125 +126%
BEI
1088
Benjamin Edwards Inc
Missouri
$19K +$19K +223 New
CAM
1089
Close Asset Management
United Kingdom
$19K +$19K +223 New
KPW
1090
Kore Private Wealth
New York
$18K – – –
AA
1091
Advisory Alpha
Michigan
$17.9K +$17.9K +247 New
NL
1092
NVWM LLC
Pennsylvania
$17K – – –
WCM
1093
WealthBridge Capital Management
Ohio
$16K +$223 +3 +1%
ADL
1094
Asset Dedication LLC
California
$15K – – –
HCM
1095
Highlander Capital Management
New Jersey
$14K -$41K -489 -75%
CBT
1096
Central Bank & Trust
Kentucky
$14K – – –
TFGT
1097
TS Financial Group (TSFG)
Illinois
$14K +$14K +158 New
HS
1098
Horan Securities
United States
$12K – – –
ATC
1099
Adirondack Trust Company
New York
$11K – – –
MIFH
1100
Migdal Insurance & Financial Holdings
Israel
$11K – – –
42 43
44
45 46