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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 %
CFD
1101
Creative Financial Designs
Indiana
$11K +$9.87K +114 +877%
OWA
1102
One Wealth Advisors
California
$11K +$11K +133 New
HFM
1103
Hartford Financial Management
Connecticut
$10K – – –
CPA
1104
Cowen Prime Advisors
New York
$10K – – –
JIR
1105
James Investment Research
Ohio
$10K +$10K +118 New
GT
1106
Glenmede Trust
Pennsylvania
$9.52K +$4.81K +55,886 +102%
ACM
1107
AUA Capital Management
Pennsylvania
$9K – – –
PFGIA
1108
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$5.19K +61 +185%
FMTCOCP
1109
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K +$8K +88 New
RIA
1110
RPG Investment Advisory
California
$7K – – –
AP
1111
Atwood & Palmer
Missouri
$7K – – –
LWA
1112
Lenox Wealth Advisors
New York
$7K +$7K +81 New
KTC
1113
Kistler-Tiffany Companies
Pennsylvania
$6K +$86 +1 +1%
BAMG
1114
Brand Asset Management Group
Missouri
$6K +$6K +69 New
SWA
1115
Sutton Wealth Advisors
Florida
$5.1K – – –
OSNBOA
1116
Old Second National Bank of Aurora
Illinois
$5K – – –
NC
1117
NewSquare Capital
Pennsylvania
$5K – – –
PCMK
1118
Paragon Capital Management (Kansas)
Kansas
$5K +$5K +57 New
IAS
1119
IMA Advisory Services
Colorado
$4K – – –
BWL
1120
Bogart Wealth LLC
Virginia
$4K – – –
SCM
1121
Shelton Capital Management
Colorado
$3.05K -$28.4K -3,049 -90%
IFAM
1122
Institutional & Family Asset Management
Colorado
$3K -$656 -7 -18%
LFG
1123
LifePlan Financial Group
Ohio
$3K – – –
1NWS
1124
1 North Wealth Services
Maryland
$3K – – –
BFG
1125
Beacon Financial Group
Texas
$2.6K -$10 -113 -0.4%
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