NVS icon

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
$972M
2
Jennison Associates
Jennison Associates
New York
$269M
3
BlackRock
BlackRock
New York
$422M
4
Aristotle Capital Management
Aristotle Capital Management
California
$548M
5
Renaissance Technologies
Renaissance Technologies
New York
$625M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$2.39B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$569M
3
Franklin Resources
Franklin Resources
California
$1.12B
4
State Street
State Street
Massachusetts
$210M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
1101
Disciplined Investments
Oklahoma
$22K +$22K +237 New
WPA
1102
West Paces Advisors
Georgia
$20.8K +$20.8K +220 New
WCG
1103
Weaver Consulting Group
California
$20K – – –
IF
1104
Ironwood Financial
Arizona
$19K – – –
BEI
1105
Benjamin Edwards Inc
Missouri
$19K – – –
TC
1106
Trust Company
Kansas
$19K – – –
MAWCM
1107
Mine & Arao Wealth Creation & Management
California
$19K +$19K +200 New
BCM
1108
Blume Capital Management
California
$18K – – –
TF
1109
TimeScale Financial
Massachusetts
$18K – – –
TA
1110
TFG Advisers
Michigan
$18K +$18K +195 New
DAM
1111
Delta Asset Management
Tennessee
$17K – – –
PC
1112
Permanens Capital
New York
$17K +$17K +177 New
MVIP
1113
Mar Vista Investment Partners
California
$17K +$17K +183 New
WCM
1114
Wealthcare Capital Management
Virginia
$15K +$15K +157 New
ANBT
1115
American National Bank & Trust
Texas
$14K -$4.48K -48 -24%
HCM
1116
Highlander Capital Management
New Jersey
$14K – – –
ATC
1117
Adirondack Trust Company
New York
$12K – – –
SQA
1118
Simon Quick Advisors
New Jersey
$12K +$12K +128 New
CBT
1119
Central Bank & Trust
Kentucky
$11K – – –
BWL
1120
Bogart Wealth LLC
Virginia
$11K +$6.66K +69 +153%
HGWM
1121
Harvest Group Wealth Management
Massachusetts
$10K -$15.1K -168 -60%
MIFH
1122
Migdal Insurance & Financial Holdings
Israel
$10K – – –
CFD
1123
Creative Financial Designs
Indiana
$10K – – –
RWB
1124
RMR Wealth Builders
New Jersey
$10K +$10K +101 New
SIC
1125
Samalin Investment Counsel
New York
$10K +$10K +113 New
43 44
45
46 47