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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 %
LWA
1126
Lowe Wealth Advisors
Maryland
$2K – – –
AIS
1127
Accurate Investment Solutions
Pennsylvania
$2K – – –
VRM
1128
Vectors Research Management
New York
$2K – – –
1IA
1129
1834 Investment Advisors
Wisconsin
$2K – – –
OFW
1130
Omnia Family Wealth
Florida
$2K +$2K +28 New
CF
1131
Centaurus Financial
California
$1.42K +$19 +2 +1%
Koshinski Asset Management
1132
Koshinski Asset Management
Illinois
$274 -$69 -800 -20%
MAM
1133
Majedie Asset Management
United Kingdom
– -$56M -712,521 Closed
Balyasny Asset Management
1134
Balyasny Asset Management
Illinois
– -$20.2M -262,463 Closed
PI
1135
PEAK6 Investments
Illinois
– -$4.31M -56,095 Closed
QT
1136
Quantbot Technologies
New York
– -$2.6M -33,794 Closed
CI
1137
Cowen Inc
New York
– -$2.15M -27,900 Closed
QIM
1138
Quest Investment Management
Oregon
– -$1.59M -20,673 Closed
HI
1139
HBK Investments
Texas
– -$1.53M -19,913 Closed
APFBOT
1140
Amica Pension Fund Board of Trustees
Rhode Island
– -$1.43M -18,531 Closed
GC
1141
Grace Capital
Massachusetts
– -$1.39M -18,103 Closed
LC
1142
Lourd Capital
California
– -$1.32M -17,200 Closed
CP
1143
Camelot Portfolios
Ohio
– -$863K -11,230 Closed
RBFC
1144
Roman Butler Fullerton & Co
Missouri
– -$856K -10,849 Closed
BAM
1145
Blueshift Asset Management
New Jersey
– -$821K -10,676 Closed
Verition Fund Management
1146
Verition Fund Management
Connecticut
– -$772K -10,043 Closed
WAM
1147
Wolverine Asset Management
Illinois
– -$718K -9,345 Closed
GC
1148
Garde Capital
Washington
– -$661K -8,599 Closed
FRM
1149
Fox Run Management
Connecticut
– -$534K -6,940 Closed
FI
1150
Fosun International
China
– -$532K -6,919 Closed
44 45
46
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