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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 %
WCM
1151
Weld Capital Management
New York
– -$445K -5,782 Closed
BC
1152
Banced Corp
Illinois
– -$422K -5,483 Closed
GQG Partners
1153
GQG Partners
Florida
– -$393K -5,108 Closed
BCM
1154
Bayesian Capital Management
New York
– -$386K -5,022 Closed
CA
1155
Continuum Advisory
Idaho
– -$366K -4,766 Closed
FBT
1156
First Bankers Trust
Kentucky
– -$352K -4,576 Closed
Squarepoint
1157
Squarepoint
New York
– -$327K -4,258 Closed
CWM
1158
Centric Wealth Management
Illinois
– -$305K -3,967 Closed
NIT
1159
NumerixS Investment Technologies
British Columbia, Canada
– -$290K -3,794 Closed
ER
1160
Enlightenment Research
Florida
– -$292K -3,794 Closed
DTL
1161
Dynamic Technology Lab
Singapore
– -$276K -3,591 Closed
VCM
1162
Vivaldi Capital Management
Illinois
– -$274K -3,563 Closed
SRSA
1163
S.R. Schill & Associates
Washington
– -$250K -3,252 Closed
ECM
1164
ExodusPoint Capital Management
New York
– -$243K -3,156 Closed
AWM
1165
Alterna Wealth Management
Texas
– -$223K -2,983 Closed
GLA
1166
Good Life Advisors
Pennsylvania
– -$225K -2,925 Closed
TAM
1167
Trillium Asset Management
Massachusetts
– -$219K -2,852 Closed
DAC
1168
Dividend Assets Capital
South Carolina
– -$212K -2,762 Closed
PPSG
1169
Princeton Portfolio Strategies Group
New Jersey
– -$212K -2,752 Closed
HL
1170
Harding Loevner
New Jersey
– -$150K -1,953 Closed
RWA
1171
River Wealth Advisors
Pennsylvania
– -$131K -1,700 Closed
WANY
1172
Wealthspire Advisors (New York)
New York
– -$97K -1,261 Closed
DWM
1173
Doyle Wealth Management
Florida
– -$84K -1,091 Closed
BC
1174
Barnett & Company
Tennessee
– -$51K -662 Closed
HT
1175
Heritage Trust
Oklahoma
– -$40K -519 Closed
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