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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 %
Twin Tree Management
1151
Twin Tree Management
Texas
$4K +$4K +37 New
PP
1152
Pacifica Partners
Canada
$4K +$4K +44 New
FCH
1153
Freestone Capital Holdings
Washington
$4K +$430 +4,540 +12%
1NWS
1154
1 North Wealth Services
Maryland
$3K – – –
LFG
1155
LifePlan Financial Group
Ohio
$3K – – –
IFAM
1156
Institutional & Family Asset Management
Colorado
$3K – – –
CWA
1157
Capital Wealth Alliance
Arizona
$3K +$3K +30 New
CCM
1158
Cribstone Capital Management
Maine
$2K -$25.8K -323 -93%
LWA
1159
Lowe Wealth Advisors
Maryland
$2K -$9.52K -100 -83%
AIS
1160
Accurate Investment Solutions
Pennsylvania
$2K – – –
VRM
1161
Vectors Research Management
New York
$2K – – –
AIC
1162
Archer Investment Corporation
Indiana
$2K – – –
SFG
1163
Sowa Financial Group
Rhode Island
$2K +$2K +19 New
AWM
1164
Atticus Wealth Management
Florida
$2K +$2K +24 New
LWM
1165
Lionsbridge Wealth Management
Florida
$2K +$2K +27 New
AC
1166
Asio Capital
Kentucky
$1.3K +$1.3K +13,768 New
PGAM
1167
Princeton Global Asset Management
New Jersey
$1.22K +$124 +1,305 +11%
CYG
1168
Clean Yield Group
Vermont
$1K -$21.2K -233 -95%
NDSI
1169
Newman Dignan & Sheerar Inc
Rhode Island
$399 +$18 +189 +5%
SHWM
1170
Silicon Hills Wealth Management
Texas
$62 +$62 +3 New
Point72 Asset Management
1171
Point72 Asset Management
Connecticut
– -$47M -541,255 Closed
SC
1172
Sculptor Capital
New York
– -$28.5M -327,782 Closed
SAM
1173
Sectoral Asset Management
Quebec, Canada
– -$12.8M -147,846 Closed
SIS
1174
Susquehanna International Securities
Ireland
– -$6.8M -78,195 Closed
QT
1175
Quantbot Technologies
New York
– -$6.65M -76,531 Closed
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