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Novartis
NVS

Overview Fund Activity

1,132 hedge funds and large institutions have $20.4B invested in Novartis in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 423 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-39
Holders Change %
-3.33%
% of All Funds
25.01%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.66%
New
87
Increased
423
Reduced
456
Closed
110
Calls
$158M
Puts
$107M
Net Calls
+$50.7M
Net Calls Change
-$20.4M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$431M
2
Renaissance Technologies
Renaissance Technologies
New York
$700M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$637M
4
Boston Partners
Boston Partners
Massachusetts
$271M
5
FAM
Fred Alger Management
New York
$126M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$111M
3
BlackRock
BlackRock
New York
$85.6M
4
Franklin Resources
Franklin Resources
California
$733M
5
Jennison Associates
Jennison Associates
New York
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
1176
Argent Advisors
Louisiana
– -$272K -2,879 Closed
PFM
1177
Parsec Financial Management
North Carolina
– -$268K -2,828 Closed
LPT
1178
Legacy Private Trust
Wisconsin
– -$265K -2,800 Closed
AWM
1179
Alterna Wealth Management
Texas
– -$261K -2,757 Closed
PHIMC
1180
Private Harbour Investment Management & Counsel
Ohio
– -$251K -2,650 Closed
MWPCG
1181
Measured Wealth Private Client Group
New Hampshire
– -$250K -2,638 Closed
ARMT
1182
Amica Retiree Medical Trust
Rhode Island
– -$245K -2,592 Closed
ITIM
1183
Indiana Trust & Investment Management
Indiana
– -$243K -2,568 Closed
WTFG
1184
Wells Trecaso Financial Group
Ohio
– -$241K -2,551 Closed
DY
1185
Dowling & Yahnke
California
– -$232K -2,452 Closed
Parallax Volatility Advisers
1186
Parallax Volatility Advisers
California
– -$231K -2,438 Closed
KLI
1187
Kelman-Lazarov Inc
Tennessee
– -$230K -2,430 Closed
IB
1188
Intrust Bank
Kansas
– -$230K -2,429 Closed
AIP
1189
ARS Investment Partners
New York
– -$227K -2,400 Closed
MWA
1190
Meridian Wealth Advisors
Texas
– -$227K -2,399 Closed
MFW
1191
Meristem Family Wealth
Minnesota
– -$225K -2,381 Closed
RMDI
1192
R.M. Davis Inc
Maine
– -$225K -2,374 Closed
CBFP
1193
Cedar Brook Financial Partners
Ohio
– -$223K -2,356 Closed
CIA
1194
Choate Investment Advisors
Massachusetts
– -$223K -2,352 Closed
VST
1195
Van Strum & Towne
California
– -$222K -2,345 Closed
RA
1196
RFG Advisory
Alabama
– -$220K -2,321 Closed
WA1
1197
Wimmer Associates 1
California
– -$218K -2,300 Closed
MCM
1198
Maple Capital Management
Vermont
– -$217K -2,290 Closed
WTB
1199
Washington Trust Bank
Washington
– -$216K -2,285 Closed
CL
1200
CPWM LLC
Washington
– -$214K -2,261 Closed
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