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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 %
RRAM
1201
River Road Asset Management
Kentucky
– -$206K -2,375 Closed
BCMO
1202
Buckingham Capital Management (Ohio)
Ohio
– -$203K -2,339 Closed
ACP
1203
Aviance Capital Partners
Florida
– -$201K -2,313 Closed
KWA
1204
KCS Wealth Advisory
California
– -$175K -2,019 Closed
QCIG
1205
Quad-Cities Investment Group
Iowa
– -$144K -1,662 Closed
DMK
1206
David M. Knott
– -$130K -1,500 Closed
PAM
1207
Panagora Asset Management
Massachusetts
– -$102K -1,169 Closed
NCM
1208
Next Capital Management
New York
– -$87K -1,000 Closed
BL
1209
Balentine LLC
Georgia
– -$86K -993 Closed
AM
1210
Atwater Malick
Pennsylvania
– -$78K -900 Closed
PCM
1211
Princeton Capital Management
New Jersey
– -$67K -770 Closed
H
1212
Hexavest
Quebec, Canada
– -$57K -657 Closed
GSWM
1213
Golden State Wealth Management
California
– -$56K -650 Closed
NCM
1214
Nelson Capital Management
California
– -$53K -614 Closed
CIM
1215
Contravisory Investment Management
Massachusetts
– -$49K -569 Closed
GWAG
1216
Garrett Wealth Advisory Group
Texas
– -$47.5K -546 Closed
TC
1217
Truvestments Capital
Florida
– -$45K -513 Closed
HCM
1218
Hilton Capital Management
New York
– -$26K -300 Closed
PCIA
1219
Prime Capital Investment Advisors
Kansas
– -$20K -230 Closed
HS
1220
Horan Securities
United States
– -$11K -125 Closed
AP
1221
Advisors Preferred
Maryland
– -$10K -120 Closed
NIC
1222
Northwest Investment Counselors
Oregon
– -$7K -75 Closed
WCM
1223
Whitener Capital Management
North Carolina
– -$5K -66 Closed
LFG
1224
Larson Financial Group
Missouri
– -$5K -61 Closed
OSNBOA
1225
Old Second National Bank of Aurora
Illinois
– -$5K -57 Closed
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