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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 %
ERIM
1201
Eagle Ridge Investment Management
Connecticut
– -$213K -2,247 Closed
WPW
1202
Waldron Private Wealth
Pennsylvania
– -$212K -2,245 Closed
SHA
1203
Seneca House Advisors
Virginia
– -$210K -2,222 Closed
BWCS
1204
Beirne Wealth Consulting Services
Connecticut
– -$210K -2,214 Closed
BAM
1205
Berkshire Asset Management
Pennsylvania
– -$204K -2,153 Closed
BIM
1206
Baldwin Investment Management
Pennsylvania
– -$203K -2,142 Closed
IDBONY
1207
Israel Discount Bank of New York
New York
– -$203K -2,142 Closed
BIA
1208
Bigelow Investment Advisors
Maine
– -$201K -2,124 Closed
SCM
1209
Stevens Capital Management
Pennsylvania
– -$201K -2,122 Closed
CHAM
1210
Clear Harbor Asset Management
Connecticut
– -$144K -1,516 Closed
BRC
1211
Bell Rock Capital
Delaware
– -$127K -1,337 Closed
SBSB
1212
Sullivan, Bruyette, Speros & Blaney
Virginia
– -$126K -1,335 Closed
THWM
1213
Taylor Hoffman Wealth Management
Virginia
– -$95K -1,000 Closed
HCA
1214
Horan Capital Advisors
Ohio
– -$91K -965 Closed
FWM
1215
Filbrandt Wealth Management
Wisconsin
– -$79K -850 Closed
ACM
1216
Anfield Capital Management
California
– -$80K -829 Closed
ONST
1217
Old North State Trust
North Carolina
– -$71K -754 Closed
HWM
1218
Howard Wealth Management
Connecticut
– -$70K -745 Closed
CG
1219
Cutler Group
California
– -$66K -700 Closed
CLOS
1220
Compagnie Lombard Odier SCmA
Switzerland
– -$47K -500 Closed
BCI
1221
Brinker Capital Investments
Pennsylvania
– -$38K -405 Closed
PA
1222
PSI Advisors
Florida
– -$32K -338 Closed
CMA
1223
Cedar Mountain Advisors
Oregon
– -$29K -302 Closed
CH
1224
Canton Hathaway
Rhode Island
– -$26K -277 Closed
TA
1225
TFG Advisers
Michigan
– -$18K -195 Closed
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