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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 %
M&T Bank
101
M&T Bank
New York
$22.8M +$33.6K +390 +0.1%
SL
102
Summitry LLC
California
$22.3M -$16.4M -190,645 -42%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$22.1M +$1.35M +15,617 +6%
US Bancorp
104
US Bancorp
Minnesota
$21.8M -$6.44M -74,807 -23%
FFIC
105
First Fiduciary Investment Counsel
Ohio
$21.6M -$800K -9,285 -4%
CIM
106
Confluence Investment Management
Missouri
$21M +$410K +4,756 +2%
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$20.9M +$2.48M +28,843 +13%
PAS
108
Professional Advisory Services
Florida
$20.7M -$140K -1,620 -0.7%
OA
109
Oak Associates
Ohio
$20.2M +$3.72M +43,172 +23%
TA
110
Teachers Advisors
New York
$20M +$20M +232,339 New
BG
111
Bahl & Gaynor
Ohio
$19.7M -$336K -3,906 -2%
SAM
112
Sectoral Asset Management
Quebec, Canada
$19.6M -$904K -10,491 -4%
HTHT
113
Hemenway Trust Hemenway Trust
New Hampshire
$19.4M +$1.98M +23,022 +11%
EIA
114
Edgemoor Investment Advisors
Maryland
$19.4M -$31.7K -368 -0.2%
CFB
115
Cullen/Frost Bankers
Texas
$19.2M +$2.53M +29,472 +15%
FCI
116
Financial Counselors Inc
Kansas
$19.1M +$199K +2,308 +1%
MTC
117
McDaniel Terry & Co
Texas
$19M +$72.4K +841 +0.4%
HighTower Advisors
118
HighTower Advisors
Illinois
$18.8M -$53.9K -625 -0.3%
OCAM
119
Onex Canada Asset Management
Ontario, Canada
$18.6M -$2.37M -27,455 -11%
Capital World Investors
120
Capital World Investors
California
$18.6M -$23.7M -275,652 -56%
BCAM
121
Boston Common Asset Management
Massachusetts
$18.5M -$5.94K -69 -0%
PNC
122
Park National Corp
Ohio
$18.3M -$3.44M -39,901 -16%
Parallax Volatility Advisers
123
Parallax Volatility Advisers
California
$18M +$18M +208,854 +32,839%
William Blair & Company
124
William Blair & Company
Illinois
$17.3M +$189K +2,194 +1%
ACM
125
Advisors Capital Management
New Jersey
$17.3M +$35.3K +412 +0.2%
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5
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