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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.

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
1
Loomis, Sayles & Company
Massachusetts
$972M
2
Jennison Associates
2
Jennison Associates
New York
$269M
3
BlackRock
3
BlackRock
New York
$422M
4
Aristotle Capital Management
4
Aristotle Capital Management
California
$548M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$625M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.39B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$569M
3
Franklin Resources
3
Franklin Resources
California
$1.12B
4
State Street
4
State Street
Massachusetts
$210M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
101
HighTower Advisors
Illinois
$21.1M +$431K +4,539 +2%
CIM
102
Confluence Investment Management
Missouri
$21.1M -$1.07M -11,671 -5%
William Blair & Company
103
William Blair & Company
Illinois
$20.6M +$4.05M +42,785 +24%
ACM
104
Advisors Capital Management
New Jersey
$20.2M +$1,000K +10,558 +5%
TCM
105
Tekla Capital Management
Massachusetts
$20M -$3.64M -38,400 -15%
MF
106
Magnetar Financial
Illinois
$19.9M +$14.8M +156,182 +289%
EWA
107
Exencial Wealth Advisors
Oklahoma
$19.8M +$1.92M +20,243 +11%
HTHT
108
Hemenway Trust Hemenway Trust
New Hampshire
$19.5M +$116K +1,221 +0.6%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$19.5M +$2.19M +23,079 +13%
PAS
110
Professional Advisory Services
Florida
$19.2M +$453K +4,780 +2%
SFM
111
Sphera Funds Management
Israel
$18.9M +$18.9M +200,000 New
Capital World Investors
112
Capital World Investors
California
$18.9M +$150K +1,580 +0.8%
FCI
113
Financial Counselors Inc
Kansas
$18.9M +$259K +2,739 +1%
LPL Financial
114
LPL Financial
California
$18.6M +$922K +9,737 +5%
MTC
115
McDaniel Terry & Co
Texas
$18.5M -$165K -1,744 -0.9%
EIA
116
Edgemoor Investment Advisors
Maryland
$18.3M -$568 -6 -0%
BG
117
Bahl & Gaynor
Ohio
$17.9M -$433K -4,578 -2%
FFIC
118
First Fiduciary Investment Counsel
Ohio
$17.9M +$550K +5,805 +3%
BFS
119
Bradley Foster & Sargent
Connecticut
$17.6M -$870K -9,184 -5%
NA
120
NewEdge Advisors
Louisiana
$16.7M +$1.69M +17,856 +11%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$16.6M -$889K -9,389 -5%
Capital Fund Management (CFM)
122
Capital Fund Management (CFM)
France
$16.6M +$11.4M +120,174 +217%
KFS
123
Kurt F. Somerville
$16.3M -$149K -1,572 -0.9%
Comerica Bank
124
Comerica Bank
Texas
$16.3M -$15.8K -165 -0.1%
American Century Companies
125
American Century Companies
Missouri
$16.1M +$565K +5,964 +4%
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5
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