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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.

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

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$111M
3
BlackRock
3
BlackRock
New York
$85.6M
4
Franklin Resources
4
Franklin Resources
California
$733M
5
Jennison Associates
5
Jennison Associates
New York
$17.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
101
Bartlett & Co
Ohio
$19.6M 237,663 +237,663 New
GC
102
Guardian Capital
Ontario, Canada
$19.5M 237,048 +1,557 +0.7%
RJFSA
103
Raymond James Financial Services Advisors
Florida
$19.4M 235,323 +29,849 +15%
M&T Bank
104
M&T Bank
New York
$19.4M 235,085 +5,584 +2%
HighTower Advisors
105
HighTower Advisors
Illinois
$18M 219,413 -3,257 -1%
EWA
106
Exencial Wealth Advisors
Oklahoma
$17.9M 217,509 +8,824 +4%
Jennison Associates
107
Jennison Associates
New York
$17.8M 215,883 -2,626,060 -92%
ACM
108
Advisors Capital Management
New Jersey
$17.8M 215,650 +2,685 +1%
HTHT
109
Hemenway Trust Hemenway Trust
New Hampshire
$17.4M 211,201 +4,907 +2%
William Blair & Company
110
William Blair & Company
Illinois
$17.3M 209,445 -8,234 -4%
FCI
111
Financial Counselors Inc
Kansas
$17.2M 208,004 +8,468 +4%
LPL Financial
112
LPL Financial
California
$17.1M 206,979 +10,698 +5%
MTC
113
McDaniel Terry & Co
Texas
$16.6M 201,220 +6,101 +3%
PAS
114
Professional Advisory Services
Florida
$16.5M 200,585 -2,369 -1%
NA
115
NewEdge Advisors
Louisiana
$16M 194,329 +18,255 +10%
EIA
116
Edgemoor Investment Advisors
Maryland
$15.5M 188,134 -4,940 -3%
BFS
117
Bradley Foster & Sargent
Connecticut
$15.5M 187,829 +1,760 +0.9%
FFIC
118
First Fiduciary Investment Counsel
Ohio
$15.5M 187,633 -901 -0.5%
Comerica Bank
119
Comerica Bank
Texas
$15M 168,591 -1,129 -0.7%
TCM
120
Tekla Capital Management
Massachusetts
$14.8M 179,847 -31,200 -15%
KFS
121
Kurt F. Somerville
$14.5M 176,371 +4,035 +2%
BG
122
Bahl & Gaynor
Ohio
$14.4M 174,534 -14,704 -8%
TD Asset Management
123
TD Asset Management
Ontario, Canada
$14.1M 170,887 +9,987 +6%
Allianz Asset Management
124
Allianz Asset Management
Germany
$13.9M 168,185 +8,464 +5%
GGI
125
Godsey & Gibb Inc
Virginia
$13.7M 166,207 -1,464 -0.9%
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5
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