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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 %
KFS
126
Kurt F. Somerville
$17.3M +$21.2K +246 +0.1%
Massachusetts Financial Services
127
Massachusetts Financial Services
Massachusetts
$16.6M -$28.9K -336 -0.2%
BFS
128
Bradley Foster & Sargent
Connecticut
$16.5M +$303K +3,514 +2%
TG
129
TCW Group
California
$16.5M -$3.49M -40,551 -17%
RJFSA
130
Raymond James Financial Services Advisors
Florida
$16.5M +$3.2M +37,097 +24%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$16.2M +$1.81M +21,068 +13%
TD Asset Management
132
TD Asset Management
Ontario, Canada
$16.2M -$2.91M -33,756 -15%
TBC
133
Tweedy, Browne Co
Connecticut
$15.7M -$830K -9,638 -5%
EWA
134
Exencial Wealth Advisors
Oklahoma
$15.6M -$3.48M -40,434 -18%
Allianz Asset Management
135
Allianz Asset Management
Germany
$15.4M +$1.15M +13,331 +8%
Citadel Advisors
136
Citadel Advisors
Florida
$15.4M -$9.68M -112,327 -39%
CIM
137
Corda Investment Management
Texas
$15.3M +$28.4K +330 +0.2%
JGUA
138
John G. Ullman & Associates
New York
$15.3M -$236K -2,734 -2%
Truist Financial
139
Truist Financial
North Carolina
$15.2M -$1.12M -13,058 -7%
GGI
140
Godsey & Gibb Inc
Virginia
$14.9M +$637K +7,394 +4%
Comerica Bank
141
Comerica Bank
Texas
$14.5M +$52.9K +721 +0.4%
LPL Financial
142
LPL Financial
California
$14.3M +$996K +11,563 +7%
GJIC
143
Gamble Jones Investment Counsel
California
$14.1M +$453K +5,259 +3%
SI
144
Scout Investments
Missouri
$13.3M +$755K +8,769 +6%
CGT
145
Capital Guardian Trust
California
$13.2M +$851K +9,929 +7%
NPF
146
Norris Perne & French
Michigan
$13M +$301K +3,498 +2%
TCIM
147
TIAA CREF Investment Management
New York
$12.9M +$12.9M +150,242 New
OMC
148
Old Mission Capital
Illinois
$12.8M +$12.8M +148,075 New
CCM
149
Chilton Capital Management
Texas
$12.7M +$211K +2,448 +2%
CSIC
150
Clifford Swan Investment Counsel
California
$12.6M -$202K -2,342 -2%
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