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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.

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

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$2.39B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$569M
3
Franklin Resources
Franklin Resources
California
$1.12B
4
State Street
State Street
Massachusetts
$210M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GGI
126
Godsey & Gibb Inc
Virginia
$15.9M +$336K +3,545 +2%
Voloridge Investment Management
127
Voloridge Investment Management
Florida
$15.8M -$1.2M -12,712 -7%
CIM
128
Corda Investment Management
Texas
$15.6M +$69.4K +733 +0.4%
TD Asset Management
129
TD Asset Management
Ontario, Canada
$15.2M -$96.3K -1,017 -0.6%
Allianz Asset Management
130
Allianz Asset Management
Germany
$15.1M +$1.03M +10,865 +7%
BCAM
131
Boston Common Asset Management
Massachusetts
$14.8M +$10.9K +115 +0.1%
JGUA
132
John G. Ullman & Associates
New York
$14.7M -$263K -2,775 -2%
TBC
133
Tweedy, Browne Co
Connecticut
$14.6M -$127K -1,345 -0.9%
UBS AM
134
UBS AM
Illinois
$14.2M -$4.03M -42,547 -22%
GJIC
135
Gamble Jones Investment Counsel
California
$13.9M -$200K -2,108 -1%
Massachusetts Financial Services
136
Massachusetts Financial Services
Massachusetts
$13.4M -$2.45M -25,854 -15%
Mirae Asset Global Investments
137
Mirae Asset Global Investments
South Korea
$13.4M +$1.78M +18,783 +15%
SI
138
Scout Investments
Missouri
$13.1M -$326K -3,444 -2%
FNBOO
139
First National Bank of Omaha
Nebraska
$13M +$166K +1,756 +1%
FNBT
140
FineMark National Bank & Trust
Florida
$13M +$490K +5,178 +4%
RFA
141
Reilly Financial Advisors
California
$13M +$579K +6,118 +5%
RG
142
Renaissance Group
Kentucky
$12.8M -$25K -264 -0.2%
NPF
143
Norris Perne & French
Michigan
$12.6M -$57.6K -608 -0.5%
PNC
144
Park National Corp
Ohio
$12.6M -$199K -2,100 -2%
CCM
145
Chilton Capital Management
Texas
$12.4M -$44.1K -466 -0.4%
EPAM
146
Euro Pacific Asset Management
Puerto Rico
$12.1M +$12.1M +127,597 New
Connor, Clark & Lunn Investment Management (CC&L)
147
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12M -$2.5M -26,425 -17%
GD
148
Grandfield & Dodd
New York
$12M +$159K +1,680 +1%
OCAM
149
Onex Canada Asset Management
Ontario, Canada
$12M +$1.39M +15,030 +13%
Adage Capital Partners
150
Adage Capital Partners
Massachusetts
$11.8M +$11.8M +125,000 New
4 5
6
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