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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 %
NPF
126
Norris Perne & French
Michigan
$13.7M 166,142 +32,750 +25%
CIM
127
Corda Investment Management
Texas
$13.7M 165,770 +1,107 +0.7%
BCAM
128
Boston Common Asset Management
Massachusetts
$13.3M 161,883 +5,780 +4%
Capital Fund Management (CFM)
129
Capital Fund Management (CFM)
France
$13.3M 161,403 -14,133 -8%
GHA
130
GW Henssler & Associates
Georgia
$13M 157,206 +39,354 +33%
JGUA
131
John G. Ullman & Associates
New York
$12.6M 152,835 -2,515 -2%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$12.6M 150,363 -25,229 -14%
TBC
133
Tweedy, Browne Co
Connecticut
$12.5M 151,610 -2,185 -1%
Toronto Dominion Bank
134
Toronto Dominion Bank
Ontario, Canada
$12.5M 151,053 +137,918 +1,050%
GJIC
135
Gamble Jones Investment Counsel
California
$12M 145,937 -1,267 -0.9%
Osaic Holdings
136
Osaic Holdings
Arizona
$11.7M 229,306 +229,306 New
RFA
137
Reilly Financial Advisors
California
$11.6M 140,914 +3,757 +3%
SFM
138
Sphera Funds Management
Israel
$11.5M 140,000 -60,000 -30%
FNBT
139
FineMark National Bank & Trust
Florida
$11.5M 139,666 +2,460 +2%
Mirae Asset Global Investments
140
Mirae Asset Global Investments
South Korea
$11.5M 139,038 -1,950 -1%
SI
141
Scout Investments
Missouri
$11.4M 137,912 -157 -0.1%
CCM
142
Chilton Capital Management
Texas
$11.1M 135,186 +4,654 +4%
American Century Companies
143
American Century Companies
Missouri
$11.1M 134,801 -35,450 -21%
GIA
144
Guyasuta Investment Advisors
Pennsylvania
$11.1M 134,625 +117,938 +707%
FNBOO
145
First National Bank of Omaha
Nebraska
$11M 133,426 -3,788 -3%
MIM
146
Martin Investment Management
Florida
$11M 133,246 +10,935 +9%
AAM
147
Advisors Asset Management
Colorado
$10.9M 132,757 +14,079 +12%
TBA
148
Tower Bridge Advisors
Pennsylvania
$10.7M 130,324 +9,557 +8%
Jones Financial Companies
149
Jones Financial Companies
Missouri
$10.7M 129,593 +8,890 +7%
GD
150
Grandfield & Dodd
New York
$10.6M 129,023 +1,985 +2%
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