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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 %
WIC
151
Wilkins Investment Counsel
Massachusetts
$11.6M +$49.7K +525 +0.4%
MIM
152
Martin Investment Management
Florida
$11.6M +$239K +2,521 +2%
TBA
153
Tower Bridge Advisors
Pennsylvania
$11.4M +$667K +7,048 +6%
Jones Financial Companies
154
Jones Financial Companies
Missouri
$11.4M +$75.7K +799 +0.7%
AAM
155
Advisors Asset Management
Colorado
$11.2M +$729K +7,695 +7%
GHA
156
GW Henssler & Associates
Georgia
$11.2M +$671K +7,090 +6%
RCYC
157
Richard C. Young & Co
Rhode Island
$10.6M +$228K +2,411 +2%
TCOV
158
Trust Company of Vermont
Vermont
$10.3M -$99.4K -1,050 -1%
TG
159
TCW Group
California
$10.3M +$344K +3,631 +3%
AAIM
160
American Assets Investment Management
California
$10.3M – – –
CSIC
161
Clifford Swan Investment Counsel
California
$10.2M -$733K -7,739 -7%
FT
162
Fiduciary Trust
Massachusetts
$10.1M -$302K -3,185 -3%
AIA
163
Avalon Investment & Advisory
Texas
$10.1M +$808K +8,530 +9%
VanEck Associates
164
VanEck Associates
New York
$10.1M +$2.37M +25,077 +31%
BC
165
Brinker Capital
Pennsylvania
$9.75M +$642K +6,758 +7%
DP
166
DDD Partners
Washington
$9.63M -$179K -1,895 -2%
GT
167
Glenmede Trust
Pennsylvania
$9.57M -$57.5K -607 -0.6%
RG
168
Rathbones Group
United Kingdom
$9.47M +$108K +1,142 +1%
ECG
169
Edge Capital Group
Georgia
$9.46M -$1.38M -14,539 -13%
CGH
170
Crossmark Global Holdings
Texas
$9.41M +$2.2M +23,182 +30%
MJP
171
Michael J. Puzo
$9.39M -$72.9K -770 -0.8%
CT
172
Cambridge Trust
Massachusetts
$9.38M +$172K +1,816 +2%
GF
173
Gabelli Funds
New York
$9.37M -$94.7K -1,000 -1%
Ensign Peak Advisors
174
Ensign Peak Advisors
Utah
$9.13M +$9.13M +96,448 New
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$9.01M +$688K +7,265 +8%
5 6
7
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