NVS icon

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 %
OCAM
151
Onex Canada Asset Management
Ontario, Canada
$10.5M 127,953 -1,076 -0.8%
PNC
152
Park National Corp
Ohio
$10.3M 124,688 -8,641 -6%
RG
153
Renaissance Group
Kentucky
$10.3M 124,597 -10,093 -7%
Federated Hermes
154
Federated Hermes
Pennsylvania
$10.2M 123,174 +63,830 +108%
PL
155
Parkwood LLC
Ohio
$10.1M 122,117 +49,818 +69%
WIC
156
Wilkins Investment Counsel
Massachusetts
$10M 121,620 -925 -0.8%
RCYC
157
Richard C. Young & Co
Rhode Island
$9.63M 116,749 +4,591 +4%
GT
158
Glenmede Trust
Pennsylvania
$9.57M 101,035 – –
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$9.39M 113,899 +18,784 +20%
VanEck Associates
160
VanEck Associates
New York
$9.34M 113,237 +7,031 +7%
BC
161
Brinker Capital
Pennsylvania
$9.22M 111,575 +8,831 +9%
MCM
162
Moore Capital Management
New York
$9.07M 110,000 +110,000 New
TCOV
163
Trust Company of Vermont
Vermont
$9.03M 109,481 +382 +0.4%
TG
164
TCW Group
California
$8.97M 108,821 +76 +0.1%
AAIM
165
American Assets Investment Management
California
$8.96M 108,610 – –
CIBC World Market
166
CIBC World Market
Ontario, Canada
$8.72M 105,786 +34,173 +48%
DP
167
DDD Partners
Washington
$8.7M 105,504 +3,819 +4%
FT
168
Fiduciary Trust
Massachusetts
$8.69M 105,445 -1,124 -1%
CSIC
169
Clifford Swan Investment Counsel
California
$8.67M 105,094 -2,569 -2%
AIA
170
Avalon Investment & Advisory
Texas
$8.56M 103,781 -2,694 -3%
CT
171
Cambridge Trust
Massachusetts
$8.3M 100,619 +1,597 +2%
RG
172
Rathbones Group
United Kingdom
$8.24M 99,989 -40 -0%
CS
173
Credit Suisse
Switzerland
$8.21M 99,541 +69,770 +234%
MJP
174
Michael J. Puzo
$8.18M 99,204 +1 +0%
LG
175
LaFleur & Godfrey
Michigan
$8.17M 99,034 +27,995 +39%
5 6
7
8 9