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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 %
DP
176
DDD Partners
Washington
$9.96M +$110K +1,279 +1%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$9.65M -$210K -2,435 -2%
WCM
178
Wallace Capital Management
Texas
$9.62M +$59.8K +694 +0.6%
Adage Capital Partners
179
Adage Capital Partners
Massachusetts
$9.61M -$9.61M -111,600 -50%
SFM
180
Sphera Funds Management
Israel
$9.61M +$9.61M +111,600 New
MIM
181
Martin Investment Management
Florida
$9.34M +$9.34M +108,369 New
GHA
182
GW Henssler & Associates
Georgia
$9.33M +$154K +1,783 +2%
VV
183
Verity & Verity
South Carolina
$9.28M -$1.13M -13,174 -11%
RCYC
184
Richard C. Young & Co
Rhode Island
$9.26M +$9.26M +107,520 New
UCFA
185
United Capital Financial Advisors
Texas
$9.22M -$454K -5,275 -5%
BC
186
Brinker Capital
Pennsylvania
$9.19M -$63.8K -738 -0.7%
MJP
187
Michael J. Puzo
$9.13M +$6.2K +72 +0.1%
D.E. Shaw & Co
188
D.E. Shaw & Co
New York
$8.92M -$60.6M -703,162 -87%
PSC
189
Prentiss Smith & Co
Vermont
$8.86M -$2.81M -32,615 -24%
CCMIC
190
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$8.74M +$186K +2,159 +2%
WF
191
Welch & Forbes
Massachusetts
$8.73M -$214K -2,488 -2%
BCB
192
Brian C. Broderick
$8.42M -$147K -1,710 -2%
SIS
193
Susquehanna International Securities
Ireland
$8.38M +$2.2M +25,496 +36%
PMG
194
ProVise Management Group
Florida
$8.31M -$205K -2,375 -2%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$8.21M +$1.81M +21,036 +28%
BCM
196
Buckhead Capital Management
Georgia
$8.11M +$1.01M +11,729 +14%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$8.08M +$6.61M +80,852 +450%
ACI
198
AMP Capital Investors
Australia
$8.06M +$2.29M +26,706 +40%
Russell Investments Group
199
Russell Investments Group
United Kingdom
$8.02M +$2.14M +24,933 +36%
EVM
200
Evelyn V. Moreno
$8M +$10.1K +117 +0.1%
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