NVS icon

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 %
T. Rowe Price Associates
176
T. Rowe Price Associates
Maryland
$8.72M +$6.05M +63,914 +227%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$8.5M -$48K -507 -0.6%
CTA
178
Carillon Tower Advisers
Florida
$8.39M -$326K -3,444 -4%
TTWM
179
TCV Trust & Wealth Management
Virginia
$8.39M +$8.39M +88,654 New
BCM
180
Buckhead Capital Management
Georgia
$8.33M -$325K -3,437 -4%
RFM
181
Royal Fund Management
Florida
$8.17M +$109K +1,154 +1%
BCB
182
Brian C. Broderick
$8.16M -$59.4K -627 -0.7%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$8.08M – – –
PMG
184
ProVise Management Group
Florida
$8.05M -$30.8K -325 -0.4%
CCM
185
Cohen Capital Management
California
$7.84M – – –
WF
186
Welch & Forbes
Massachusetts
$7.82M -$107K -1,130 -1%
Baird Financial Group
187
Baird Financial Group
Wisconsin
$7.81M -$237K -2,501 -3%
EVM
188
Evelyn V. Moreno
$7.78M -$230K -2,426 -3%
First Manhattan
189
First Manhattan
New York
$7.63M -$242K -2,553 -3%
GG
190
Greenwood Gearhart
Arkansas
$7.58M +$53.3K +563 +0.7%
GIM
191
Grassi Investment Management
California
$7.51M +$277K +2,925 +4%
Deutsche Bank
192
Deutsche Bank
Germany
$7.44M +$806K +8,515 +12%
PA
193
Pinnacle Associates
New York
$7.4M +$40.1K +424 +0.5%
DP
194
Dearborn Partners
Illinois
$7.33M +$395K +4,175 +6%
Creative Planning
195
Creative Planning
Kansas
$7.33M +$322K +3,400 +5%
SWK
196
Stephen W. Kidder
$7.3M -$149K -1,578 -2%
CNB
197
Camden National Bank
Maine
$7.3M +$248K +2,619 +4%
ISL
198
Ingalls & Snyder LLC
New York
$7.24M +$913K +9,640 +14%
ECM
199
ETrade Capital Management
Virginia
$7.01M +$422K +4,461 +6%
VV
200
Verity & Verity
South Carolina
$6.92M -$296K -3,131 -4%
6 7
8
9 10