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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 %
GF
176
Gabelli Funds
New York
$8.16M 99,000 – –
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$8.08M 88,552 – –
CGH
178
Crossmark Global Holdings
Texas
$7.77M 94,175 -5,146 -5%
BCM
179
Buckhead Capital Management
Georgia
$7.76M 94,151 +6,134 +7%
Baird Financial Group
180
Baird Financial Group
Wisconsin
$7.55M 91,571 +9,088 +11%
TTWM
181
TCV Trust & Wealth Management
Virginia
$7.45M 90,327 +1,673 +2%
Creative Planning
182
Creative Planning
Kansas
$7.4M 89,797 +12,404 +16%
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$7.39M 89,668 -123 -0.1%
PGFC
184
Peapack-Gladstone Financial Corp
New Jersey
$7.3M 88,564 +34,352 +63%
EPAM
185
Euro Pacific Asset Management
Puerto Rico
$7.22M 83,371 -44,226 -35%
CTA
186
Carillon Tower Advisers
Florida
$7.18M 87,130 -1,518 -2%
GIM
187
Grassi Investment Management
California
$7.18M 87,046 +7,690 +10%
BCB
188
Brian C. Broderick
$7.12M 86,387 +212 +0.2%
CCM
189
Cohen Capital Management
California
$6.9M 83,653 +870 +1%
ECM
190
ETrade Capital Management
Virginia
$6.88M 83,453 +9,430 +13%
NCM
191
Narwhal Capital Management
Georgia
$6.86M 83,160 +12,612 +18%
ECG
192
Edge Capital Group
Georgia
$6.81M 82,625 -17,287 -17%
WF
193
Welch & Forbes
Massachusetts
$6.79M 82,297 -250 -0.3%
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$6.75M 81,921 +14,901 +22%
PMG
195
ProVise Management Group
Florida
$6.75M 81,873 -3,138 -4%
Citadel Advisors
196
Citadel Advisors
Florida
$6.75M 81,811 +67,135 +457%
First Manhattan
197
First Manhattan
New York
$6.74M 81,773 +1,178 +1%
EVM
198
Evelyn V. Moreno
$6.72M 81,502 -683 -0.8%
GG
199
Greenwood Gearhart
Arkansas
$6.66M 80,784 +756 +0.9%
IHL
200
Investment House LLC
California
$6.54M 79,373 +10,622 +15%
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