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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 %
CCM
201
Cohen Capital Management
California
$7.97M – – –
RFM
202
Royal Fund Management
Florida
$7.96M +$180K +2,084 +2%
PHS
203
Pekin Hardy Strauss
Illinois
$7.95M -$206K -2,395 -3%
UBS AM
204
UBS AM
Illinois
$7.84M -$449K -5,207 -5%
TRIM
205
Thompson Rubinstein Investment Management
Oregon
$7.81M – – –
Mirae Asset Global Investments
206
Mirae Asset Global Investments
South Korea
$7.77M -$3.37M -44,454 -30%
FGP
207
Foyston, Gordon, & Payne
Ontario, Canada
$7.74M -$3.02K -35 -0%
First Manhattan
208
First Manhattan
New York
$7.71M +$1.08M +12,592 +16%
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$7.7M +$3.15M +36,624 +69%
FBC
210
Fairfield, Bush & Co
Connecticut
$7.51M -$94.9K -1,102 -1%
SWK
211
Stephen W. Kidder
$7.51M -$637K -7,388 -8%
PA
212
Pinnacle Associates
New York
$7.43M -$335K -3,890 -4%
PSUF
213
People's United Financial
Connecticut
$7.15M -$2.09M -24,250 -23%
DP
214
Dearborn Partners
Illinois
$7.04M +$3.1K +36 +0%
CNB
215
Camden National Bank
Maine
$7.02M +$74.7K +867 +1%
Baird Financial Group
216
Baird Financial Group
Wisconsin
$6.97M -$447K -5,189 -6%
NCM
217
Narwhal Capital Management
Georgia
$6.88M -$128K -1,484 -2%
PP
218
Patten & Patten
Tennessee
$6.79M +$246K +2,859 +4%
Creative Planning
219
Creative Planning
Kansas
$6.72M -$272K -3,158 -4%
GG
220
Greenwood Gearhart
Arkansas
$6.62M +$37.8K +439 +0.6%
CIBC Asset Management
221
CIBC Asset Management
Ontario, Canada
$6.6M +$1.31M +15,233 +25%
ECM
222
ETrade Capital Management
Virginia
$6.6M +$18.8K +218 +0.3%
DG
223
Delek Group
Israel
$6.58M – – –
ISL
224
Ingalls & Snyder LLC
New York
$6.55M -$452K -5,243 -6%
LG
225
LaFleur & Godfrey
Michigan
$6.53M +$1.72M +19,954 +36%
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