NVS icon

Novartis
NVS

Overview Fund Activity

1,093 hedge funds and large institutions have $23.5B invested in Novartis in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 852 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-39
Holders Change %
-3.45%
% of All Funds
23.78%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.63%
New
61
Increased
180
Reduced
852
Closed
84
Calls
$228M
Puts
$120M
Net Calls
+$108M
Net Calls Change
+$57.2M

Top Buyers

1
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$89.9M
2
Renaissance Technologies
Renaissance Technologies
New York
$372M
3
SC
Samlyn Capital
New York
$39.5M
4
Citadel Advisors
Citadel Advisors
Florida
$51.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$65.9M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$2.69B
2
BlackRock
BlackRock
New York
$457M
3
Boston Partners
Boston Partners
Massachusetts
$358M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$664M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWK
201
Stephen W. Kidder
$7.02M -$932K -10,209 -12%
DP
202
Dearborn Partners
Illinois
$6.75M -$710K -7,777 -10%
Creative Planning
203
Creative Planning
Kansas
$6.73M -$401K -4,391 -6%
CNB
204
Camden National Bank
Maine
$6.72M -$721K -7,899 -10%
PP
205
Patten & Patten
Tennessee
$6.58M -$618K -6,770 -9%
GIM
206
Grassi Investment Management
California
$6.57M +$6.14M +67,232 +1,419%
FBC
207
Fairfield, Bush & Co
Connecticut
$6.49M -$1.47M -16,138 -19%
LG
208
LaFleur & Godfrey
Michigan
$6.44M -$484K -5,298 -7%
PSC
209
Prentiss Smith & Co
Vermont
$6.38M -$3.02M -33,022 -32%
AUB
210
Atlantic Union Bankshares
Virginia
$6.3M +$2.73M +29,922 +77%
MCM
211
Mengis Capital Management
Oregon
$6.3M +$3.63M +39,729 +136%
ECM
212
ETrade Capital Management
Virginia
$6.26M -$729K -7,980 -10%
LTFS
213
Ladenburg Thalmann Financial Services
Florida
$6.25M -$4.63M -50,400 -43%
ISL
214
Ingalls & Snyder LLC
New York
$6.2M -$743K -8,134 -11%
NCM
215
Narwhal Capital Management
Georgia
$6.15M -$1.15M -12,592 -16%
CIBC World Market
216
CIBC World Market
Ontario, Canada
$6.14M -$355K -3,885 -5%
GC
217
Grimes & Company
Massachusetts
$6.08M -$526K -5,763 -8%
William Blair Investment Management
218
William Blair Investment Management
Illinois
$6.06M +$1.05M +11,511 +21%
IHL
219
Investment House LLC
California
$6.03M -$657K -7,199 -10%
BIC
220
Beach Investment Counsel
Pennsylvania
$6.02M -$698K -7,649 -10%
SB
221
Suntrust Banks
Georgia
$6.02M -$663K -7,264 -10%
Deutsche Bank
222
Deutsche Bank
Germany
$5.92M +$895K +9,807 +18%
DC
223
Diametric Capital
Massachusetts
$5.84M +$1.54M +16,848 +36%
ACI
224
AMP Capital Investors
Australia
$5.81M -$2.75M -30,206 -32%
Federated Hermes
225
Federated Hermes
Pennsylvania
$5.75M -$5.02M -54,941 -47%
7 8
9
10 11