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 %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$6.89M +$6.89M +72,547 New
FGP
202
Foyston, Gordon, & Payne
Ontario, Canada
$6.86M +$187K +1,979 +3%
PL
203
Parkwood LLC
Ohio
$6.85M +$266K +2,809 +4%
CIBC World Market
204
CIBC World Market
Ontario, Canada
$6.78M +$312K +3,299 +5%
PHS
205
Pekin Hardy Strauss
Illinois
$6.74M -$249K -2,625 -4%
LG
206
LaFleur & Godfrey
Michigan
$6.73M +$399K +4,212 +6%
NCM
207
Narwhal Capital Management
Georgia
$6.68M -$5.11K -54 -0.1%
PP
208
Patten & Patten
Tennessee
$6.59M -$7.2K -76 -0.1%
WT
209
Whittier Trust
California
$6.59M -$23.2K -245 -0.4%
AUB
210
Atlantic Union Bankshares
Virginia
$6.55M +$29.8K +315 +0.5%
IHL
211
Investment House LLC
California
$6.51M +$23.2K +245 +0.4%
MCM
212
Mengis Capital Management
Oregon
$6.5M -$31.5K -333 -0.5%
PSC
213
Prentiss Smith & Co
Vermont
$6.49M -$98.7K -1,042 -1%
GC
214
Grimes & Company
Massachusetts
$6.46M +$49K +517 +0.8%
UR
215
USCA RIA
Texas
$6.39M -$940K -9,926 -13%
FBC
216
Fairfield, Bush & Co
Connecticut
$6.38M -$66.2K -699 -1%
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$6.35M +$120K +1,272 +2%
LTFS
218
Ladenburg Thalmann Financial Services
Florida
$6.11M +$586K +6,523 +11%
UCFA
219
United Capital Financial Advisors
Texas
$6.11M +$1.75M +18,466 +40%
BIC
220
Beach Investment Counsel
Pennsylvania
$6.06M -$189K -1,998 -3%
Russell Investments Group
221
Russell Investments Group
United Kingdom
$5.99M +$709K +7,493 +13%
MAM
222
Mastrapasqua Asset Management
Tennessee
$5.86M +$169K +1,785 +3%
Jane Street
223
Jane Street
New York
$5.78M -$8.17M -86,308 -59%
Fidelity International
224
Fidelity International
Bermuda
$5.76M +$1.88M +19,900 +49%
FPTW
225
Franklin, Parlapiano, Turner & Welch
Texas
$5.73M +$100K +1,060 +2%
7 8
9
10 11