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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab
California
$431M
2
Renaissance Technologies
Renaissance Technologies
New York
$700M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$637M
4
Boston Partners
Boston Partners
Massachusetts
$271M
5
FAM
Fred Alger Management
New York
$126M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$111M
3
BlackRock
BlackRock
New York
$85.6M
4
Franklin Resources
Franklin Resources
California
$733M
5
Jennison Associates
Jennison Associates
New York
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISL
201
Ingalls & Snyder LLC
New York
$6.52M +$222K +2,688 +4%
DP
202
Dearborn Partners
Illinois
$6.51M +$125K +1,518 +2%
PA
203
Pinnacle Associates
New York
$6.41M -$32.2K -391 -0.5%
Deutsche Bank
204
Deutsche Bank
Germany
$6.31M -$172K -2,083 -3%
SWK
205
Stephen W. Kidder
$6.28M -$74.8K -907 -1%
Ensign Peak Advisors
206
Ensign Peak Advisors
Utah
$6.22M -$1.73M -21,009 -22%
UR
207
USCA RIA
Texas
$5.98M +$418K +5,074 +8%
MCM
208
Mengis Capital Management
Oregon
$5.94M +$284K +3,440 +5%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$5.9M +$33.2K +410 +0.6%
FGP
210
Foyston, Gordon, & Payne
Ontario, Canada
$5.82M -$146K -1,771 -2%
IHAM
211
Integral Health Asset Management
New York
$5.77M +$5.77M +70,000 New
GC
212
Grimes & Company
Massachusetts
$5.65M +$18.5K +224 +0.3%
CNB
213
Camden National Bank
Maine
$5.63M -$726K -8,806 -11%
PSC
214
Prentiss Smith & Co
Vermont
$5.61M -$44K -534 -0.8%
VV
215
Verity & Verity
South Carolina
$5.61M -$419K -5,077 -7%
WT
216
Whittier Trust
California
$5.51M -$222K -2,692 -4%
AUB
217
Atlantic Union Bankshares
Virginia
$5.51M -$194K -2,350 -3%
TAM
218
Tradition Asset Management
Virginia
$5.5M +$998K +12,100 +22%
PHS
219
Pekin Hardy Strauss
Illinois
$5.49M -$380K -4,603 -6%
PP
220
Patten & Patten
Tennessee
$5.48M -$256K -3,109 -4%
BUB
221
BBVA USA Bancshares
Texas
$5.46M +$2.35M +28,498 +76%
MAM
222
Mastrapasqua Asset Management
Tennessee
$5.45M +$353K +4,285 +7%
FHA
223
First Horizon Advisors
Tennessee
$5.45M +$484K +5,869 +10%
FBC
224
Fairfield, Bush & Co
Connecticut
$5.42M -$139K -1,688 -3%
BIC
225
Beach Investment Counsel
Pennsylvania
$5.27M -$5.77K -70 -0.1%
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