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Novartis
NVS

Overview Fund Activity

1,086 hedge funds and large institutions have $23.4B invested in Novartis in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 341 increasing their positions, 403 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+59
Holders Change %
+5.74%
% of All Funds
24.24%
Holding in Top 10
40
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+81.82%
% of All Funds
0.89%
New
143
Increased
341
Reduced
403
Closed
76
Calls
$108M
Puts
$80.5M
Net Calls
+$27.4M
Net Calls Change
+$1.61M

Top Buyers

1
BlackRock
BlackRock
New York
$982M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$602M
3
Bank of America
Bank of America
North Carolina
$777M
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$409M
5
Boston Partners
Boston Partners
Massachusetts
$605M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$3.16B
2
Parnassus Investments
Parnassus Investments
California
$27.6M
3
BBHC
Brown Brothers Harriman & Co
New York
$556M
4
Franklin Resources
Franklin Resources
California
$1.22B
5
Millennium Management
Millennium Management
New York
$47.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
226
Tradition Capital Management
New Jersey
$5.38M -$822K -10,697 -13%
WT
227
Whittier Trust
California
$5.32M -$157K -2,045 -3%
FTIOP
228
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.25M -$308K -4,003 -6%
Russell Investments Group
229
Russell Investments Group
United Kingdom
$5.24M +$8.37K +109 +0.2%
ACI
230
AMP Capital Investors
Australia
$5.15M -$469K -6,138 -8%
PAM
231
Private Asset Management
California
$5.11M -$291K -3,790 -5%
ARMC
232
American Research & Management Company
Massachusetts
$5.09M +$24K +312 +0.5%
FPTW
233
Franklin, Parlapiano, Turner & Welch
Texas
$4.85M +$119K +1,554 +3%
BCM
234
Bourgeon Capital Management
Connecticut
$4.84M -$1.12M -14,586 -19%
GAM
235
Griffin Asset Management
New York
$4.77M -$95.8K -1,246 -2%
SC
236
Scotia Capital
Ontario, Canada
$4.74M +$253K +3,292 +6%
CIBC Asset Management
237
CIBC Asset Management
Ontario, Canada
$4.72M -$36K -468 -0.8%
PGFC
238
Peapack-Gladstone Financial Corp
New Jersey
$4.71M +$3.31M +43,038 +236%
CTA
239
Chesley Taft & Associates
Illinois
$4.71M -$103K -1,343 -2%
SB
240
Suntrust Banks
Georgia
$4.71M +$1.39M +18,127 +42%
GCM
241
Garland Capital Management
Washington
$4.67M – – –
HA
242
Hamel Associates
New Jersey
$4.64M – – –
CAM
243
Carret Asset Management
New York
$4.5M -$3.23K -42 -0.1%
CBT
244
Capital Bank & Trust
California
$4.42M +$346K +4,499 +8%
SSB
245
Sandy Spring Bank
Maryland
$4.41M -$126K -1,639 -3%
UR
246
USCA RIA
Texas
$4.4M +$1.54M +20,069 +54%
DPIM
247
Duff & Phelps Investment Management
Illinois
$4.36M +$4.36M +56,705 New
AG
248
Advisor Group
Arizona
$4.34M +$389K +5,063 +10%
PI
249
PEAK6 Investments
Illinois
$4.31M +$4.31M +56,095 New
LNB
250
Ledyard National Bank
$4.31M +$31.5K +410 +0.7%
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