Novartis
NVS
1,134 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, 397 reducing their positions, and 56 closing their positions.
104% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 56
54% more call options, than puts
Call options by funds: $146M | Put options by funds: $94.9M
12% more capital invested
Capital invested by funds: $23.4B → $26.2B (+$2.8B)
4% more funds holding
Funds holding: 1,088 → 1,134 (+46)
6% more repeat investments, than reductions
Existing positions increased: 419 | Existing positions reduced: 397
0.04% more ownership
Funds ownership: 11.93% → 11.97% (+0.04%)
3% less funds holding in top 10
Funds holding in top 10: 40 → 39 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$149M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$127M |
| 3 |
Primecap Management
Pasadena,
California
|
+$86.9M |
| 4 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$82.1M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$63.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$115M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$60.3M |
| 3 |
D.E. Shaw & Co
New York
|
-$56.4M |
| 4 |
MAM
Majedie Asset Management
London,
United Kingdom
|
-$56M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$52.4M |
NVS Hedge Fund Activity: Q1 2019 in Review
1,134 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q1 2019, worth a combined $26.2B — up 12% from $23.4B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new NVS positions and 56 closed out — a net gain of 58 holders — while 419 added to existing stakes and 397 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $149M. The largest seller was BlackRock, cutting an estimated $115M.
- 1,134 institutional investors held Novartis (NVS) as of Q1 2019, up from 1,088 in Q4 2018.
- Funds reported $26.2B of Novartis stock for Q1 2019, up 12% quarter-over-quarter.
- 114 funds opened new Novartis positions in Q1 2019 and 56 closed out, a net change of +58 holders.
- The largest Novartis buyer in Q1 2019 was Fidelity Investments, an estimated $149M added.
- The largest Novartis seller in Q1 2019 was BlackRock, an estimated $115M sold.
Based on aggregated 13F filings for Q1 2019.