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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 %
BDS
251
Banco de Sabadell
Florida
$4.31M +$3.38M +44,181 +365%
JAM
252
Jolley Asset Management
North Carolina
$4.3M +$31.8K +413 +0.7%
LG
253
LaFleur & Godfrey
Michigan
$4.29M -$7.77K -101 -0.2%
Canada Pension Plan Investment Board
254
Canada Pension Plan Investment Board
Ontario, Canada
$4.29M +$4.29M +55,800 New
SCM
255
Stonebridge Capital Management
California
$4.17M -$241K -3,136 -5%
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$4.12M -$54.7K -711 -1%
RFC
257
Regions Financial Corp
Alabama
$4.1M +$328K +4,272 +9%
NIM
258
Northeast Investment Management
Massachusetts
$4.09M -$140K -1,819 -3%
RJT
259
Raymond James Trust
Florida
$4.08M +$18.2K +237 +0.4%
Cambridge Investment Research Advisors
260
Cambridge Investment Research Advisors
Iowa
$4.06M +$178K +2,317 +5%
HKIM
261
Hayek Kallen Investment Management
Alabama
$4.05M -$52.7K -686 -1%
ZCA
262
Zeke Capital Advisors
Pennsylvania
$4.04M -$271K -3,527 -6%
ZAM
263
Zevin Asset Management
Massachusetts
$4.04M -$1.18M -15,353 -23%
EGA
264
Eagle Global Advisors
Texas
$3.97M -$218K -2,834 -5%
FHA
265
First Horizon Advisors
Tennessee
$3.95M +$395K +5,132 +11%
BCM
266
Brookmont Capital Management
Texas
$3.95M +$591K +7,693 +18%
Geode Capital Management
267
Geode Capital Management
Massachusetts
$3.94M +$431K +5,610 +12%
SF
268
Synovus Financial
Georgia
$3.89M +$33.3K +433 +0.9%
AIA
269
Avalon Investment & Advisory
Texas
$3.84M +$241K +3,135 +7%
NAM
270
NorthCoast Asset Management
Connecticut
$3.83M -$70K -911 -2%
M
271
MOTCO
Texas
$3.82M -$99.1K -1,289 -3%
CCMINC
272
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.77M +$63.4K +825 +2%
OWD
273
Osborn Williams & Donohoe
Ohio
$3.77M -$543K -7,057 -13%
GCA
274
Guardian Capital Advisors
Ontario, Canada
$3.73M +$30K +385 +0.8%
NME
275
Notis-McConarty Edward
$3.72M -$13.3K -173 -0.4%
9 10
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