Novartis
NVS
1,172 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.
184% more first-time investments, than exits
New positions opened: 156 | Existing positions closed: 55
64% more funds holding in top 10
Funds holding in top 10: 14 → 23 (+9)
55% more call options, than puts
Call options by funds: $200M | Put options by funds: $129M
15% more capital invested
Capital invested by funds: $21.2B → $24.4B (+$3.18B)
7% more funds holding
Funds holding: 1,091 → 1,172 (+81)
6% more repeat investments, than reductions
Existing positions increased: 412 | Existing positions reduced: 387
0.54% more ownership
Funds ownership: 9.57% → 10.11% (+0.54%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$284M |
| 2 |
Jennison Associates
New York
|
+$226M |
| 3 |
BlackRock
New York
|
+$209M |
| 4 |
Aristotle Capital Management
Los Angeles,
California
|
+$204M |
| 5 |
Renaissance Technologies
New York
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$140M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$53.1M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$47.9M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$47M |
| 5 |
State Street
Boston,
Massachusetts
|
-$45.1M |
NVS Hedge Fund Activity: Q4 2019 in Review
1,172 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q4 2019, worth a combined $24.4B — up 15% from $21.2B a quarter earlier.
Buyers outnumbered sellers: 156 funds opened new NVS positions and 55 closed out — a net gain of 101 holders — while 412 added to existing stakes and 387 trimmed.
The largest buyer was Loomis, Sayles & Company, adding an estimated $284M. The largest seller was Dodge & Cox, cutting an estimated $140M.
- 1,172 institutional investors held Novartis (NVS) as of Q4 2019, up from 1,091 in Q3 2019.
- Funds reported $24.4B of Novartis stock for Q4 2019, up 15% quarter-over-quarter.
- 156 funds opened new Novartis positions in Q4 2019 and 55 closed out, a net change of +101 holders.
- The largest Novartis buyer in Q4 2019 was Loomis, Sayles & Company, an estimated $284M added.
- The largest Novartis seller in Q4 2019 was Dodge & Cox, an estimated $140M sold.
Based on aggregated 13F filings for Q4 2019.