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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 %
SCCM
26
Schafer Cullen Capital Management
New York
$206M -$17.7M -229,652 -8%
PPA
27
Parametric Portfolio Associates
Washington
$205M +$24.4M +317,655 +14%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$196M +$1.36M +17,726 +0.7%
FWIA
29
Fort Washington Investment Advisors
Ohio
$167M -$6.38M -82,992 -4%
EARNEST Partners
30
EARNEST Partners
Georgia
$165M -$2.29M -29,796 -1%
Invesco
31
Invesco
Georgia
$163M -$30.2M -392,993 -16%
Point72 Asset Management
32
Point72 Asset Management
Connecticut
$133M +$45.7M +594,608 +52%
Capital Research Global Investors
33
Capital Research Global Investors
California
$133M – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$130M +$4.63M +60,232 +4%
RJA
35
Raymond James & Associates
Florida
$130M +$3.6M +46,875 +3%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$128M +$102M +1,324,343 +386%
Capital International Investors
37
Capital International Investors
California
$126M +$77 +1 +0%
Goldman Sachs
38
Goldman Sachs
New York
$122M +$4.54M +58,989 +4%
SEI Investments
39
SEI Investments
Pennsylvania
$112M +$2.36M +30,670 +2%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$107M +$3.37M +43,797 +3%
Principal Financial Group
41
Principal Financial Group
Iowa
$98.6M +$6.77M +87,982 +7%
AG
42
Aperio Group
California
$94.6M +$11.8M +153,892 +14%
Ameriprise
43
Ameriprise
Minnesota
$89.8M +$5.67M +73,767 +7%
BCPEM
44
Bain Capital Public Equity Management
Massachusetts
$89.3M +$14.7M +191,651 +20%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$86.7M +$10.3M +134,221 +14%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$85.7M +$37.6M +489,263 +78%
Macquarie Group
47
Macquarie Group
Australia
$79.3M -$717K -9,324 -0.9%
Fiera Capital (Canada)
48
Fiera Capital (Canada)
Quebec, Canada
$78.2M -$1.06M -13,828 -1%
SI
49
Scharf Investments
California
$76.8M +$7.46M +97,061 +11%
CCM
50
Cullen Capital Management
New York
$74.2M -$2.19M -28,463 -3%
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