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Novartis
NVS

Overview Fund Activity

1,132 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, 396 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
+46
Holders Change %
+4.24%
% of All Funds
24.54%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.85%
New
114
Increased
419
Reduced
396
Closed
56
Calls
$146M
Puts
$94.9M
Net Calls
+$50.8M
Net Calls Change
+$23.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$160M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$136M
3
Primecap Management
Primecap Management
California
+$93.3M
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$88.1M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$68.2M

Top Sellers

1
BlackRock
BlackRock
New York
-$124M
2
Capital International Investors
Capital International Investors
California
-$64.7M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$60.6M
4
Boston Partners
Boston Partners
Massachusetts
-$56.2M
5
MAM
Majedie Asset Management
United Kingdom
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$230M +$1.19M +13,861 +0.5%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$219M -$969K -11,246 -0.4%
SCCM
28
Schafer Cullen Capital Management
New York
$216M -$14.6M -169,786 -6%
EARNEST Partners
29
EARNEST Partners
Georgia
$187M +$2.43M +28,205 +1%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$172M +$28.1M +326,413 +20%
Invesco
31
Invesco
Georgia
$168M -$14M -162,241 -8%
FWIA
32
Fort Washington Investment Advisors
Ohio
$151M -$35.9M -416,232 -19%
RJA
33
Raymond James & Associates
Florida
$150M +$3.95M +45,881 +3%
Capital Research Global Investors
34
Capital Research Global Investors
California
$149M +$86 +1 +0%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$146M -$403K -4,673 -0.3%
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$138M -$11.5M -133,221 -8%
SEI Investments
37
SEI Investments
Pennsylvania
$123M -$2.85M -33,107 -2%
Goldman Sachs
38
Goldman Sachs
New York
$122M -$14.9M -172,510 -11%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$121M +$927K +10,758 +0.8%
ClearBridge Investments
40
ClearBridge Investments
New York
$121M +$41.4M +480,858 +52%
Principal Financial Group
41
Principal Financial Group
Iowa
$111M +$93.8K +1,089 +0.1%
EAM
42
Eagle Asset Management
Florida
$106M +$24.5M +283,964 +30%
AG
43
Aperio Group
California
$106M +$333K +3,862 +0.3%
Ameriprise
44
Ameriprise
Minnesota
$102M +$1.07M +12,467 +1%
Millennium Management
45
Millennium Management
New York
$97M +$44M +510,237 +83%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$89.5M +$2.51M +32,506 +3%
Macquarie Group
47
Macquarie Group
Australia
$87.6M -$1.27M -14,769 -1%
BCPEM
48
Bain Capital Public Equity Management
Massachusetts
$84.8M -$15.3M -177,033 -15%
SI
49
Scharf Investments
California
$83.9M -$2.1M -24,433 -2%
CCM
50
Cullen Capital Management
New York
$83.9M +$723K +8,397 +0.9%
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