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Novartis
NVS

Overview Fund Activity

1,093 hedge funds and large institutions have $23.5B invested in Novartis in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 852 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-39
Holders Change %
-3.45%
% of All Funds
23.78%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.63%
New
61
Increased
180
Reduced
852
Closed
84
Calls
$228M
Puts
$120M
Net Calls
+$108M
Net Calls Change
+$57.2M

Top Buyers

1
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$89.9M
2
Renaissance Technologies
Renaissance Technologies
New York
$372M
3
SC
Samlyn Capital
New York
$39.5M
4
Citadel Advisors
Citadel Advisors
Florida
$51.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$65.9M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$2.69B
2
BlackRock
BlackRock
New York
$457M
3
Boston Partners
Boston Partners
Massachusetts
$358M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$664M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$226M -$17.9M -196,314 -7%
Morgan Stanley
27
Morgan Stanley
New York
$220M -$94.2M -1,031,665 -30%
Invesco
28
Invesco
Georgia
$203M +$24.8M +271,078 +14%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$198M -$34.4M -376,533 -15%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$186M +$3.7M +40,539 +2%
EARNEST Partners
31
EARNEST Partners
Georgia
$176M -$22.5M -246,689 -11%
Capital Research Global Investors
32
Capital Research Global Investors
California
$174M +$15.7M +172,214 +10%
RJA
33
Raymond James & Associates
Florida
$150M -$8.96M -98,173 -6%
ClearBridge Investments
34
ClearBridge Investments
New York
$136M +$8.56M +93,748 +7%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$136M -$18.4M -201,864 -12%
FWIA
36
Fort Washington Investment Advisors
Ohio
$129M -$30.8M -337,587 -19%
Principal Financial Group
37
Principal Financial Group
Iowa
$123M +$6.25M +68,405 +5%
SI
38
Scharf Investments
California
$117M +$27.8M +304,168 +31%
Goldman Sachs
39
Goldman Sachs
New York
$116M -$13.5M -148,092 -10%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$114M -$14.5M -158,410 -11%
SEI Investments
41
SEI Investments
Pennsylvania
$113M -$16.9M -184,989 -13%
EAM
42
Eagle Asset Management
Florida
$109M -$3.96M -43,352 -4%
AG
43
Aperio Group
California
$108M -$4.45M -48,719 -4%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$97.3M -$8.58M -93,939 -8%
Ameriprise
45
Ameriprise
Minnesota
$96.3M -$11.5M -125,461 -11%
BCPEMI
46
Bain Capital Public Equity Management II
Massachusetts
$89.9M +$89.9M +984,754 New
Macquarie Group
47
Macquarie Group
Australia
$82.3M -$10.5M -115,312 -11%
CCM
48
Cullen Capital Management
New York
$79.1M -$9.74M -106,682 -11%
MIH
49
Madison Investment Holdings
Wisconsin
$78.5M -$9.36M -102,548 -11%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$72.9M +$564K +6,180 +0.8%
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