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Novartis
NVS

Overview Fund Activity

1,089 hedge funds and large institutions have $21.2B invested in Novartis in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 356 increasing their positions, 446 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
23.92%
Holding in Top 10
14
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-51.72%
% of All Funds
0.31%
New
71
Increased
356
Reduced
446
Closed
69
Calls
$162M
Puts
$154M
Net Calls
+$8.43M
Net Calls Change
-$99.5M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$452M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$408M
3
PHS
3
PFM Health Sciences
California
$59.7M
4
SC
4
Sculptor Capital
New York
$28.5M
5
Jennison Associates
5
Jennison Associates
New York
$28.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$185M
2
Dodge & Cox
2
Dodge & Cox
California
$2.33B
3
Boston Partners
3
Boston Partners
Massachusetts
$166M
4
Franklin Resources
4
Franklin Resources
California
$1.07B
5
BBHC
5
Brown Brothers Harriman & Co
New York
$412M
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$189M +$733K +8,437 +0.4%
BlackRock
27
BlackRock
New York
$185M -$250M -2,874,098 -57%
Invesco
28
Invesco
Georgia
$178M -$15.5M -178,778 -8%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$176M -$1.18M -13,524 -0.7%
EARNEST Partners
30
EARNEST Partners
Georgia
$169M +$980K +11,281 +0.6%
Capital Research Global Investors
31
Capital Research Global Investors
California
$166M +$581K +6,687 +0.4%
Boston Partners
32
Boston Partners
Massachusetts
$166M -$175M -2,015,339 -51%
ClearBridge Investments
33
ClearBridge Investments
New York
$136M +$6.2M +71,344 +5%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$128M -$1.67M -19,216 -1%
Principal Financial Group
35
Principal Financial Group
Iowa
$119M +$1.41M +16,184 +1%
Goldman Sachs
36
Goldman Sachs
New York
$118M +$7.45M +85,716 +7%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$109M +$794K +9,133 +0.7%
AG
38
Aperio Group
California
$107M +$4.34M +49,902 +4%
SEI Investments
39
SEI Investments
Pennsylvania
$105M -$2.35M -27,093 -2%
RJA
40
Raymond James & Associates
Florida
$103M -$39.5M -454,627 -28%
SI
41
Scharf Investments
California
$102M -$8.74M -100,618 -8%
FWIA
42
Fort Washington Investment Advisors
Ohio
$91M -$32.2M -370,777 -26%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$89.3M -$3.38M -38,867 -4%
Ameriprise
44
Ameriprise
Minnesota
$89.2M -$2.46M -28,301 -3%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$79.7M +$10.3M +118,989 +15%
MIH
46
Madison Investment Holdings
Wisconsin
$76.6M +$1.86M +21,454 +2%
Macquarie Group
47
Macquarie Group
Australia
$76.2M -$2.13M -24,463 -3%
CCM
48
Cullen Capital Management
New York
$74.9M -$438K -5,040 -0.6%
Chevy Chase Trust
49
Chevy Chase Trust
Maryland
$71.3M +$5.07M +58,324 +8%
JWBC
50
John W. Bristol & Co
New York
$67.8M -$394K -4,529 -0.6%
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