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Novartis
NVS

Overview Fund Activity

1,171 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.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+82
Holders Change %
+7.53%
% of All Funds
23.12%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.45%
New
156
Increased
412
Reduced
387
Closed
55
Calls
$200M
Puts
$129M
Net Calls
+$71M
Net Calls Change
+$62.6M

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$972M
2
Jennison Associates
2
Jennison Associates
New York
$269M
3
BlackRock
3
BlackRock
New York
$422M
4
Aristotle Capital Management
4
Aristotle Capital Management
California
$548M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$625M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.39B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$569M
3
Franklin Resources
3
Franklin Resources
California
$1.12B
4
State Street
4
State Street
Massachusetts
$210M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State Street
26
State Street
Massachusetts
$210M -$47.6M -503,078 -18%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$207M +$520K +5,494 +0.3%
MNG
28
Manning & Napier Group
New York
$205M -$24M -253,817 -11%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$197M +$5.89M +62,243 +3%
Invesco
30
Invesco
Georgia
$188M -$5.72M -60,366 -3%
Capital Research Global Investors
31
Capital Research Global Investors
California
$181M +$364K +3,839 +0.2%
EARNEST Partners
32
EARNEST Partners
Georgia
$180M -$3.63M -38,288 -2%
ClearBridge Investments
33
ClearBridge Investments
New York
$165M +$16.3M +171,577 +11%
Boston Partners
34
Boston Partners
Massachusetts
$164M -$16.5M -174,425 -9%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$142M +$3.28M +34,634 +2%
Principal Financial Group
36
Principal Financial Group
Iowa
$137M +$7.11M +75,130 +5%
Goldman Sachs
37
Goldman Sachs
New York
$134M +$5.92M +62,520 +5%
SEI Investments
38
SEI Investments
Pennsylvania
$121M +$6.01M +63,402 +5%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$117M -$1.77M -18,723 -1%
Ameriprise
40
Ameriprise
Minnesota
$115M +$17.4M +183,560 +18%
RJA
41
Raymond James & Associates
Florida
$114M +$2.29M +24,154 +2%
AG
42
Aperio Group
California
$112M -$5M -52,814 -4%
SI
43
Scharf Investments
California
$108M -$3.42M -36,118 -3%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$105M +$7.79M +82,276 +8%
Westfield Capital Management
45
Westfield Capital Management
Massachusetts
$104M +$104M +1,095,518 New
VOYA Investment Management
46
VOYA Investment Management
Georgia
$85.9M -$995K -10,513 -1%
Charles Schwab
47
Charles Schwab
California
$85.7M +$13.5M +142,947 +19%
MAM
48
Madison Asset Management
Wisconsin
$83.1M +$83.1M +877,651 New
Macquarie Group
49
Macquarie Group
Australia
$82.2M -$771K -8,143 -0.9%
Chevy Chase Trust
50
Chevy Chase Trust
Maryland
$81M +$3.29M +34,790 +4%
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