NVS icon

Novartis
NVS

Overview Fund Activity

1,132 hedge funds and large institutions have $20.4B invested in Novartis in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 423 increasing their positions, 456 reducing their positions, and 110 closing their positions.

Holders
1,132
Holders Change
-39
Holders Change %
-3.33%
% of All Funds
25.01%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.66%
New
87
Increased
423
Reduced
456
Closed
110
Calls
$158M
Puts
$107M
Net Calls
+$50.7M
Net Calls Change
-$20.4M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$431M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$700M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$637M
4
Boston Partners
4
Boston Partners
Massachusetts
$271M
5
FAM
5
Fred Alger Management
New York
$126M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$111M
3
BlackRock
3
BlackRock
New York
$85.6M
4
Franklin Resources
4
Franklin Resources
California
$733M
5
Jennison Associates
5
Jennison Associates
New York
$17.8M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
26
State Street
Massachusetts
$174M 2,116,427 -102,038 -5%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$170M 2,060,926 -22,189 -1%
Invesco
28
Invesco
Georgia
$161M 1,947,597 -38,908 -2%
ClearBridge Investments
29
ClearBridge Investments
New York
$155M 1,879,774 +142,047 +8%
Capital Research Global Investors
30
Capital Research Global Investors
California
$143M 1,738,253 -174,382 -9%
Goldman Sachs
31
Goldman Sachs
New York
$131M 1,584,675 +168,288 +12%
FAM
32
Fred Alger Management
New York
$126M 1,530,180 +1,035,740 +209%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$123M 1,488,808 -15,091 -1%
Principal Financial Group
34
Principal Financial Group
Iowa
$119M 1,440,423 -2,485 -0.2%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$111M 1,352,300 -4,660,589 -78%
EARNEST Partners
36
EARNEST Partners
Georgia
$110M 1,332,821 -569,158 -30%
SI
37
Scharf Investments
California
$110M 1,330,175 +188,354 +16%
RJA
38
Raymond James & Associates
Florida
$105M 1,269,450 +62,098 +5%
Westfield Capital Management
39
Westfield Capital Management
Massachusetts
$103M 1,252,684 +157,166 +14%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$100M 1,214,308 +104,856 +9%
Ameriprise
41
Ameriprise
Minnesota
$99.4M 1,206,815 -3,559 -0.3%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$96.4M 1,169,160 -70,193 -6%
SEI Investments
43
SEI Investments
Pennsylvania
$94.7M 1,148,954 -124,196 -10%
AG
44
Aperio Group
California
$94.7M 1,147,997 -34,479 -3%
Capital International Investors
45
Capital International Investors
California
$94.6M 1,146,936 +701,358 +157%
BlackRock
46
BlackRock
New York
$85.6M 1,038,715 -3,414,096 -77%
MAM
47
Madison Asset Management
Wisconsin
$71.2M 863,008 -14,643 -2%
FWIA
48
Fort Washington Investment Advisors
Ohio
$70M 849,361 +83,921 +11%
Chevy Chase Trust
49
Chevy Chase Trust
Maryland
$70M 849,144 -6,118 -0.7%
Macquarie Group
50
Macquarie Group
Australia
$68.8M 834,834 -33,699 -4%
1
2
3 4 5