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Novartis
NVS

Overview Fund Activity

1,027 hedge funds and large institutions have $22.4B invested in Novartis in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 359 increasing their positions, 368 reducing their positions, and 44 closing their positions.

Holders
1,027
Holders Change
+41
Holders Change %
+4.16%
% of All Funds
23.52%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.5%
New
91
Increased
359
Reduced
368
Closed
44
Calls
$89.4M
Puts
$63.6M
Net Calls
+$25.8M
Net Calls Change
-$44.1M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$268M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$87.7M
3
EAM
3
Eagle Asset Management
Florida
$72.7M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$67.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$67.7M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$256M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$17M
3
Franklin Resources
3
Franklin Resources
California
$1.3B
4
Two Sigma Investments
4
Two Sigma Investments
New York
$12.5M
5
BBHC
5
Brown Brothers Harriman & Co
New York
$648M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWBC
51
John W. Bristol & Co
New York
$72.8M -$800K -10,360 -1%
EAM
52
Eagle Asset Management
Florida
$72.7M +$71.4M +925,358 +5,739%
SI
53
Scharf Investments
California
$69.6M +$2.99M +38,734 +4%
Alyeska Investment Group
54
Alyeska Investment Group
Illinois
$67.7M +$67.7M +877,512 New
Citadel Advisors
55
Citadel Advisors
Florida
$67.7M +$64M +829,335 +1,724%
ClearBridge Investments
56
ClearBridge Investments
New York
$67.4M +$6.2M +80,300 +10%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$54.8M -$4.35M -56,291 -7%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$48.3M -$12.1M -157,012 -20%
MIP
59
Mondrian Investment Partners
United Kingdom
$47.2M – – –
O
60
OppenheimerFunds
New York
$46.5M +$25.1M +324,469 +117%
TAM
61
Tocqueville Asset Management
New York
$45.9M +$613K +7,944 +1%
Fayez Sarofim & Co
62
Fayez Sarofim & Co
Texas
$45.8M -$28.3M -366,404 -38%
Chevy Chase Trust
63
Chevy Chase Trust
Maryland
$42.7M +$2.16M +28,035 +5%
WRF
64
Waddell & Reed Financial
Kansas
$42.4M +$42.4M +548,649 New
MIS
65
Morningstar Investment Services
Illinois
$40M -$1.68M -21,769 -4%
DADC
66
D.A. Davidson & Co
Montana
$39.8M +$1.85M +23,966 +5%
SL
67
Summitry LLC
California
$39.7M +$92.8K +1,202 +0.2%
BCWM
68
Bartlett & Co Wealth Management
Ohio
$39.2M -$113K -1,461 -0.3%
BC
69
Bartlett & Co
Ohio
$39.2M -$113K -1,461 -0.3%
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$39M +$8.68M +112,376 +29%
CCM
71
Causeway Capital Management
California
$38.8M -$1.02M -13,203 -3%
JFL
72
Jarislowsky, Fraser Ltd
Quebec, Canada
$38M +$81.6K +1,041 +0.2%
Capital World Investors
73
Capital World Investors
California
$37.9M +$77 +1 +0%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$36.7M -$613K -7,945 -2%
MWNA
75
Marshall Wace North America
New York
$36.7M -$33.4M -432,381 -48%
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