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Novartis
NVS

Overview Fund Activity

1,086 hedge funds and large institutions have $23.4B invested in Novartis in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 341 increasing their positions, 403 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+59
Holders Change %
+5.74%
% of All Funds
24.24%
Holding in Top 10
40
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+81.82%
% of All Funds
0.89%
New
143
Increased
341
Reduced
403
Closed
76
Calls
$108M
Puts
$80.5M
Net Calls
+$27.4M
Net Calls Change
+$1.61M

Top Buyers

1
BlackRock
1
BlackRock
New York
$982M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$602M
3
Bank of America
3
Bank of America
North Carolina
$777M
4
Mawer Investment Management
4
Mawer Investment Management
Alberta, Canada
$409M
5
Boston Partners
5
Boston Partners
Massachusetts
$605M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$3.16B
2
Parnassus Investments
2
Parnassus Investments
California
$27.6M
3
BBHC
3
Brown Brothers Harriman & Co
New York
$556M
4
Franklin Resources
4
Franklin Resources
California
$1.22B
5
Millennium Management
5
Millennium Management
New York
$47.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIH
51
Madison Investment Holdings
Wisconsin
$74M -$1.97M -25,599 -3%
EAM
52
Eagle Asset Management
Florida
$73.1M +$714K +9,284 +1%
ClearBridge Investments
53
ClearBridge Investments
New York
$70.8M +$3.62M +47,067 +5%
JWBC
54
John W. Bristol & Co
New York
$68.4M -$4.06M -52,838 -6%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$62M +$45.1M +587,157 +267%
MAM
56
Majedie Asset Management
United Kingdom
$56M +$56M +712,521 New
Bank of New York Mellon
57
Bank of New York Mellon
New York
$55M +$431K +5,601 +0.8%
Alyeska Investment Group
58
Alyeska Investment Group
Illinois
$53.5M -$13.9M -181,397 -21%
Chevy Chase Trust
59
Chevy Chase Trust
Maryland
$50.4M +$7.87M +102,381 +18%
O
60
OppenheimerFunds
New York
$47.6M +$1.34M +17,478 +3%
Deutsche Bank
61
Deutsche Bank
Germany
$47.5M +$25.8M +335,010 +119%
Millennium Management
62
Millennium Management
New York
$47.3M -$72.4M -941,759 -60%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$45.7M +$39.9M +518,939 +686%
MIP
64
Mondrian Investment Partners
United Kingdom
$43.1M -$3.95M -51,336 -8%
MWNA
65
Marshall Wace North America
New York
$42.9M +$6.35M +82,619 +17%
WRF
66
Waddell & Reed Financial
Kansas
$42.3M +$111K +1,440 +0.3%
DADC
67
D.A. Davidson & Co
Montana
$40.6M +$1M +13,020 +3%
Fayez Sarofim & Co
68
Fayez Sarofim & Co
Texas
$40.5M -$5.14M -66,850 -11%
TAM
69
Tocqueville Asset Management
New York
$40.3M -$5.49M -71,448 -12%
Connor, Clark & Lunn Investment Management (CC&L)
70
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$39.5M +$26.2M +340,703 +197%
BC
71
Bartlett & Co
Ohio
$38.7M -$304K -3,957 -0.8%
BCWM
72
Bartlett & Co Wealth Management
Ohio
$38.7M -$304K -3,957 -0.8%
MIS
73
Morningstar Investment Services
Illinois
$37.9M -$1.98M -25,729 -5%
Capital World Investors
74
Capital World Investors
California
$37.8M – – –
JFL
75
Jarislowsky, Fraser Ltd
Quebec, Canada
$37M -$273K -3,553 -0.7%
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