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Novartis
NVS

Overview Fund Activity

1,132 hedge funds and large institutions have $26.2B invested in Novartis in 2019 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 419 increasing their positions, 396 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
+46
Holders Change %
+4.24%
% of All Funds
24.54%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.85%
New
114
Increased
419
Reduced
396
Closed
56
Calls
$146M
Puts
$94.9M
Net Calls
+$50.8M
Net Calls Change
+$23.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$160M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$136M
3
Primecap Management
Primecap Management
California
+$93.3M
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$88.1M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$68.2M

Top Sellers

1
BlackRock
BlackRock
New York
-$124M
2
Capital International Investors
Capital International Investors
California
-$64.7M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$60.6M
4
Boston Partners
Boston Partners
Massachusetts
-$56.2M
5
MAM
Majedie Asset Management
United Kingdom
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIH
51
Madison Investment Holdings
Wisconsin
$82.9M +$57.5K +667 +0.1%
JWBC
52
John W. Bristol & Co
New York
$76.3M -$355K -4,120 -0.5%
Capital International Investors
53
Capital International Investors
California
$76.1M -$64.7M -750,788 -46%
Fiera Capital (Canada)
54
Fiera Capital (Canada)
Quebec, Canada
$71M -$6.11M -80,639 -8%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$68.2M +$68.2M +792,151 New
WRF
56
Waddell & Reed Financial
Kansas
$59.7M +$12.3M +142,845 +26%
Chevy Chase Trust
57
Chevy Chase Trust
Maryland
$59.4M +$11M +149,442 +23%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$57.9M -$3.68M -42,756 -6%
SIG
59
Senator Investment Group
New York
$57.7M +$23.1M +267,840 +67%
Alyeska Investment Group
60
Alyeska Investment Group
Illinois
$55.4M -$4.59M -53,319 -8%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$54.3M +$3.1M +35,966 +6%
O
62
OppenheimerFunds
New York
$52.2M -$1.15M -13,362 -2%
MIP
63
Mondrian Investment Partners
United Kingdom
$48.3M – – –
Charles Schwab
64
Charles Schwab
California
$46.9M +$46.9M +544,496 New
DADC
65
D.A. Davidson & Co
Montana
$46.2M +$829K +9,657 +2%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$45.7M -$50.3M -584,040 -52%
SBH
67
Segall Bryant & Hamill
Illinois
$45.3M +$8.37M +97,119 +23%
BCWM
68
Bartlett & Co Wealth Management
Ohio
$43.1M -$302K -3,505 -0.7%
BC
69
Bartlett & Co
Ohio
$43.1M -$302K -3,505 -0.7%
Fayez Sarofim & Co
70
Fayez Sarofim & Co
Texas
$43.1M -$2.3M -26,746 -5%
JFL
71
Jarislowsky, Fraser Ltd
Quebec, Canada
$41.1M -$396K -4,598 -1%
MIS
72
Morningstar Investment Services
Illinois
$40.9M -$1.53M -17,770 -4%
NPA
73
Nichols & Pratt Advisers
Massachusetts
$39.7M -$76.9K -893 -0.2%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$39.3M -$1.01M -11,728 -3%
TAM
75
Tocqueville Asset Management
New York
$38.9M -$6.24M -72,478 -14%
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