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Novartis
NVS

Overview Fund Activity

1,093 hedge funds and large institutions have $23.5B invested in Novartis in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 852 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-39
Holders Change %
-3.45%
% of All Funds
23.78%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.63%
New
61
Increased
180
Reduced
852
Closed
84
Calls
$228M
Puts
$120M
Net Calls
+$108M
Net Calls Change
+$57.2M

Top Buyers

1
BCPEMI
1
Bain Capital Public Equity Management II
Massachusetts
$89.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$372M
3
SC
3
Samlyn Capital
New York
$39.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$51.8M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$65.9M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.69B
2
BlackRock
2
BlackRock
New York
$457M
3
Boston Partners
3
Boston Partners
Massachusetts
$358M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$664M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital International Investors
51
Capital International Investors
California
$72.3M -$8.32M -91,068 -10%
JWBC
52
John W. Bristol & Co
New York
$71.7M -$9.17M -100,379 -11%
Chevy Chase Trust
53
Chevy Chase Trust
Maryland
$69.6M -$3.96M -43,326 -5%
Fiera Capital (Canada)
54
Fiera Capital (Canada)
Quebec, Canada
$69.5M -$16M -175,587 -19%
Lord, Abbett & Co
55
Lord, Abbett & Co
New Jersey
$65.9M +$33.6M +367,491 +104%
WRF
56
Waddell & Reed Financial
Kansas
$65.9M +$2.58M +28,243 +4%
Charles Schwab
57
Charles Schwab
California
$61.5M +$11.7M +128,555 +24%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$55.4M -$5.98M -65,520 -10%
Alyeska Investment Group
59
Alyeska Investment Group
Illinois
$52M -$6.7M -73,346 -11%
Citadel Advisors
60
Citadel Advisors
Florida
$51.8M +$35.6M +389,451 +218%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$49.5M -$8.11M -88,813 -14%
MIP
62
Mondrian Investment Partners
United Kingdom
$45.9M -$5.32M -58,271 -10%
SBH
63
Segall Bryant & Hamill
Illinois
$45.7M -$2.34M -25,631 -5%
Fayez Sarofim & Co
64
Fayez Sarofim & Co
Texas
$41.4M -$4.27M -46,787 -9%
Stifel Financial
65
Stifel Financial
Missouri
$41.3M +$4.08M +44,720 +11%
JFL
66
Jarislowsky, Fraser Ltd
Quebec, Canada
$39.5M -$4.05M -44,343 -9%
SC
67
Samlyn Capital
New York
$39.5M +$39.5M +432,678 New
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$38.3M -$9.97M -109,595 -21%
MIS
69
Morningstar Investment Services
Illinois
$37.9M -$5.47M -59,871 -13%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$37M -$4.7M -51,466 -11%
NPA
71
Nichols & Pratt Advisers
Massachusetts
$36.5M -$5.61M -61,448 -13%
TAM
72
Tocqueville Asset Management
New York
$34.9M -$6.26M -68,564 -15%
First Trust Advisors
73
First Trust Advisors
Illinois
$34.1M +$33.5M +366,968 +5,367%
WFMPM
74
Woodley Farra Manion Portfolio Management
Indiana
$33.8M -$3.55M -38,859 -10%
CTB
75
Country Trust Bank
Illinois
$32.9M -$3.81M -41,675 -10%
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