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Novartis
NVS

Overview Fund Activity

1,089 hedge funds and large institutions have $21.2B invested in Novartis in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 356 increasing their positions, 446 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
23.92%
Holding in Top 10
14
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-51.72%
% of All Funds
0.31%
New
71
Increased
356
Reduced
446
Closed
69
Calls
$162M
Puts
$154M
Net Calls
+$8.43M
Net Calls Change
-$99.5M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$452M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$408M
3
PHS
3
PFM Health Sciences
California
$59.7M
4
SC
4
Sculptor Capital
New York
$28.5M
5
Jennison Associates
5
Jennison Associates
New York
$28.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$185M
2
Dodge & Cox
2
Dodge & Cox
California
$2.33B
3
Boston Partners
3
Boston Partners
Massachusetts
$166M
4
Franklin Resources
4
Franklin Resources
California
$1.07B
5
BBHC
5
Brown Brothers Harriman & Co
New York
$412M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
51
Charles Schwab
California
$66.2M +$7.71M +88,776 +13%
Lord, Abbett & Co
52
Lord, Abbett & Co
New Jersey
$60.8M -$1.88M -21,615 -3%
PHS
53
PFM Health Sciences
California
$59.7M +$59.7M +689,600 New
Fiera Capital (Canada)
54
Fiera Capital (Canada)
Quebec, Canada
$58M -$8.15M -93,815 -12%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$55.1M +$18.5M +213,328 +51%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$54.5M +$7.47M +85,936 +16%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$54.5M +$1.75M +20,101 +3%
Point72 Asset Management
58
Point72 Asset Management
Connecticut
$47M +$23.8M +274,355 +103%
Alyeska Investment Group
59
Alyeska Investment Group
Illinois
$45.7M -$3.76M -43,240 -8%
SBH
60
Segall Bryant & Hamill
Illinois
$45.3M +$1.94M +22,282 +4%
MIP
61
Mondrian Investment Partners
United Kingdom
$43.7M – – –
First Trust Advisors
62
First Trust Advisors
Illinois
$43.3M +$10.8M +124,154 +33%
FAM
63
Fred Alger Management
New York
$40M +$10.3M +118,300 +35%
Fayez Sarofim & Co
64
Fayez Sarofim & Co
Texas
$38.9M -$461K -5,300 -1%
Capital International Investors
65
Capital International Investors
California
$38.7M -$30.1M -346,945 -44%
JFL
66
Jarislowsky, Fraser Ltd
Quebec, Canada
$38.1M +$466K +5,360 +1%
MIS
67
Morningstar Investment Services
Illinois
$35M -$1.09M -12,560 -3%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$34.8M -$357K -4,107 -1%
Stifel Financial
69
Stifel Financial
Missouri
$33.4M -$6.02M -69,208 -15%
NPA
70
Nichols & Pratt Advisers
Massachusetts
$32.2M -$2.53M -29,139 -7%
WFMPM
71
Woodley Farra Manion Portfolio Management
Indiana
$32.1M -$33.8K -389 -0.1%
TAM
72
Tocqueville Asset Management
New York
$30.8M -$2.47M -28,404 -7%
Brown Advisory
73
Brown Advisory
Maryland
$29.9M -$168K -1,938 -0.6%
DLA
74
Douglas Lane & Associates
New York
$29.7M -$172K -1,981 -0.6%
DADC
75
D.A. Davidson & Co
Montana
$29.5M +$929K +10,687 +3%
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