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Novartis
NVS

Overview Fund Activity

1,171 hedge funds and large institutions have $24.4B invested in Novartis in 2019 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 412 increasing their positions, 387 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+82
Holders Change %
+7.53%
% of All Funds
23.12%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.45%
New
156
Increased
412
Reduced
387
Closed
55
Calls
$200M
Puts
$129M
Net Calls
+$71M
Net Calls Change
+$62.6M

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$972M
2
Jennison Associates
2
Jennison Associates
New York
$269M
3
BlackRock
3
BlackRock
New York
$422M
4
Aristotle Capital Management
4
Aristotle Capital Management
California
$548M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$625M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.39B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$569M
3
Franklin Resources
3
Franklin Resources
California
$1.12B
4
State Street
4
State Street
Massachusetts
$210M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
51
Cullen Capital Management
New York
$77.3M -$4.26M -44,966 -5%
JWBC
52
John W. Bristol & Co
New York
$73.7M -$225K -2,380 -0.3%
FWIA
53
Fort Washington Investment Advisors
Ohio
$72.5M -$26.7M -281,498 -27%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$72.1M +$12.7M +134,144 +21%
Truist Financial
55
Truist Financial
North Carolina
$71.2M +$57.2M +604,435 +411%
BCPEMI
56
Bain Capital Public Equity Management II
Massachusetts
$67.1M +$40.4M +426,731 +152%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$65.2M +$5.74M +60,658 +10%
Fiera Capital (Canada)
58
Fiera Capital (Canada)
Quebec, Canada
$62.4M -$768K -8,111 -1%
Lord, Abbett & Co
59
Lord, Abbett & Co
New Jersey
$62.4M -$3.9M -41,193 -6%
Alyeska Investment Group
60
Alyeska Investment Group
Illinois
$60M +$10.2M +107,486 +20%
RG
61
Redmile Group
California
$54.3M +$54.3M +573,100 New
SBH
62
Segall Bryant & Hamill
Illinois
$49.4M -$32.8K -347 -0.1%
First Trust Advisors
63
First Trust Advisors
Illinois
$48.9M +$1.76M +18,559 +4%
MIP
64
Mondrian Investment Partners
United Kingdom
$47.6M – – –
FAM
65
Fred Alger Management
New York
$46.8M +$3.21M +33,888 +7%
Stifel Financial
66
Stifel Financial
Missouri
$44.6M +$8.22M +86,866 +23%
Capital International Investors
67
Capital International Investors
California
$42.2M +$45.2K +477 +0.1%
Fayez Sarofim & Co
68
Fayez Sarofim & Co
Texas
$41.7M -$679K -7,167 -2%
JFL
69
Jarislowsky, Fraser Ltd
Quebec, Canada
$41.6M +$66.9K +706 +0.2%
PHS
70
PFM Health Sciences
California
$40.7M -$22.7M -246,960 -36%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$39.1M -$21M -221,899 -35%
MIS
72
Morningstar Investment Services
Illinois
$37.6M -$495K -5,232 -1%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$37.3M -$669K -7,061 -2%
WFMPM
74
Woodley Farra Manion Portfolio Management
Indiana
$35.5M +$469K +4,948 +1%
DADC
75
D.A. Davidson & Co
Montana
$33.7M +$1.53M +16,123 +5%
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