NVS icon

Novartis
NVS

Overview Fund Activity

1,132 hedge funds and large institutions have $20.4B invested in Novartis in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 423 increasing their positions, 456 reducing their positions, and 110 closing their positions.

Holders
1,132
Holders Change
-39
Holders Change %
-3.33%
% of All Funds
25.01%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.66%
New
87
Increased
423
Reduced
456
Closed
110
Calls
$158M
Puts
$107M
Net Calls
+$50.7M
Net Calls Change
-$20.4M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$431M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$700M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$637M
4
Boston Partners
4
Boston Partners
Massachusetts
$271M
5
FAM
5
Fred Alger Management
New York
$126M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$111M
3
BlackRock
3
BlackRock
New York
$85.6M
4
Franklin Resources
4
Franklin Resources
California
$733M
5
Jennison Associates
5
Jennison Associates
New York
$17.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$66.3M 803,592 +52,164 +7%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$65M 788,679 +100,310 +15%
JWBC
53
John W. Bristol & Co
New York
$63.3M 768,181 -9,903 -1%
CCM
54
Cullen Capital Management
New York
$63.1M 765,620 -51,040 -6%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$61.6M 747,149 -159,658 -18%
Millennium Management
56
Millennium Management
New York
$61.1M 740,970 +740,970 New
Bank of New York Mellon
57
Bank of New York Mellon
New York
$60M 727,448 -33,671 -4%
RG
58
Redmile Group
California
$53.9M 653,600 +80,500 +14%
Fiera Capital (Canada)
59
Fiera Capital (Canada)
Quebec, Canada
$50.9M 617,224 -42,009 -6%
Lord, Abbett & Co
60
Lord, Abbett & Co
New Jersey
$50.8M 615,632 -43,381 -7%
SBH
61
Segall Bryant & Hamill
Illinois
$43.4M 527,892 +6,301 +1%
MIS
62
Morningstar Investment Services
Illinois
$42.7M 521,320 +123,924 +31%
First Trust Advisors
63
First Trust Advisors
Illinois
$39.2M 475,693 -40,826 -8%
MIP
64
Mondrian Investment Partners
United Kingdom
$37M 449,333 -53,000 -11%
JFL
65
Jarislowsky, Fraser Ltd
Quebec, Canada
$36.3M 440,648 +1,812 +0.4%
BCPEMI
66
Bain Capital Public Equity Management II
Massachusetts
$36.3M 440,233 -268,058 -38%
Fayez Sarofim & Co
67
Fayez Sarofim & Co
Texas
$36M 437,205 -3,593 -0.8%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$35.4M 429,708 +17,098 +4%
Stifel Financial
69
Stifel Financial
Missouri
$34.3M 417,349 -53,601 -11%
UBS AM
70
UBS AM
Illinois
$32.8M 397,900 +247,600 +165%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$32.7M 396,716 +304,665 +331%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$32.2M 390,064 -3,623 -0.9%
DADC
73
D.A. Davidson & Co
Montana
$31.4M 381,397 +25,513 +7%
DLA
74
Douglas Lane & Associates
New York
$31.4M 380,639 +24,914 +7%
WFMPM
75
Woodley Farra Manion Portfolio Management
Indiana
$30.8M 373,338 -1,052 -0.3%
1 2
3
4 5