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Novartis
NVS

Overview Fund Activity

1,086 hedge funds and large institutions have $23.4B invested in Novartis in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 341 increasing their positions, 403 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+59
Holders Change %
+5.74%
% of All Funds
24.24%
Holding in Top 10
40
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+81.82%
% of All Funds
0.89%
New
143
Increased
341
Reduced
403
Closed
76
Calls
$108M
Puts
$80.5M
Net Calls
+$27.4M
Net Calls Change
+$1.61M

Top Buyers

1
BlackRock
1
BlackRock
New York
$982M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$602M
3
Bank of America
3
Bank of America
North Carolina
$777M
4
Mawer Investment Management
4
Mawer Investment Management
Alberta, Canada
$409M
5
Boston Partners
5
Boston Partners
Massachusetts
$605M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$3.16B
2
Parnassus Investments
2
Parnassus Investments
California
$27.6M
3
BBHC
3
Brown Brothers Harriman & Co
New York
$556M
4
Franklin Resources
4
Franklin Resources
California
$1.22B
5
Millennium Management
5
Millennium Management
New York
$47.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$36M -$596K -7,748 -2%
NPA
77
Nichols & Pratt Advisers
Massachusetts
$35.5M -$469K -6,102 -1%
CTB
78
Country Trust Bank
Illinois
$34.9M -$62.7K -816 -0.2%
SL
79
Summitry LLC
California
$34.5M -$5.05M -65,631 -13%
SBH
80
Segall Bryant & Hamill
Illinois
$32.9M +$26.9M +349,296 +443%
OCM
81
Osterweis Capital Management
California
$31.9M -$2.09M -27,192 -6%
Stifel Financial
82
Stifel Financial
Missouri
$31.8M +$6.17M +80,278 +24%
BL
83
BCWM LLC
Kansas
$31.7M -$870K -1,132 -3%
EVM
84
Eaton Vance Management
Massachusetts
$31.5M +$8.19M +106,467 +35%
WFMPM
85
Woodley Farra Manion Portfolio Management
Indiana
$31.2M -$347K -4,514 -1%
USAA
86
United Services Automobile Association
Texas
$31M -$704K -9,158 -2%
SIG
87
Senator Investment Group
New York
$30.9M +$30.9M +401,760 New
Brown Advisory
88
Brown Advisory
Maryland
$30.5M +$526K +6,846 +2%
TIM
89
Thornburg Investment Management
New Mexico
$30.5M +$418K +5,431 +1%
Lord, Abbett & Co
90
Lord, Abbett & Co
New Jersey
$29.7M -$1.75M -22,767 -6%
DLA
91
Douglas Lane & Associates
New York
$28.4M -$449K -5,833 -2%
Parnassus Investments
92
Parnassus Investments
California
$27.6M -$379M -4,929,706 -93%
NC
93
Nexthera Capital
New York
$27.1M +$27.1M +352,787 New
GC
94
Guardian Capital
Ontario, Canada
$26.4M +$15.7M +203,951 +146%
JPMPWA
95
J.P. Morgan Private Wealth Advisors
California
$25.9M -$6.43M -83,622 -20%
RMCM
96
Reynders McVeigh Capital Management
Massachusetts
$25.5M -$36.7K -477 -0.1%
WG
97
Welch Group
Alabama
$25.4M +$295K +3,841 +1%
US Bancorp
98
US Bancorp
Minnesota
$25.2M +$3.9M +50,705 +18%
CCM
99
Causeway Capital Management
California
$25.1M -$13.5M -175,596 -35%
TCM
100
Tekla Capital Management
Massachusetts
$25M -$2.66M -34,566 -10%
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4
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