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Novartis
NVS

Overview Fund Activity

1,132 hedge funds and large institutions have $26.2B invested in Novartis in 2019 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 419 increasing their positions, 396 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
+46
Holders Change %
+4.24%
% of All Funds
24.54%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.85%
New
114
Increased
419
Reduced
396
Closed
56
Calls
$146M
Puts
$94.9M
Net Calls
+$50.8M
Net Calls Change
+$23.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$160M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$136M
3
Primecap Management
Primecap Management
California
+$93.3M
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$88.1M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$68.2M

Top Sellers

1
BlackRock
BlackRock
New York
-$124M
2
Capital International Investors
Capital International Investors
California
-$64.7M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$60.6M
4
Boston Partners
Boston Partners
Massachusetts
-$56.2M
5
MAM
Majedie Asset Management
United Kingdom
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
76
Eaton Vance Management
Massachusetts
$35.3M +$27.8K +323 +0.1%
WFMPM
77
Woodley Farra Manion Portfolio Management
Indiana
$35.2M +$240K +2,786 +0.7%
Stifel Financial
78
Stifel Financial
Missouri
$35.2M -$423K -4,909 -1%
CTB
79
Country Trust Bank
Illinois
$34.6M -$4.51M -52,354 -12%
USAA
80
United Services Automobile Association
Texas
$33.9M -$782K -9,074 -2%
Brown Advisory
81
Brown Advisory
Maryland
$33.8M -$354K -4,112 -1%
DLA
82
Douglas Lane & Associates
New York
$31.9M +$69.9K +811 +0.2%
Parnassus Investments
83
Parnassus Investments
California
$30.9M – – –
Lord, Abbett & Co
84
Lord, Abbett & Co
New Jersey
$30.5M -$2.79M -32,442 -8%
OCM
85
Osterweis Capital Management
California
$29.3M -$6.45M -74,883 -18%
JPMPWA
86
J.P. Morgan Private Wealth Advisors
California
$29M +$24.2K +281 +0.1%
RMCM
87
Reynders McVeigh Capital Management
Massachusetts
$28.6M +$88.8K +1,031 +0.3%
WG
88
Welch Group
Alabama
$28.3M -$168K -1,950 -0.6%
OAM
89
Oppenheimer Asset Management
New York
$28.1M +$254K +2,952 +0.9%
TIM
90
Thornburg Investment Management
New Mexico
$27.6M -$6.48M -75,223 -19%
SC
91
Saturna Capital
Washington
$27.5M -$287K -3,330 -1%
CCM
92
Causeway Capital Management
California
$27.2M -$967K -11,224 -3%
GC
93
Guardian Capital
Ontario, Canada
$26.9M -$2.76M -32,022 -9%
TCM
94
Tekla Capital Management
Massachusetts
$26.6M -$1.43M -16,595 -5%
MAP
95
Managed Asset Portfolios
Michigan
$26.3M +$963K +11,173 +4%
CTA
96
Carillon Tower Advisers
Florida
$26.2M +$2.46M +28,567 +10%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$26.2M -$114K -1,322 -0.4%
GG
98
Gofen & Glossberg
Illinois
$24M +$83K +963 +0.3%
BTS
99
BB&T Securities
Virginia
$23.7M +$2.68M +31,061 +13%
Citigroup
100
Citigroup
New York
$23.2M +$11.1M +129,389 +92%
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