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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CTB
76
Country Trust Bank
Illinois
$29M 334,149 -25,672 -7%
SC
77
Sculptor Capital
New York
$28.5M 327,782 +327,782 New
Jennison Associates
78
Jennison Associates
New York
$28.3M 325,281 +325,281 New
WG
79
Welch Group
Alabama
$28.2M 324,360 -7,608 -2%
SB
80
Suntrust Banks
Georgia
$26.4M 303,719 +237,814 +361%
OCM
81
Osterweis Capital Management
California
$26.4M 303,505 -2,740 -0.9%
OAM
82
Oppenheimer Asset Management
New York
$26.3M 302,179 -3,765 -1%
MAP
83
Managed Asset Portfolios
Michigan
$25.6M 294,841 +11,387 +4%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$25.5M 293,252 +46 +0%
SC
85
Saturna Capital
Washington
$25.1M 288,328 +1,834 +0.6%
GC
86
Guardian Capital
Ontario, Canada
$25M 287,610 +12,821 +5%
Parnassus Investments
87
Parnassus Investments
California
$25M 287,322 – –
EVM
88
Eaton Vance Management
Massachusetts
$24.8M 284,902 +11,632 +4%
BCPEMI
89
Bain Capital Public Equity Management II
Massachusetts
$24.5M 281,560 -703,194 -71%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$24.1M 277,858 +2,152 +0.8%
RMCM
91
Reynders McVeigh Capital Management
Massachusetts
$22.6M 260,092 -18,146 -7%
BTS
92
BB&T Securities
Virginia
$22.4M 257,438 -2,593 -1%
CCM
93
Causeway Capital Management
California
$22.4M 257,850 -19,489 -7%
OA
94
Oak Associates
Ohio
$22.1M 254,054 -1,524 -0.6%
TCM
95
Tekla Capital Management
Massachusetts
$21.7M 249,447 -27,600 -10%
GG
96
Gofen & Glossberg
Illinois
$21.6M 248,810 -740 -0.3%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$21.6M 248,251 +5,423 +2%
BCWM
98
Bartlett & Co Wealth Management
Ohio
$21.5M 247,460 -9,885 -4%
BC
99
Bartlett & Co
Ohio
$21.5M 247,460 -9,885 -4%
CIM
100
Confluence Investment Management
Missouri
$21.1M 242,254 +11,671 +5%
2 3
4
5 6