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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 %
D.E. Shaw & Co
76
D.E. Shaw & Co
New York
$29.9M 362,250 +354,885 +4,819%
WG
77
Welch Group
Alabama
$28.2M 342,518 +15,040 +5%
NPA
78
Nichols & Pratt Advisers
Massachusetts
$28.1M 341,525 +1,865 +0.5%
Capital World Investors
79
Capital World Investors
California
$27.8M 336,883 +137,138 +69%
MAP
80
Managed Asset Portfolios
Michigan
$27.5M 332,962 +19,511 +6%
CCM
81
Causeway Capital Management
California
$26.9M 326,734 +32,835 +11%
US Bancorp
82
US Bancorp
Minnesota
$26.5M 321,043 +78,210 +32%
Brown Advisory
83
Brown Advisory
Maryland
$26M 315,782 -7,543 -2%
SC
84
Saturna Capital
Washington
$25.9M 295,403 +5,675 +2%
OAM
85
Oppenheimer Asset Management
New York
$25.8M 313,121 +1,380 +0.4%
JPMPWA
86
J.P. Morgan Private Wealth Advisors
California
$25.6M 311,067 +8,373 +3%
Two Sigma Investments
87
Two Sigma Investments
New York
$25.6M 310,347 +310,347 New
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$25.4M 307,801 +15,305 +5%
OCM
89
Osterweis Capital Management
California
$24M 290,724 -10,915 -4%
Parnassus Investments
90
Parnassus Investments
California
$23.7M 287,322 – –
EVM
91
Eaton Vance Management
Massachusetts
$23.5M 284,710 -4,747 -2%
TAM
92
Tocqueville Asset Management
New York
$23.3M 282,543 -27 -0%
CIBC Private Wealth Group
93
CIBC Private Wealth Group
Georgia
$21.2M 257,566 +15,256 +6%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$21M 254,804 -2,550 -1%
GG
95
Gofen & Glossberg
Illinois
$21M 254,719 +4,226 +2%
CIM
96
Confluence Investment Management
Missouri
$20.7M 250,838 +20,255 +9%
Citigroup
97
Citigroup
New York
$20.6M 249,948 +11,950 +5%
OA
98
Oak Associates
Ohio
$20.3M 246,293 -2,541 -1%
RMCM
99
Reynders McVeigh Capital Management
Massachusetts
$20M 242,591 -10,661 -4%
BCWM
100
Bartlett & Co Wealth Management
Ohio
$19.6M 237,663 -6,308 -3%
2 3
4
5 6