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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 %
OAM
101
Oppenheimer Asset Management
New York
$24.9M -$380K -4,936 -2%
SC
102
Saturna Capital
Washington
$24.8M +$4.31K +56 +0%
First Trust Advisors
103
First Trust Advisors
Illinois
$24.3M +$528K +6,865 +2%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$23.5M +$432K +5,614 +2%
MAP
105
Managed Asset Portfolios
Michigan
$22.6M +$730K +9,494 +3%
Citadel Advisors
106
Citadel Advisors
Florida
$22.3M -$45.1M -586,831 -67%
GG
107
Gofen & Glossberg
Illinois
$21.4M -$52.7K -686 -0.2%
CTA
108
Carillon Tower Advisers
Florida
$21.2M -$3.74M -48,614 -15%
M&T Bank
109
M&T Bank
New York
$20.3M -$262K -3,409 -1%
Balyasny Asset Management
110
Balyasny Asset Management
Illinois
$20.2M -$18.7M -242,841 -48%
FFIC
111
First Fiduciary Investment Counsel
Ohio
$19.9M +$236K +3,064 +1%
PNC
112
Park National Corp
Ohio
$19.4M -$4.02M -52,300 -17%
BTS
113
BB&T Securities
Virginia
$18.8M +$103K +1,346 +0.6%
OCAM
114
Onex Canada Asset Management
Ontario, Canada
$18.7M -$3.37M -43,881 -15%
PAS
115
Professional Advisory Services
Florida
$18.6M -$1.6M -20,777 -8%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$18.5M +$481K +6,256 +3%
CIM
117
Confluence Investment Management
Missouri
$18.4M +$2.09M +27,180 +13%
SAM
118
Sectoral Asset Management
Quebec, Canada
$18.3M -$1.18M -15,289 -6%
BG
119
Bahl & Gaynor
Ohio
$17.9M -$510K -6,638 -3%
TG
120
TCW Group
California
$17.8M -$90.5K -1,177 -0.5%
EIA
121
Edgemoor Investment Advisors
Maryland
$17.3M -$111K -1,446 -0.6%
Adage Capital Partners
122
Adage Capital Partners
Massachusetts
$17.2M +$17.2M +223,200 New
TD Asset Management
123
TD Asset Management
Ontario, Canada
$17M -$536K -6,970 -3%
EWA
124
Exencial Wealth Advisors
Oklahoma
$17M -$238K -3,092 -1%
MTC
125
McDaniel Terry & Co
Texas
$16.9M -$57.6K -749 -0.3%
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