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Novartis
NVS

Overview Fund Activity

1,093 hedge funds and large institutions have $23.5B invested in Novartis in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 852 reducing their positions, and 84 closing their positions.

Holders
1,093
Holders Change
-39
Holders Change %
-3.45%
% of All Funds
23.78%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.63%
New
61
Increased
180
Reduced
852
Closed
84
Calls
$228M
Puts
$120M
Net Calls
+$108M
Net Calls Change
+$57.2M

Top Buyers

1
BCPEMI
1
Bain Capital Public Equity Management II
Massachusetts
$89.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$372M
3
SC
3
Samlyn Capital
New York
$39.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$51.8M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$65.9M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.69B
2
BlackRock
2
BlackRock
New York
$457M
3
Boston Partners
3
Boston Partners
Massachusetts
$358M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$664M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
101
Oak Associates
Ohio
$23.3M +$1.93M +21,114 +9%
GG
102
Gofen & Glossberg
Illinois
$22.8M -$2.69M -29,435 -11%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$22.2M -$1.24M -13,562 -5%
M&T Bank
104
M&T Bank
New York
$21.3M -$2.89M -31,673 -12%
CIM
105
Confluence Investment Management
Missouri
$21.1M -$1.21M -13,276 -5%
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$19.6M -$2.57M -28,099 -12%
HighTower Advisors
107
HighTower Advisors
Illinois
$19.5M -$386K -4,228 -2%
American Century Companies
108
American Century Companies
Missouri
$18.8M +$5.89M +64,501 +46%
HTHT
109
Hemenway Trust Hemenway Trust
New Hampshire
$18.6M -$2.01M -22,000 -10%
UBS AM
110
UBS AM
Illinois
$18.5M +$10.2M +111,880 +123%
EIA
111
Edgemoor Investment Advisors
Maryland
$18.4M -$2.16M -23,633 -11%
FCI
112
Financial Counselors Inc
Kansas
$18.2M -$2.08M -22,774 -10%
MTC
113
McDaniel Terry & Co
Texas
$18.2M -$1.97M -21,587 -10%
PAS
114
Professional Advisory Services
Florida
$18.2M -$3.75M -41,074 -17%
US Bancorp
115
US Bancorp
Minnesota
$17.9M -$5.22M -57,170 -23%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$17.9M +$676K +7,408 +4%
BG
117
Bahl & Gaynor
Ohio
$17.7M -$3.22M -35,278 -15%
Capital World Investors
118
Capital World Investors
California
$17.7M -$2.02M -22,074 -10%
RJFSA
119
Raymond James Financial Services Advisors
Florida
$17.4M -$62.2K -681 -0.4%
ACM
120
Advisors Capital Management
New Jersey
$17.4M -$994K -10,891 -5%
FFIC
121
First Fiduciary Investment Counsel
Ohio
$17.4M -$5.48M -60,000 -24%
BFS
122
Bradley Foster & Sargent
Connecticut
$17.2M -$365K -3,997 -2%
CTA
123
Carillon Tower Advisers
Florida
$17.1M -$10.7M -117,547 -39%
William Blair & Company
124
William Blair & Company
Illinois
$16.9M -$1.4M -15,325 -8%
SAM
125
Sectoral Asset Management
Quebec, Canada
$16.7M -$4.12M -45,069 -20%
3 4
5
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