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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 Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$20.7M +$3.64M +41,876 +21%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$20.1M +$1.48M +17,067 +8%
M&T Bank
103
M&T Bank
New York
$20M -$248K -2,853 -1%
HighTower Advisors
104
HighTower Advisors
Illinois
$19M +$395K +4,536 +2%
HTHT
105
Hemenway Trust Hemenway Trust
New Hampshire
$17.8M +$135K +1,549 +0.8%
ACM
106
Advisors Capital Management
New Jersey
$17.6M +$1.05M +12,045 +6%
Capital World Investors
107
Capital World Investors
California
$17.2M +$420K +4,834 +3%
PAS
108
Professional Advisory Services
Florida
$17.2M -$91.2K -1,050 -0.5%
MTC
109
McDaniel Terry & Co
Texas
$17.1M -$208K -2,395 -1%
FCI
110
Financial Counselors Inc
Kansas
$17.1M -$221K -2,541 -1%
BFS
111
Bradley Foster & Sargent
Connecticut
$17M +$630K +7,250 +4%
BG
112
Bahl & Gaynor
Ohio
$16.8M -$8.17K -94 -0%
EIA
113
Edgemoor Investment Advisors
Maryland
$16.8M -$726K -8,354 -4%
UBS AM
114
UBS AM
Illinois
$16.8M -$873K -10,043 -5%
EWA
115
Exencial Wealth Advisors
Oklahoma
$16.4M +$2.35M +27,013 +17%
LPL Financial
116
LPL Financial
California
$16.2M +$1.34M +15,400 +9%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$16.1M -$929K -10,696 -5%
FFIC
118
First Fiduciary Investment Counsel
Ohio
$15.9M -$646K -7,435 -4%
RJFSA
119
Raymond James Financial Services Advisors
Florida
$15.9M -$698K -8,035 -4%
Voloridge Investment Management
120
Voloridge Investment Management
Florida
$15.6M +$14.5M +166,294 +1,257%
William Blair & Company
121
William Blair & Company
Illinois
$15.2M -$921K -10,595 -6%
KFS
122
Kurt F. Somerville
$15.1M -$32.7K -376 -0.2%
Comerica Bank
123
Comerica Bank
Texas
$14.8M -$479K -5,495 -3%
Massachusetts Financial Services
124
Massachusetts Financial Services
Massachusetts
$14.6M -$84.2K -969 -0.6%
American Century Companies
125
American Century Companies
Missouri
$14.3M -$3.64M -41,848 -20%
3 4
5
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