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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
BlackRock
New York
$982M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$602M
3
Bank of America
Bank of America
North Carolina
$777M
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$409M
5
Boston Partners
Boston Partners
Massachusetts
$605M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$3.16B
2
Parnassus Investments
Parnassus Investments
California
$27.6M
3
BBHC
Brown Brothers Harriman & Co
New York
$556M
4
Franklin Resources
Franklin Resources
California
$1.22B
5
Millennium Management
Millennium Management
New York
$47.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAIM
176
American Assets Investment Management
California
$9.32M – – –
VV
177
Verity & Verity
South Carolina
$9.3M +$9.77K +127 +0.1%
VW
178
Vantage Wealth
California
$9.24M +$9.84K +128 +0.1%
ECG
179
Edge Capital Group
Georgia
$9.23M +$9.23M +120,069 New
CIBC World Market
180
CIBC World Market
Ontario, Canada
$9.22M -$156K -2,035 -2%
LTFS
181
Ladenburg Thalmann Financial Services
Florida
$9.02M +$2.34M +30,460 +35%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$8.8M -$437K -5,689 -5%
DP
183
DDD Partners
Washington
$8.79M +$32.4K +421 +0.4%
DMIC
184
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.63M -$117K -1,519 -1%
UCFA
185
United Capital Financial Advisors
Texas
$8.63M -$63.3K -823 -0.7%
WCM
186
Wallace Capital Management
Texas
$8.53M -$11.5K -150 -0.1%
BC
187
Brinker Capital
Pennsylvania
$8.26M -$18K -233 -0.2%
PSUF
188
People's United Financial
Connecticut
$8.25M -$6.26M -81,390 -43%
GHA
189
GW Henssler & Associates
Georgia
$8.19M +$359K +4,665 +5%
MJP
190
Michael J. Puzo
$8.14M -$100K -1,301 -1%
WF
191
Welch & Forbes
Massachusetts
$7.98M -$4.08K -53 -0.1%
AllianceBernstein
192
AllianceBernstein
Tennessee
$7.72M -$6.55M -85,178 -46%
BCB
193
Brian C. Broderick
$7.65M -$206K -2,680 -3%
CCMIC
194
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$7.63M -$272K -3,543 -3%
PMG
195
ProVise Management Group
Florida
$7.6M -$348K -4,520 -4%
UBS AM
196
UBS AM
Illinois
$7.4M +$611K +7,944 +9%
PHS
197
Pekin Hardy Strauss
Illinois
$7.28M -$3.48M -45,237 -32%
SWK
198
Stephen W. Kidder
$7.27M -$151K -1,960 -2%
EVM
199
Evelyn V. Moreno
$7.13M +$16.3K +212 +0.2%
CCM
200
Cohen Capital Management
California
$7.12M +$37.8K +491 +0.5%
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