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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 %
TRIM
201
Thompson Rubinstein Investment Management
Oregon
$6.97M – – –
RFM
202
Royal Fund Management
Florida
$6.95M -$1.15M -14,902 -14%
PA
203
Pinnacle Associates
New York
$6.93M -$69.4K -902 -1%
FGP
204
Foyston, Gordon, & Payne
Ontario, Canada
$6.91M -$605K -7,863 -8%
FBC
205
Fairfield, Bush & Co
Connecticut
$6.79M -$42.5K -553 -0.6%
Baird Financial Group
206
Baird Financial Group
Wisconsin
$6.62M +$8.54K +111 +0.1%
IM
207
Islet Management
New York
$6.44M +$6.44M +83,700 New
BCM
208
Buckhead Capital Management
Georgia
$6.33M +$52.2K +679 +0.8%
KeyBank National Association
209
KeyBank National Association
Ohio
$6.31M -$84K -1,092 -1%
DP
210
Dearborn Partners
Illinois
$6.28M +$32.4K +421 +0.5%
NCM
211
Narwhal Capital Management
Georgia
$6.26M – – –
ISL
212
Ingalls & Snyder LLC
New York
$6.25M +$39.8K +518 +0.6%
Creative Planning
213
Creative Planning
Kansas
$6.25M +$191K +2,485 +3%
CNB
214
Camden National Bank
Maine
$6.2M +$327K +4,249 +6%
DG
215
Delek Group
Israel
$6.06M -$1.76M -22,320 -23%
First Manhattan
216
First Manhattan
New York
$5.91M +$124K +1,618 +2%
GG
217
Greenwood Gearhart
Arkansas
$5.88M +$211K +2,748 +4%
ECM
218
ETrade Capital Management
Virginia
$5.87M +$1.1M +14,257 +23%
PP
219
Patten & Patten
Tennessee
$5.84M +$284K +3,694 +5%
BIC
220
Beach Investment Counsel
Pennsylvania
$5.77M -$4.39K -56 -0.1%
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$5.71M +$734K +9,542 +15%
CCT
222
Country Club Trust
Missouri
$5.7M -$120K -1,563 -2%
IHL
223
Investment House LLC
California
$5.62M -$29.8K -387 -0.5%
GC
224
Grimes & Company
Massachusetts
$5.56M -$61.8K -804 -1%
SIS
225
Susquehanna International Securities
Ireland
$5.52M +$5.52M +71,786 New
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