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Novartis
NVS

Overview Fund Activity

986 hedge funds and large institutions have $19.3B invested in Novartis in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 343 increasing their positions, 397 reducing their positions, and 82 closing their positions.

Holders
986
Holders Change
-25
Holders Change %
-2.47%
% of All Funds
22.6%
Holding in Top 10
13
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-45.83%
% of All Funds
0.3%
New
65
Increased
343
Reduced
397
Closed
82
Calls
$96.7M
Puts
$26.8M
Net Calls
+$69.9M
Net Calls Change
+$29.6M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$298M
2
Boston Partners
2
Boston Partners
Massachusetts
$424M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$291M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$79.5M
5
Franklin Resources
5
Franklin Resources
California
$1.19B

Top Sellers

1
Parnassus Investments
1
Parnassus Investments
California
$358M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$608M
3
MWNA
3
Marshall Wace North America
New York
$61.4M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$545M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$3.33B 44,131,862 -168,300 -0.4%
Primecap Management
2
Primecap Management
California
$1.67B 22,131,158 +312,686 +1%
Franklin Resources
3
Franklin Resources
California
$1.19B 15,795,593 +994,495 +7%
BBHC
4
Brown Brothers Harriman & Co
New York
$608M 8,053,479 -871,065 -10%
Wells Fargo
5
Wells Fargo
California
$586M 7,757,730 -86,137 -1%
Fisher Asset Management
6
Fisher Asset Management
Washington
$553M 7,325,261 +318,787 +5%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$545M 7,209,699 -592,387 -8%
Bank of America
8
Bank of America
North Carolina
$510M 6,749,533 -3,930 -0.1%
UBS Group
9
UBS Group
Switzerland
$497M 6,574,216 +51,439 +0.8%
Boston Partners
10
Boston Partners
Massachusetts
$424M 5,606,630 +2,885,436 +106%
Parnassus Investments
11
Parnassus Investments
California
$358M 4,741,699 -4,838,169 -51%
Northern Trust
12
Northern Trust
Illinois
$309M 4,092,017 +2,446 +0.1%
CSIA
13
Charles Schwab Investment Advisory
California
$298M 3,938,810 +3,938,810 New
Renaissance Technologies
14
Renaissance Technologies
New York
$291M 3,856,288 +1,819,590 +89%
BlackRock
15
BlackRock
New York
$289M 3,829,570 -13,119 -0.3%
Aristotle Capital Management
16
Aristotle Capital Management
California
$278M 3,684,040 +284,399 +8%
MNG
17
Manning & Napier Group
New York
$278M 3,682,035 -73,628 -2%
Mawer Investment Management
18
Mawer Investment Management
Alberta, Canada
$224M 2,968,452 +65,185 +2%
Morgan Stanley
19
Morgan Stanley
New York
$219M 2,903,909 -18,812 -0.6%
State Street
20
State Street
Massachusetts
$209M 2,767,754 +20,273 +0.7%
SCCM
21
Schafer Cullen Capital Management
New York
$194M 2,574,227 -107,366 -4%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$191M 2,525,979 +615,844 +32%
Invesco
23
Invesco
Georgia
$184M 2,441,997 +231,129 +10%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$174M 2,302,546 +210,398 +10%
FWIA
25
Fort Washington Investment Advisors
Ohio
$152M 2,008,695 +229,048 +13%
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