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Novartis
NVS

Overview Fund Activity

1,027 hedge funds and large institutions have $22.4B invested in Novartis in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 359 increasing their positions, 368 reducing their positions, and 44 closing their positions.

Holders
1,027
Holders Change
+41
Holders Change %
+4.16%
% of All Funds
23.52%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.5%
New
91
Increased
359
Reduced
368
Closed
44
Calls
$89.4M
Puts
$63.6M
Net Calls
+$25.8M
Net Calls Change
-$44.1M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$268M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$87.7M
3
EAM
3
Eagle Asset Management
Florida
$72.7M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$67.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$67.7M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$256M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$17M
3
Franklin Resources
3
Franklin Resources
California
$1.3B
4
Two Sigma Investments
4
Two Sigma Investments
New York
$12.5M
5
BBHC
5
Brown Brothers Harriman & Co
New York
$648M
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$3.82B 44,361,387 +229,525 +0.5%
Primecap Management
2
Primecap Management
California
$1.92B 22,241,721 +110,563 +0.5%
Franklin Resources
3
Franklin Resources
California
$1.3B 15,145,025 -650,568 -4%
Wells Fargo
4
Wells Fargo
California
$660M 7,659,298 -98,432 -1%
BBHC
5
Brown Brothers Harriman & Co
New York
$648M 7,516,511 -536,968 -7%
Fisher Asset Management
6
Fisher Asset Management
Washington
$640M 7,425,077 +99,816 +1%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$633M 7,345,919 +136,220 +2%
Bank of America
8
Bank of America
North Carolina
$624M 7,236,823 +487,290 +7%
UBS Group
9
UBS Group
Switzerland
$575M 6,674,720 +100,504 +2%
Boston Partners
10
Boston Partners
Massachusetts
$481M 5,586,949 -19,681 -0.4%
Parnassus Investments
11
Parnassus Investments
California
$408M 4,738,600 -3,099 -0.1%
Northern Trust
12
Northern Trust
Illinois
$360M 4,183,041 +91,024 +2%
CSIA
13
Charles Schwab Investment Advisory
California
$345M 4,003,803 +64,993 +2%
Aristotle Capital Management
14
Aristotle Capital Management
California
$315M 3,660,270 -23,770 -0.6%
BlackRock
15
BlackRock
New York
$305M 3,536,334 -293,236 -8%
MNG
16
Manning & Napier Group
New York
$300M 3,486,004 -196,031 -5%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$282M 3,267,352 +741,373 +29%
Mawer Investment Management
18
Mawer Investment Management
Alberta, Canada
$268M 3,106,449 +137,997 +5%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$268M 3,106,154 +2,416,454 +350%
Renaissance Technologies
20
Renaissance Technologies
New York
$256M 2,967,398 -888,890 -23%
Morgan Stanley
21
Morgan Stanley
New York
$253M 2,938,605 +34,696 +1%
State Street
22
State Street
Massachusetts
$234M 2,721,656 -46,098 -2%
SCCM
23
Schafer Cullen Capital Management
New York
$224M 2,600,805 +26,578 +1%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$196M 2,273,544 -29,002 -1%
Invesco
25
Invesco
Georgia
$194M 2,248,929 -193,068 -8%
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