Novartis
NVS
1,088 hedge funds and large institutions have $23.4B invested in Novartis in 2018 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 342 increasing their positions, 402 reducing their positions, and 76 closing their positions.
89% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 76
82% more funds holding in top 10
Funds holding in top 10: 22 → 40 (+18)
34% more call options, than puts
Call options by funds: $108M | Put options by funds: $80.5M
6% more funds holding
Funds holding: 1,028 → 1,088 (+60)
4% more capital invested
Capital invested by funds: $22.5B → $23.4B (+$944M)
0.54% more ownership
Funds ownership: 11.39% → 11.93% (+0.54%)
15% less repeat investments, than reductions
Existing positions increased: 342 | Existing positions reduced: 402
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$687M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$497M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$158M |
| 4 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$144M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$127M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$657M |
| 2 |
Parnassus Investments
San Francisco,
California
|
-$384M |
| 3 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$89.9M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$79.7M |
| 5 |
Millennium Management
New York
|
-$73.3M |
NVS Hedge Fund Activity: Q4 2018 in Review
1,088 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q4 2018, worth a combined $23.4B — up 4.2% from $22.5B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new NVS positions and 76 closed out — a net gain of 68 holders — while 342 added to existing stakes and 402 trimmed.
The largest buyer was BlackRock, adding an estimated $687M. The largest seller was Dodge & Cox, cutting an estimated $657M.
- 1,088 institutional investors held Novartis (NVS) as of Q4 2018, up from 1,028 in Q3 2018.
- Funds reported $23.4B of Novartis stock for Q4 2018, up 4.2% quarter-over-quarter.
- 144 funds opened new Novartis positions in Q4 2018 and 76 closed out, a net change of +68 holders.
- The largest Novartis buyer in Q4 2018 was BlackRock, an estimated $687M added.
- The largest Novartis seller in Q4 2018 was Dodge & Cox, an estimated $657M sold.
Based on aggregated 13F filings for Q4 2018.