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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.

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
1
BlackRock
New York
$982M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$602M
3
Bank of America
3
Bank of America
North Carolina
$777M
4
Mawer Investment Management
4
Mawer Investment Management
Alberta, Canada
$409M
5
Boston Partners
5
Boston Partners
Massachusetts
$605M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$3.16B
2
Parnassus Investments
2
Parnassus Investments
California
$27.6M
3
BBHC
3
Brown Brothers Harriman & Co
New York
$556M
4
Franklin Resources
4
Franklin Resources
California
$1.22B
5
Millennium Management
5
Millennium Management
New York
$47.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$3.16B 36,798,618 -7,562,769 -17%
Primecap Management
2
Primecap Management
California
$1.96B 22,887,231 +645,510 +3%
Franklin Resources
3
Franklin Resources
California
$1.22B 14,227,684 -917,341 -6%
BlackRock
4
BlackRock
New York
$982M 11,439,298 +7,902,964 +223%
Bank of America
5
Bank of America
North Carolina
$777M 9,053,828 +1,817,005 +25%
Wells Fargo
6
Wells Fargo
California
$676M 7,881,850 +222,552 +3%
Fisher Asset Management
7
Fisher Asset Management
Washington
$653M 7,609,632 +184,555 +2%
Boston Partners
8
Boston Partners
Massachusetts
$605M 7,046,794 +1,459,845 +26%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$602M 7,016,047 +5,720,650 +442%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$598M 6,964,149 -381,770 -5%
UBS Group
11
UBS Group
Switzerland
$585M 6,812,347 +137,627 +2%
BBHC
12
Brown Brothers Harriman & Co
New York
$556M 6,481,658 -1,034,853 -14%
Mawer Investment Management
13
Mawer Investment Management
Alberta, Canada
$409M 4,764,486 +1,658,037 +53%
Northern Trust
14
Northern Trust
Illinois
$347M 4,045,738 -137,303 -3%
CSIA
15
Charles Schwab Investment Advisory
California
$347M 4,043,820 +40,017 +1%
Renaissance Technologies
16
Renaissance Technologies
New York
$300M 3,496,498 +529,100 +18%
MNG
17
Manning & Napier Group
New York
$293M 3,415,207 -70,797 -2%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$287M 3,346,099 +78,747 +2%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$280M 3,266,230 +160,076 +5%
Aristotle Capital Management
20
Aristotle Capital Management
California
$263M 3,068,255 -592,015 -16%
Morgan Stanley
21
Morgan Stanley
New York
$248M 2,885,187 -53,418 -2%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$245M 2,851,096 +959,708 +51%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$234M 2,721,506 +1,400,827 +106%
State Street
24
State Street
Massachusetts
$225M 2,620,787 -100,869 -4%
Lazard Asset Management
25
Lazard Asset Management
New York
$210M 2,447,150 +579,103 +31%
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