NVS icon

Novartis
NVS

Overview Fund Activity

1,132 hedge funds and large institutions have $26.2B invested in Novartis in 2019 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 419 increasing their positions, 396 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
+46
Holders Change %
+4.24%
% of All Funds
24.54%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.85%
New
114
Increased
419
Reduced
396
Closed
56
Calls
$146M
Puts
$94.9M
Net Calls
+$50.8M
Net Calls Change
+$23.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$160M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$136M
3
Primecap Management
Primecap Management
California
+$93.3M
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$88.1M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$68.2M

Top Sellers

1
BlackRock
BlackRock
New York
-$124M
2
Capital International Investors
Capital International Investors
California
-$64.7M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$60.6M
4
Boston Partners
Boston Partners
Massachusetts
-$56.2M
5
MAM
Majedie Asset Management
United Kingdom
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$3.49B -$43.6M -506,690 -1%
Primecap Management
2
Primecap Management
California
$2.29B +$93.3M +1,082,503 +4%
Franklin Resources
3
Franklin Resources
California
$1.37B -$1.11M -12,889 -0.1%
BlackRock
4
BlackRock
New York
$976M -$124M -1,437,764 -11%
Bank of America
5
Bank of America
North Carolina
$870M -$305K -3,540 -0%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$834M +$160M +1,855,356 +24%
Wells Fargo
7
Wells Fargo
California
$753M -$4.56M -52,918 -0.6%
Fisher Asset Management
8
Fisher Asset Management
Washington
$752M +$20.5M +237,774 +3%
UBS Group
9
UBS Group
Switzerland
$682M +$27M +313,547 +4%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$674M +$4.54M +52,660 +0.7%
Boston Partners
11
Boston Partners
Massachusetts
$621M -$56.2M -652,175 -8%
BBHC
12
Brown Brothers Harriman & Co
New York
$591M -$32.2M -374,313 -5%
Mawer Investment Management
13
Mawer Investment Management
Alberta, Canada
$546M +$88.1M +1,022,443 +19%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$450M +$136M +1,579,113 +43%
CSIA
15
Charles Schwab Investment Advisory
California
$395M +$6.39M +74,209 +2%
Northern Trust
16
Northern Trust
Illinois
$376M -$12.9M -149,800 -3%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$357M +$35.7M +414,478 +11%
Aristotle Capital Management
18
Aristotle Capital Management
California
$336M +$41.5M +481,921 +14%
MNG
19
Manning & Napier Group
New York
$314M -$14.6M -169,350 -4%
Renaissance Technologies
20
Renaissance Technologies
New York
$309M -$27.1M -314,710 -8%
Morgan Stanley
21
Morgan Stanley
New York
$296M +$19.1M +221,164 +7%
State Street
22
State Street
Massachusetts
$250M -$1.5M -17,441 -0.6%
Lazard Asset Management
23
Lazard Asset Management
New York
$243M +$7.57M +87,882 +3%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$240M -$21.7M -251,596 -8%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$237M -$3.81M -50,291 -2%
1
2 3 4 5