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Novartis
NVS

Overview Fund Activity

1,093 hedge funds and large institutions have $23.5B invested in Novartis in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 431 increasing their positions, 397 reducing their positions, and 84 closing their positions.

Holders
1,093
Holders Change
-39
Holders Change %
-3.45%
% of All Funds
23.78%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.63%
New
61
Increased
431
Reduced
397
Closed
84
Calls
$228M
Puts
$120M
Net Calls
+$108M
Net Calls Change
+$57.2M

Top Buyers

1
Primecap Management
1
Primecap Management
California
$2.34B
2
BCPEMI
2
Bain Capital Public Equity Management II
Massachusetts
$89.9M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$372M
4
UBS Group
4
UBS Group
Switzerland
$715M
5
SCCM
5
Schafer Cullen Capital Management
New York
$245M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.69B
2
BlackRock
2
BlackRock
New York
$457M
3
Boston Partners
3
Boston Partners
Massachusetts
$358M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$276M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$664M
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$2.69B 29,424,569 -6,920,026 -19%
Primecap Management
2
Primecap Management
California
$2.34B 25,617,640 +1,760,424 +7%
Franklin Resources
3
Franklin Resources
California
$1.27B 13,908,645 -307,489 -2%
Bank of America
4
Bank of America
North Carolina
$837M 9,166,269 +115,613 +1%
Fisher Asset Management
5
Fisher Asset Management
Washington
$737M 8,067,235 +244,544 +3%
UBS Group
6
UBS Group
Switzerland
$715M 7,826,577 +733,274 +10%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$664M 7,275,541 -1,403,011 -16%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$642M 7,028,136 +16,801 +0.2%
Wells Fargo
9
Wells Fargo
California
$611M 6,693,086 -1,141,347 -15%
BBHC
10
Brown Brothers Harriman & Co
New York
$543M 5,948,523 -197,729 -3%
Mawer Investment Management
11
Mawer Investment Management
Alberta, Canada
$531M 5,813,946 +133,293 +2%
BlackRock
12
BlackRock
New York
$457M 5,000,961 -5,150,018 -51%
CSIA
13
Charles Schwab Investment Advisory
California
$386M 4,229,178 +118,863 +3%
Renaissance Technologies
14
Renaissance Technologies
New York
$372M 4,069,357 +854,857 +27%
Northern Trust
15
Northern Trust
Illinois
$362M 3,963,027 +51,518 +1%
Boston Partners
16
Boston Partners
Massachusetts
$358M 3,922,560 -2,539,848 -39%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$356M 3,903,956 +186,461 +5%
Aristotle Capital Management
18
Aristotle Capital Management
California
$310M 3,396,680 -103,404 -3%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$276M 3,022,941 -1,658,265 -35%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$248M 2,719,478 -86,554 -3%
SCCM
21
Schafer Cullen Capital Management
New York
$245M 2,776,261 +533,376 +24%
State Street
22
State Street
Massachusetts
$244M 2,673,208 +68,049 +3%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$235M 2,574,602 +78,540 +3%
Lazard Asset Management
24
Lazard Asset Management
New York
$229M 2,502,779 -23,118 -0.9%
MNG
25
Manning & Napier Group
New York
$228M 2,498,927 -764,533 -23%
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