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Novartis
NVS

Overview Fund Activity

1,089 hedge funds and large institutions have $21.2B invested in Novartis in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 356 increasing their positions, 446 reducing their positions, and 69 closing their positions.

Holders
1,089
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
23.92%
Holding in Top 10
14
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-51.72%
% of All Funds
0.31%
New
71
Increased
356
Reduced
446
Closed
69
Calls
$162M
Puts
$154M
Net Calls
+$8.43M
Net Calls Change
-$99.5M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$452M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$408M
3
PHS
3
PFM Health Sciences
California
$59.7M
4
SC
4
Sculptor Capital
New York
$28.5M
5
Jennison Associates
5
Jennison Associates
New York
$28.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$185M
2
Dodge & Cox
2
Dodge & Cox
California
$2.33B
3
Boston Partners
3
Boston Partners
Massachusetts
$166M
4
Franklin Resources
4
Franklin Resources
California
$1.07B
5
BBHC
5
Brown Brothers Harriman & Co
New York
$412M
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$2.33B 26,768,876 -2,655,693 -9%
Primecap Management
2
Primecap Management
California
$2.22B 25,539,700 -77,940 -0.3%
Franklin Resources
3
Franklin Resources
California
$1.07B 12,333,484 -1,575,161 -11%
Bank of America
4
Bank of America
North Carolina
$731M 8,414,309 -751,960 -8%
Fisher Asset Management
5
Fisher Asset Management
Washington
$723M 8,314,984 +247,749 +3%
UBS Group
6
UBS Group
Switzerland
$662M 7,616,734 -209,843 -3%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$617M 7,102,815 +74,679 +1%
Wells Fargo
8
Wells Fargo
California
$583M 6,713,904 +20,818 +0.3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$574M 6,604,389 -671,152 -9%
Mawer Investment Management
10
Mawer Investment Management
Alberta, Canada
$521M 5,990,387 +176,441 +3%
Renaissance Technologies
11
Renaissance Technologies
New York
$452M 5,205,155 +1,135,798 +28%
BBHC
12
Brown Brothers Harriman & Co
New York
$412M 4,742,297 -1,206,226 -20%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$408M 4,696,715 +792,759 +20%
CSIA
14
Charles Schwab Investment Advisory
California
$374M 4,302,217 +73,039 +2%
Northern Trust
15
Northern Trust
Illinois
$343M 3,951,141 -11,886 -0.3%
Aristotle Capital Management
16
Aristotle Capital Management
California
$305M 3,510,362 +113,682 +3%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$281M 3,233,430 +210,489 +7%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$253M 2,894,064 +174,586 +6%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$242M 2,790,079 +215,477 +8%
State Street
20
State Street
Massachusetts
$237M 2,721,543 +48,335 +2%
SCCM
21
Schafer Cullen Capital Management
New York
$232M 2,672,913 -103,348 -4%
PPA
22
Parametric Portfolio Associates
Washington
$221M 2,538,794 +61,474 +2%
Lazard Asset Management
23
Lazard Asset Management
New York
$217M 2,491,912 -10,867 -0.4%
Morgan Stanley
24
Morgan Stanley
New York
$211M 2,432,441 +23,073 +1%
MNG
25
Manning & Napier Group
New York
$210M 2,413,551 -85,376 -3%
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