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Novartis
NVS

Overview Fund Activity

1,171 hedge funds and large institutions have $24.4B invested in Novartis in 2019 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 412 increasing their positions, 387 reducing their positions, and 55 closing their positions.

Holders
1,171
Holders Change
+82
Holders Change %
+7.53%
% of All Funds
23.12%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.45%
New
156
Increased
412
Reduced
387
Closed
55
Calls
$200M
Puts
$129M
Net Calls
+$71M
Net Calls Change
+$62.6M

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$972M
2
Jennison Associates
2
Jennison Associates
New York
$269M
3
BlackRock
3
BlackRock
New York
$422M
4
Aristotle Capital Management
4
Aristotle Capital Management
California
$548M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$625M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.39B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$569M
3
Franklin Resources
3
Franklin Resources
California
$1.12B
4
State Street
4
State Street
Massachusetts
$210M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Primecap Management
1
Primecap Management
California
$2.41B 25,472,350 -67,350 -0.3%
Dodge & Cox
2
Dodge & Cox
California
$2.39B 25,205,581 -1,563,295 -6%
Franklin Resources
3
Franklin Resources
California
$1.12B 11,799,184 -534,300 -4%
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$972M 10,265,132 +3,162,317 +45%
Bank of America
5
Bank of America
North Carolina
$887M 9,371,109 +956,800 +11%
Fisher Asset Management
6
Fisher Asset Management
Washington
$797M 8,421,770 +106,786 +1%
UBS Group
7
UBS Group
Switzerland
$765M 8,083,807 +467,073 +6%
Wells Fargo
8
Wells Fargo
California
$639M 6,749,004 +35,100 +0.5%
Renaissance Technologies
9
Renaissance Technologies
New York
$625M 6,601,182 +1,396,027 +27%
Mawer Investment Management
10
Mawer Investment Management
Alberta, Canada
$572M 6,036,824 +46,437 +0.8%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$569M 6,012,889 -591,500 -9%
Aristotle Capital Management
12
Aristotle Capital Management
California
$548M 5,788,168 +2,277,806 +65%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$455M 4,805,137 +108,422 +2%
BlackRock
14
BlackRock
New York
$422M 4,452,811 +2,325,948 +109%
CSIA
15
Charles Schwab Investment Advisory
California
$417M 4,398,928 +96,711 +2%
BBHC
16
Brown Brothers Harriman & Co
New York
$415M 4,387,385 -354,912 -7%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$384M 4,058,336 +824,906 +26%
Northern Trust
18
Northern Trust
Illinois
$379M 4,001,072 +49,931 +1%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$299M 3,154,057 +259,993 +9%
Jennison Associates
20
Jennison Associates
New York
$269M 2,841,943 +2,516,662 +774%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$265M 2,799,467 +9,388 +0.3%
Morgan Stanley
22
Morgan Stanley
New York
$264M 2,790,144 +357,703 +15%
PPA
23
Parametric Portfolio Associates
Washington
$249M 2,626,651 +87,857 +3%
SCCM
24
Schafer Cullen Capital Management
New York
$245M 2,591,364 -81,549 -3%
Lazard Asset Management
25
Lazard Asset Management
New York
$234M 2,472,697 -19,215 -0.8%
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