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Novartis
NVS

Overview Fund Activity

1,132 hedge funds and large institutions have $20.4B invested in Novartis in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 423 increasing their positions, 456 reducing their positions, and 110 closing their positions.

Holders
1,132
Holders Change
-39
Holders Change %
-3.33%
% of All Funds
25.01%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.66%
New
87
Increased
423
Reduced
456
Closed
110
Calls
$158M
Puts
$107M
Net Calls
+$50.7M
Net Calls Change
-$20.4M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$431M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$700M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$637M
4
Boston Partners
4
Boston Partners
Massachusetts
$271M
5
FAM
5
Fred Alger Management
New York
$126M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$111M
3
BlackRock
3
BlackRock
New York
$85.6M
4
Franklin Resources
4
Franklin Resources
California
$733M
5
Jennison Associates
5
Jennison Associates
New York
$17.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Primecap Management
1
Primecap Management
California
$1.98B 24,028,340 -1,444,010 -6%
Dodge & Cox
2
Dodge & Cox
California
$1.89B 22,941,440 -2,264,141 -9%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$858M 10,407,756 +142,624 +1%
Franklin Resources
4
Franklin Resources
California
$733M 8,884,240 -2,914,944 -25%
Bank of America
5
Bank of America
North Carolina
$713M 8,648,328 -722,781 -8%
Fisher Asset Management
6
Fisher Asset Management
Washington
$704M 8,534,868 +113,098 +1%
Renaissance Technologies
7
Renaissance Technologies
New York
$700M 8,491,408 +1,890,226 +29%
Mawer Investment Management
8
Mawer Investment Management
Alberta, Canada
$637M 7,721,327 +1,684,503 +28%
UBS Group
9
UBS Group
Switzerland
$610M 7,400,864 -682,943 -8%
Wells Fargo
10
Wells Fargo
California
$548M 6,641,281 -107,723 -2%
Aristotle Capital Management
11
Aristotle Capital Management
California
$485M 5,882,729 +94,561 +2%
Charles Schwab
12
Charles Schwab
California
$431M 5,228,601 +4,323,827 +478%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$404M 4,894,029 +835,693 +21%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$368M 4,459,253 -345,884 -7%
BBHC
15
Brown Brothers Harriman & Co
New York
$337M 4,091,972 -295,413 -7%
Morgan Stanley
16
Morgan Stanley
New York
$310M 3,755,914 +965,770 +35%
Northern Trust
17
Northern Trust
Illinois
$297M 3,602,066 -399,006 -10%
Boston Partners
18
Boston Partners
Massachusetts
$271M 3,292,818 +1,560,022 +90%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$266M 3,223,763 +69,706 +2%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$254M 3,078,357 +278,890 +10%
Lazard Asset Management
21
Lazard Asset Management
New York
$222M 2,691,510 +218,813 +9%
PPA
22
Parametric Portfolio Associates
Washington
$215M 2,606,725 -19,926 -0.8%
SCCM
23
Schafer Cullen Capital Management
New York
$203M 2,463,279 -128,085 -5%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$190M 2,303,086 +121,933 +6%
MNG
25
Manning & Napier Group
New York
$183M 2,218,635 +58,901 +3%
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