Novartis
NVS
1,007 hedge funds and large institutions have $21.1B invested in Novartis in 2017 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 344 increasing their positions, 335 reducing their positions, and 63 closing their positions.
117% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 63
47% more call options, than puts
Call options by funds: $61.9M | Put options by funds: $42.2M
7% more funds holding
Funds holding: 938 → 1,007 (+69)
3% more repeat investments, than reductions
Existing positions increased: 344 | Existing positions reduced: 335
0.31% less ownership
Funds ownership: 11.03% → 10.72% (-0.31%)
5% less capital invested
Capital invested by funds: $22.2B → $21.1B (-$1.08B)
37% less funds holding in top 10
Funds holding in top 10: 38 → 24 (-14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWNA
Marshall Wace North America
New York
|
+$47M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$34.2M |
| 3 |
BlackRock
New York
|
+$25.7M |
| 4 |
Morgan Stanley
New York
|
+$25.3M |
| 5 |
Renaissance Technologies
New York
|
+$22.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$283M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$156M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$92.5M |
| 4 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$74.9M |
| 5 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$74M |
NVS Hedge Fund Activity: Q4 2017 in Review
1,007 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q4 2017, worth a combined $21.1B — down 4.9% from $22.2B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new NVS positions and 63 closed out — a net gain of 74 holders — while 344 added to existing stakes and 335 trimmed.
The largest buyer was Marshall Wace North America, adding an estimated $47M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $283M.
- 1,007 institutional investors held Novartis (NVS) as of Q4 2017, up from 938 in Q3 2017.
- Funds reported $21.1B of Novartis stock for Q4 2017, down 4.9% quarter-over-quarter.
- 137 funds opened new Novartis positions in Q4 2017 and 63 closed out, a net change of +74 holders.
- The largest Novartis buyer in Q4 2017 was Marshall Wace North America, an estimated $47M added.
- The largest Novartis seller in Q4 2017 was Manulife (Manufacturers Life Insurance), an estimated $283M sold.
Based on aggregated 13F filings for Q4 2017.