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Novartis
NVS

Overview Fund Activity

908 hedge funds and large institutions have $19.9B invested in Novartis in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 342 increasing their positions, 334 reducing their positions, and 61 closing their positions.

Holders
908
Holders Change
+5
Holders Change %
+0.55%
% of All Funds
22.64%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.5%
New
76
Increased
342
Reduced
334
Closed
61
Calls
$30.9M
Puts
$68.2M
Net Calls
-$37.3M
Net Calls Change
-$54.7M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$3.76B
2
Parnassus Investments
2
Parnassus Investments
California
$594M
3
BlackRock
3
BlackRock
New York
$210M
4
JHIU
4
Janus Henderson Investors US
Colorado
$131M
5
Millennium Management
5
Millennium Management
New York
$102M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$14.2M
2
Capital World Investors
2
Capital World Investors
California
$0
3
ClearBridge Investments
3
ClearBridge Investments
New York
$58.4M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$115M
5
MHI
5
Miller Howard Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$133M +$16.7M +250,957 +14%
JHIU
27
Janus Henderson Investors US
Colorado
$131M +$130M +1,958,263 +34,404%
FWIA
28
Fort Washington Investment Advisors
Ohio
$124M +$2.52M +37,741 +2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$122M +$10.2M +153,387 +9%
Boston Partners
30
Boston Partners
Massachusetts
$119M +$3.6M +54,087 +3%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$118M +$27.9M +418,976 +31%
Lazard Asset Management
32
Lazard Asset Management
New York
$115M -$47.6M -714,631 -29%
Fayez Sarofim & Co
33
Fayez Sarofim & Co
Texas
$110M -$1.26M -18,971 -1%
Capital International Investors
34
Capital International Investors
California
$109M – – –
PPA
35
Parametric Portfolio Associates
Washington
$108M +$12.3M +184,862 +13%
Millennium Management
36
Millennium Management
New York
$102M +$102M +1,535,237 New
CAM
37
CGOV Asset Management
Ontario, Canada
$98.7M +$2.42M +27,264 +3%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$98.6M +$98.6M +1,481,634 New
Ameriprise
39
Ameriprise
Minnesota
$89.8M -$14.3M -215,474 -14%
SEI Investments
40
SEI Investments
Pennsylvania
$82.9M +$6.5M +97,649 +9%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$80.1M -$4.82M -72,476 -6%
RFS
42
Rockefeller Financial Services
New York
$79M -$637K -9,572 -0.8%
JWBC
43
John W. Bristol & Co
New York
$78.7M +$16.4M +246,915 +26%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$77.8M +$7.21M +108,304 +10%
EAM
45
Edge Asset Management
Washington
$76M +$7.45K +112 +0%
Macquarie Group
46
Macquarie Group
Australia
$74M +$1.21M +18,236 +2%
USSCPF
47
United States Steel & Carnegie Pension Fund
New York
$73.8M -$10M -150,771 -12%
SI
48
Scharf Investments
California
$73.6M -$3.23M -48,506 -4%
SCM
49
Sterling Capital Management
North Carolina
$71.5M -$8.05M -120,924 -10%
Goldman Sachs
50
Goldman Sachs
New York
$71.2M -$4.79M -71,901 -6%
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