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Novartis
NVS

Overview Fund Activity

936 hedge funds and large institutions have $22.2B invested in Novartis in 2017 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 348 increasing their positions, 335 reducing their positions, and 44 closing their positions.

Holders
936
Holders Change
+17
Holders Change %
+1.85%
% of All Funds
23.37%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.95%
New
70
Increased
348
Reduced
335
Closed
44
Calls
$41.3M
Puts
$22.2M
Net Calls
+$19.2M
Net Calls Change
-$5M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$751M
2
Parnassus Investments
2
Parnassus Investments
California
$811M
3
Millennium Management
3
Millennium Management
New York
$71.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$200M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$60M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$3.83B
2
SEI Investments
2
SEI Investments
Pennsylvania
$95.2M
3
MNA
3
Manning & Napier Advisors
New York
$377M
4
BCPEM
4
Bain Capital Public Equity Management
Massachusetts
$28.5M
5
SFM
5
Sphera Funds Management
Israel
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Boston Partners
26
Boston Partners
Massachusetts
$159M 1,857,435 +240,573 +15%
PPA
27
Parametric Portfolio Associates
Washington
$148M 1,719,039 +148,197 +9%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$147M 1,708,167 -132,022 -7%
FWIA
29
Fort Washington Investment Advisors
Ohio
$143M 1,670,619 +4,782 +0.3%
Lazard Asset Management
30
Lazard Asset Management
New York
$136M 1,582,164 +16,566 +1%
Capital International Investors
31
Capital International Investors
California
$126M 1,464,000 – –
Renaissance Technologies
32
Renaissance Technologies
New York
$124M 1,444,200 -30,300 -2%
Fayez Sarofim & Co
33
Fayez Sarofim & Co
Texas
$124M 1,440,246 -4,047 -0.3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$112M 1,304,015 -135,016 -9%
Macquarie Group
35
Macquarie Group
Australia
$100M 1,164,692 -5,265 -0.5%
SEI Investments
36
SEI Investments
Pennsylvania
$95.2M 1,108,981 -382,493 -26%
CAM
37
CGOV Asset Management
Ontario, Canada
$93.9M 874,572 +11,152 +1%
RJA
38
Raymond James & Associates
Florida
$93.5M 1,088,773 -28,279 -3%
RFS
39
Rockefeller Financial Services
New York
$90.7M 1,056,646 -4,041 -0.4%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$89.5M 1,042,209 -2,766 -0.3%
Principal Financial Group
41
Principal Financial Group
Iowa
$84.5M 983,862 +125,997 +15%
Ameriprise
42
Ameriprise
Minnesota
$84.1M 980,123 -21,964 -2%
Goldman Sachs
43
Goldman Sachs
New York
$82.9M 965,666 +49,941 +5%
SI
44
Scharf Investments
California
$80.7M 939,552 -23,275 -2%
SCM
45
Sterling Capital Management
North Carolina
$78M 908,551 -12,655 -1%
JWBC
46
John W. Bristol & Co
New York
$77.7M 905,586 -36,974 -4%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$76.8M 894,032 -132,764 -13%
CCM
48
Cullen Capital Management
New York
$75M 873,916 -14,075 -2%
MWNA
49
Marshall Wace North America
New York
$74.6M 867,692 -97,254 -10%
Millennium Management
50
Millennium Management
New York
$71.6M 833,535 +752,909 +934%
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