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Novartis
NVS

Overview Fund Activity

1,005 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, 334 reducing their positions, and 63 closing their positions.

Holders
1,005
Holders Change
+69
Holders Change %
+7.37%
% of All Funds
22.83%
Holding in Top 10
24
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-36.84%
% of All Funds
0.55%
New
137
Increased
344
Reduced
334
Closed
63
Calls
$61.9M
Puts
$42.2M
Net Calls
+$19.7M
Net Calls Change
+$526K

Top Buyers

1
MNG
1
Manning & Napier Group
New York
$329M
2
MWNA
2
Marshall Wace North America
New York
$120M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$191M
4
BlackRock
4
BlackRock
New York
$337M
5
Morgan Stanley
5
Morgan Stanley
New York
$220M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$127M
2
Bank of America
2
Bank of America
North Carolina
$579M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$117M
4
SCM
4
Sterling Capital Management
North Carolina
$1.6M
5
BBHC
5
Brown Brothers Harriman & Co
New York
$772M
Name Market Value Shares Shares
Change 		Shares
Change %
Boston Partners
26
Boston Partners
Massachusetts
$155M 1,843,302 -14,133 -0.8%
FWIA
27
Fort Washington Investment Advisors
Ohio
$148M 1,764,607 +93,988 +6%
Renaissance Technologies
28
Renaissance Technologies
New York
$144M 1,716,100 +271,900 +19%
Lazard Asset Management
29
Lazard Asset Management
New York
$141M 1,674,499 +92,335 +6%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$127M 1,513,993 -3,362,148 -69%
Capital International Investors
31
Capital International Investors
California
$123M 1,464,000 – –
MWNA
32
Marshall Wace North America
New York
$120M 1,426,075 +558,383 +64%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$117M 1,389,108 -1,098,316 -44%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$115M 1,370,096 +66,081 +5%
Fayez Sarofim & Co
35
Fayez Sarofim & Co
Texas
$113M 1,350,964 -89,282 -6%
Macquarie Group
36
Macquarie Group
Australia
$96.6M 1,150,212 -14,480 -1%
RJA
37
Raymond James & Associates
Florida
$95.8M 1,141,247 +52,474 +5%
SEI Investments
38
SEI Investments
Pennsylvania
$94.9M 1,130,096 +21,115 +2%
CAM
39
CGOV Asset Management
Ontario, Canada
$94.4M 897,812 +23,240 +3%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$87.5M 1,042,080 -129 -0%
Principal Financial Group
41
Principal Financial Group
Iowa
$86.9M 1,034,560 +50,698 +5%
RFS
42
Rockefeller Financial Services
New York
$84.5M 1,006,322 -50,324 -5%
Goldman Sachs
43
Goldman Sachs
New York
$82M 976,714 +11,048 +1%
Ameriprise
44
Ameriprise
Minnesota
$80.4M 958,106 -22,017 -2%
AG
45
Aperio Group
California
$75.5M 898,781 +78,589 +10%
SI
46
Scharf Investments
California
$74.5M 887,665 -51,887 -6%
CCM
47
Cullen Capital Management
New York
$73.6M 877,096 +3,180 +0.4%
JWBC
48
John W. Bristol & Co
New York
$72.6M 864,497 -41,089 -5%
Natixis Advisors
49
Natixis Advisors
Massachusetts
$70.7M 842,501 -51,531 -6%
Lord, Abbett & Co
50
Lord, Abbett & Co
New Jersey
$69.3M 825,964 +127,329 +18%
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