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Novartis
NVS

Overview Fund Activity

1,011 hedge funds and large institutions have $20.7B invested in Novartis in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 373 increasing their positions, 377 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
23.2%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
76
Increased
373
Reduced
377
Closed
62
Calls
$86M
Puts
$45.7M
Net Calls
+$40.3M
Net Calls Change
+$20.6M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$631M
2
Boston Partners
Boston Partners
Massachusetts
$220M
3
Millennium Management
Millennium Management
New York
$79.8M
4
Two Sigma Investments
Two Sigma Investments
New York
$36.8M
5
Capital World Investors
Capital World Investors
California
$35.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$125M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.62M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$154M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$96M
5
Dodge & Cox
Dodge & Cox
California
$3.58B
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$152M -$3.56M -49,192 -2%
Lazard Asset Management
27
Lazard Asset Management
New York
$145M +$9.73M +134,348 +7%
FWIA
28
Fort Washington Investment Advisors
Ohio
$144M +$1.22M +16,785 +0.9%
MWNA
29
Marshall Wace North America
New York
$135M +$19.3M +266,161 +17%
Capital Research Global Investors
30
Capital Research Global Investors
California
$125M -$57.3M -790,685 -31%
Capital International Investors
31
Capital International Investors
California
$118M – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$114M +$3.67M +50,602 +3%
SEI Investments
33
SEI Investments
Pennsylvania
$112M +$21.1M +291,584 +23%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$112M +$111K +1,532 +0.1%
Fayez Sarofim & Co
35
Fayez Sarofim & Co
Texas
$107M -$2.66M -36,737 -2%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$96M -$26.4M -364,715 -22%
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$95.2M +$28.4M +391,939 +43%
RJA
38
Raymond James & Associates
Florida
$92.5M +$251K +3,458 +0.3%
Goldman Sachs
39
Goldman Sachs
New York
$87.8M +$8.83M +121,820 +11%
Principal Financial Group
40
Principal Financial Group
Iowa
$83.1M -$560K -7,728 -0.7%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$81.1M +$81.1M +1,119,436 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$80.9M -$3.31M -45,757 -4%
Millennium Management
43
Millennium Management
New York
$79.8M +$39.2M +540,968 +97%
Macquarie Group
44
Macquarie Group
Australia
$79M -$14M -193,732 -15%
AG
45
Aperio Group
California
$74.4M +$1.71M +23,537 +2%
Ameriprise
46
Ameriprise
Minnesota
$73.2M -$4.35M -59,937 -6%
CCM
47
Cullen Capital Management
New York
$72.2M +$1.31M +18,141 +2%
MIH
48
Madison Investment Holdings
Wisconsin
$70.9M +$7.72M +106,615 +12%
CAM
49
CGOV Asset Management
Ontario, Canada
$70.7M -$1.84M -25,460 -3%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$70.7M +$32.1M +443,369 +83%
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