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Novartis
NVS

Overview Fund Activity

986 hedge funds and large institutions have $19.3B invested in Novartis in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 343 increasing their positions, 397 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
-25
Holders Change %
-2.47%
% of All Funds
22.6%
Holding in Top 10
13
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-45.83%
% of All Funds
0.3%
New
65
Increased
343
Reduced
397
Closed
82
Calls
$96.7M
Puts
$26.8M
Net Calls
+$69.9M
Net Calls Change
+$29.6M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$298M
2
Boston Partners
2
Boston Partners
Massachusetts
$424M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$291M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$79.5M
5
Franklin Resources
5
Franklin Resources
California
$1.19B

Top Sellers

1
Parnassus Investments
1
Parnassus Investments
California
$358M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$608M
3
MWNA
3
Marshall Wace North America
New York
$61.4M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$545M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
26
EARNEST Partners
Georgia
$149M +$249K +3,684 +0.2%
PPA
27
Parametric Portfolio Associates
Washington
$148M +$5.38M +79,450 +4%
Lazard Asset Management
28
Lazard Asset Management
New York
$138M +$2.11M +31,215 +2%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$127M +$37.1M +548,022 +41%
Capital Research Global Investors
30
Capital Research Global Investors
California
$117M +$5.35K +79 +0%
Capital International Investors
31
Capital International Investors
California
$111M +$5.08K +75 +0%
SEI Investments
32
SEI Investments
Pennsylvania
$109M +$4.08M +60,288 +4%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$99M -$7.9M -116,671 -7%
Goldman Sachs
34
Goldman Sachs
New York
$90.7M +$8.66M +127,984 +11%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$89.1M -$16M -236,077 -15%
RJA
36
Raymond James & Associates
Florida
$81.4M -$5.01M -74,054 -6%
Principal Financial Group
37
Principal Financial Group
Iowa
$80.9M +$3.24M +47,836 +4%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$79.5M +$77.5M +1,144,940 +3,835%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$74.8M -$985K -14,547 -1%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$73.7M +$60.4M +892,331 +453%
Macquarie Group
41
Macquarie Group
Australia
$73M -$731K -10,803 -1%
Ameriprise
42
Ameriprise
Minnesota
$70.1M +$1.78M +26,313 +3%
CCM
43
Cullen Capital Management
New York
$67.7M +$219K +3,236 +0.3%
Millennium Management
44
Millennium Management
New York
$67.2M -$7.34M -108,463 -10%
MIH
45
Madison Investment Holdings
Wisconsin
$66.6M +$378K +5,581 +0.6%
Fayez Sarofim & Co
46
Fayez Sarofim & Co
Texas
$65M -$34.6M -510,887 -35%
AG
47
Aperio Group
California
$64.8M -$4.68M -69,145 -7%
JWBC
48
John W. Bristol & Co
New York
$64.5M +$171K +2,525 +0.3%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$63.3M -$2.73M -40,384 -4%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$61.9M -$3.03M -44,807 -5%
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