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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 %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$62.6M +$262K +3,933 +0.4%
CCM
52
Cullen Capital Management
New York
$58.5M -$1.31M -19,703 -2%
ClearBridge Investments
53
ClearBridge Investments
New York
$58.4M -$81.4M -1,222,397 -58%
AG
54
Aperio Group
California
$51.7M +$4.45M +66,916 +9%
BTS
55
BB&T Securities
Virginia
$51.6M +$7.73M +116,190 +18%
MWNA
56
Marshall Wace North America
New York
$51.4M +$51.4M +774,668 New
SC
57
Saturna Capital
Washington
$50.9M +$71.2K +1,070 +0.1%
Point72 Asset Management
58
Point72 Asset Management
Connecticut
$49.8M +$49.8M +748,390 New
Wellington Management Group
59
Wellington Management Group
Massachusetts
$48.4M +$5.77M +86,749 +14%
MIH
60
Madison Investment Holdings
Wisconsin
$47.7M +$19.2M +288,977 +68%
USAA
61
United Services Automobile Association
Texas
$47.1M +$1.95M +29,246 +4%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$45.1M +$4.02M +60,414 +10%
TIM
63
Thornburg Investment Management
New Mexico
$41.6M +$258K +3,871 +0.6%
OCM
64
Osterweis Capital Management
California
$40.3M +$13.4M +201,161 +50%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$39.7M -$17.9M -269,413 -31%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$37.5M -$5.51M -82,740 -13%
MIP
67
Mondrian Investment Partners
United Kingdom
$36.6M +$9.06M +136,152 +33%
SAM
68
Sectoral Asset Management
Quebec, Canada
$35.1M +$35.1M +527,082 New
BC
69
Bartlett & Co
Ohio
$34.6M +$118K +1,771 +0.3%
DADC
70
D.A. Davidson & Co
Montana
$34M +$3.69M +55,374 +12%
DLA
71
Douglas Lane & Associates
New York
$33.3M +$1.13M +16,925 +4%
BG
72
Bahl & Gaynor
Ohio
$33.2M +$2.4M +36,019 +8%
DWA
73
Douglass Winthrop Advisors
New York
$33.1M +$1.94M +29,200 +6%
TAM
74
Tocqueville Asset Management
New York
$33M +$2.98M +44,822 +10%
SL
75
Summitry LLC
California
$32.7M +$32.7M +490,697 New
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