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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 %
MIH
51
Madison Investment Holdings
Wisconsin
$65.6M 781,506 +95,729 +14%
ClearBridge Investments
52
ClearBridge Investments
New York
$65.1M 774,818 -3,093 -0.4%
SC
53
Saturna Capital
Washington
$57M 678,928 – –
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$55.2M 658,005 +14,997 +2%
USAA
55
United Services Automobile Association
Texas
$53.5M 636,843 -2,825 -0.4%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$52.3M 622,842 +1,696 +0.3%
TAM
57
Tocqueville Asset Management
New York
$47.2M 562,226 +31,070 +6%
MIP
58
Mondrian Investment Partners
United Kingdom
$46.5M 554,405 – –
OCM
59
Osterweis Capital Management
California
$45.6M 543,208 +10,740 +2%
Millennium Management
60
Millennium Management
New York
$42.1M 501,674 -331,861 -40%
Wellington Management Group
61
Wellington Management Group
Massachusetts
$40M 476,561 -17,666 -4%
BC
62
Bartlett & Co
Ohio
$39.4M 469,727 -3,354 -0.7%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$38.4M 457,683 -7,376 -2%
SL
64
Summitry LLC
California
$38.4M 457,302 +4,268 +0.9%
JPMPWA
65
J.P. Morgan Private Wealth Advisors
California
$37.5M 446,647 -14,188 -3%
DWA
66
Douglass Winthrop Advisors
New York
$37.5M 446,164 +2,041 +0.5%
MIS
67
Morningstar Investment Services
Illinois
$37.1M 441,898 +23,630 +6%
CTB
68
Country Trust Bank
Illinois
$36.5M 434,195 -8,743 -2%
DADC
69
D.A. Davidson & Co
Montana
$35.6M 423,552 -92,577 -18%
NPA
70
Nichols & Pratt Advisers
Massachusetts
$35.3M 420,198 +1,125 +0.3%
Chevy Chase Trust
71
Chevy Chase Trust
Maryland
$35.2M 419,198 +48,577 +13%
JFL
72
Jarislowsky, Fraser Ltd
Quebec, Canada
$34.1M 406,264 +198,760 +96%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$32.2M 383,057 +50,878 +15%
TCM
74
Tekla Capital Management
Massachusetts
$32.1M 381,882 -16,780 -4%
DLA
75
Douglas Lane & Associates
New York
$31.7M 377,149 -11,298 -3%
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