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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 %
Natixis Advisors
51
Natixis Advisors
Massachusetts
$69.5M +$1.34M +18,493 +2%
JWBC
52
John W. Bristol & Co
New York
$68.8M -$1.06M -14,614 -2%
SI
53
Scharf Investments
California
$64.7M -$7.09M -97,854 -10%
ClearBridge Investments
54
ClearBridge Investments
New York
$57.1M -$5.56M -76,757 -9%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$56.3M +$3.12M +43,007 +6%
SC
56
Saturna Capital
Washington
$54.9M +$24.2K +334 +0%
USAA
57
United Services Automobile Association
Texas
$51.3M -$235K -3,248 -0.5%
EVM
58
Eaton Vance Management
Massachusetts
$45M +$21.9M +302,794 +95%
MIP
59
Mondrian Investment Partners
United Kingdom
$42.1M -$466K -6,776 -1%
OCM
60
Osterweis Capital Management
California
$41.8M -$2.15M -29,652 -5%
TAM
61
Tocqueville Asset Management
New York
$41.3M -$4.2M -58,026 -9%
MIS
62
Morningstar Investment Services
Illinois
$38.9M +$3.14M +43,309 +9%
BCWM
63
Bartlett & Co Wealth Management
Ohio
$37.8M +$37.8M +521,569 New
BC
64
Bartlett & Co
Ohio
$37.8M -$192K -2,646 -0.5%
Point72 Asset Management
65
Point72 Asset Management
Connecticut
$37.5M +$32.2M +444,832 +611%
Chevy Chase Trust
66
Chevy Chase Trust
Maryland
$37.4M +$3.53M +48,736 +10%
DWA
67
Douglass Winthrop Advisors
New York
$37.2M +$1.17M +16,156 +3%
SL
68
Summitry LLC
California
$36.9M -$58.8K -811 -0.2%
Two Sigma Investments
69
Two Sigma Investments
New York
$36.8M +$36.8M +508,473 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$35.6M -$1.39M -19,159 -4%
Capital World Investors
71
Capital World Investors
California
$35.6M +$35.6M +491,043 +3,777,254%
JFL
72
Jarislowsky, Fraser Ltd
Quebec, Canada
$35.2M +$2.39M +33,006 +7%
DADC
73
D.A. Davidson & Co
Montana
$34.8M +$531K +7,325 +2%
JPMPWA
74
J.P. Morgan Private Wealth Advisors
California
$34.6M -$1.52M -21,003 -4%
NPA
75
Nichols & Pratt Advisers
Massachusetts
$33.9M +$13.1K +181 +0%
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