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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 %
JPMPWA
76
J.P. Morgan Private Wealth Advisors
California
$32.2M -$1.79M -26,849 -5%
TH
77
TCTC Holdings
Texas
$32.2M +$524K +7,868 +2%
NPA
78
Nichols & Pratt Advisers
Massachusetts
$31.3M +$102K +1,537 +0.3%
CTB
79
Country Trust Bank
Illinois
$31.2M +$434K +6,519 +1%
Brown Advisory
80
Brown Advisory
Maryland
$27.6M -$2.59M -38,961 -9%
DP
81
Dearborn Partners
Illinois
$27.6M +$1.18M +17,782 +4%
Neuberger Berman Group
82
Neuberger Berman Group
New York
$26.9M -$1.63M -24,488 -6%
MIS
83
Morningstar Investment Services
Illinois
$25.7M +$3.99M +59,944 +18%
Deutsche Bank
84
Deutsche Bank
Germany
$25.5M +$23.7M +356,180 +1,283%
CCM
85
Causeway Capital Management
California
$25.1M +$1.5M +22,466 +6%
SC
86
Samlyn Capital
New York
$24.9M +$24.9M +374,641 New
WFMPM
87
Woodley Farra Manion Portfolio Management
Indiana
$24.4M +$7.35M +110,424 +43%
Truist Financial
88
Truist Financial
North Carolina
$24.3M +$1.85M +27,845 +8%
GF
89
Gabelli Funds
New York
$23.8M – – –
Chevy Chase Trust
90
Chevy Chase Trust
Maryland
$23.6M +$14.8M +222,305 +168%
Fiera Capital (Canada)
91
Fiera Capital (Canada)
Quebec, Canada
$23.3M -$521K -7,835 -2%
US Bancorp
92
US Bancorp
Minnesota
$23.3M -$618K -9,286 -3%
O
93
OppenheimerFunds
New York
$22.9M -$167K -2,507 -0.7%
Stifel Financial
94
Stifel Financial
Missouri
$22.3M +$1.5M +22,607 +7%
DSA
95
Davis Selected Advisers
Arizona
$22.2M +$3.05M +45,800 +16%
RMCM
96
Reynders McVeigh Capital Management
Massachusetts
$22M -$1.32M -19,773 -6%
PNC
97
Park National Corp
Ohio
$21.9M +$1.12M +16,873 +5%
EVM
98
Eaton Vance Management
Massachusetts
$21.7M -$216K -3,252 -1%
CCM
99
Compass Capital Management
Minnesota
$20.8M +$593K +8,911 +3%
Massachusetts Financial Services
100
Massachusetts Financial Services
Massachusetts
$20.7M +$97.6K +1,467 +0.5%
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4
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