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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 %
SAM
76
Sectoral Asset Management
Quebec, Canada
$31.5M 375,496 -8,300 -2%
DP
77
Dearborn Partners
Illinois
$31.3M 373,176 -8,662 -2%
Brown Advisory
78
Brown Advisory
Maryland
$30.8M 367,252 +13,105 +4%
WFMPM
79
Woodley Farra Manion Portfolio Management
Indiana
$29.5M 351,910 +2,928 +0.8%
CCM
80
Causeway Capital Management
California
$28.4M 337,742 +27,228 +9%
DSA
81
Davis Selected Advisers
Arizona
$26.8M 319,186 -31,000 -9%
O
82
OppenheimerFunds
New York
$25.5M 303,930 +10,270 +3%
PNC
83
Park National Corp
Ohio
$25.3M 301,185 -3,796 -1%
RMCM
84
Reynders McVeigh Capital Management
Massachusetts
$24.7M 293,915 -12,569 -4%
CCM
85
Compass Capital Management
Minnesota
$24.6M 293,569 +9,731 +3%
William Blair & Company
86
William Blair & Company
Illinois
$24.3M 289,788 +107,267 +59%
GF
87
Gabelli Funds
New York
$24.1M 287,500 -1,500 -0.5%
EVM
88
Eaton Vance Management
Massachusetts
$23.9M 284,709 -29 -0%
OCAM
89
Onex Canada Asset Management
Ontario, Canada
$23.3M 277,485 +20,970 +8%
Stifel Financial
90
Stifel Financial
Missouri
$23.2M 276,270 +6,019 +2%
BG
91
Bahl & Gaynor
Ohio
$22.9M 273,176 +199 +0.1%
TIM
92
Thornburg Investment Management
New Mexico
$22.6M 269,363 +5,669 +2%
AR
93
Advisory Research
Illinois
$22.3M 265,592 -2,171 -0.8%
First Trust Advisors
94
First Trust Advisors
Illinois
$22.2M 264,493 +32,070 +14%
OAM
95
Oppenheimer Asset Management
New York
$22.2M 258,138 – –
CFB
96
Cullen/Frost Bankers
Texas
$21.6M 257,786 +4,541 +2%
M&T Bank
97
M&T Bank
New York
$21.6M 256,860 -4,410 -2%
GG
98
Gofen & Glossberg
Illinois
$21.3M 253,488 +398 +0.2%
UCFA
99
United Capital Financial Advisors
Texas
$21M 249,526 +6,966 +3%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$20.9M 248,506 +3,665 +1%
2 3
4
5 6