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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 %
CCM
76
Causeway Capital Management
California
$33.2M +$5.93M +81,842 +22%
Neuberger Berman Group
77
Neuberger Berman Group
New York
$30.8M -$182K -2,506 -0.6%
CTB
78
Country Trust Bank
Illinois
$30.7M -$4.37M -60,270 -12%
Brown Advisory
79
Brown Advisory
Maryland
$30.1M +$449K +6,198 +2%
DLA
80
Douglas Lane & Associates
New York
$29.9M -$626K -8,642 -2%
WFMPM
81
Woodley Farra Manion Portfolio Management
Indiana
$29.1M +$695K +9,587 +2%
SAM
82
Sectoral Asset Management
Quebec, Canada
$28.7M -$1.63M -22,544 -5%
TCM
83
Tekla Capital Management
Massachusetts
$28.4M -$2.5M -34,442 -8%
Balyasny Asset Management
84
Balyasny Asset Management
Illinois
$27.1M +$20.1M +277,443 +287%
RMCM
85
Reynders McVeigh Capital Management
Massachusetts
$26.8M +$3.04M +42,003 +13%
DP
86
Dearborn Partners
Illinois
$24.7M -$5.51M -75,996 -18%
CCM
87
Compass Capital Management
Minnesota
$24.7M +$919K +12,680 +4%
O
88
OppenheimerFunds
New York
$24.4M -$162K -2,243 -0.7%
PNC
89
Park National Corp
Ohio
$24.1M -$209K -2,882 -0.9%
TIM
90
Thornburg Investment Management
New Mexico
$22.9M +$1.11M +15,356 +5%
Arrowstreet Capital
91
Arrowstreet Capital
Massachusetts
$22.8M +$9.93M +137,073 +77%
Stifel Financial
92
Stifel Financial
Missouri
$22.7M +$352K +4,867 +2%
AR
93
Advisory Research
Illinois
$22.5M +$1.01M +13,904 +5%
WG
94
Welch Group
Alabama
$22.2M +$5.69M +78,567 +34%
OAM
95
Oppenheimer Asset Management
New York
$22.1M +$1.24M +17,151 +6%
CFB
96
Cullen/Frost Bankers
Texas
$22M +$1.19M +16,411 +6%
BG
97
Bahl & Gaynor
Ohio
$21.6M -$515K -7,115 -2%
GF
98
Gabelli Funds
New York
$21.3M -$1.9M -26,226 -8%
First Trust Advisors
99
First Trust Advisors
Illinois
$21.2M -$201K -2,771 -0.9%
OCAM
100
Onex Canada Asset Management
Ontario, Canada
$20.9M -$1.55M -21,326 -7%
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4
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