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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.

New
Increased
Maintained
Reduced
Closed
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
MWNA
1
Marshall Wace North America
New York
$120M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$191M
3
BlackRock
3
BlackRock
New York
$337M
4
Morgan Stanley
4
Morgan Stanley
New York
$220M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$144M

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 Holding Trade Value Shares
Change 		Shares
Change %
RIA
1001
RPG Investment Advisory
California
$2K – – –
ADL
1002
Asset Dedication LLC
California
$2K +$2K +20 New
WA
1003
WealthTrust-Arizona
Arizona
$1K – – –
Capital World Investors
1004
Capital World Investors
California
$1K +$154 +2 +18%
1IA
1005
1834 Investment Advisors
Wisconsin
$1K +$1K +19 New
PCG
1006
Private Capital Group
Connecticut
$160 +$160 +2 New
BCPEM
1007
Bain Capital Public Equity Management
Massachusetts
– -$28.5M -370,261 Closed
AAMU
1008
Amundi Asset Management US
Massachusetts
– -$27.2M -354,107 Closed
NFA
1009
Nationwide Fund Advisors
Ohio
– -$16.3M -212,297 Closed
Russell Investments Group
1010
Russell Investments Group
United Kingdom
– -$14.2M -185,033 Closed
SH
1011
SeaTown Holdings
Singapore
– -$10.2K -133,196 Closed
D.E. Shaw & Co
1012
D.E. Shaw & Co
New York
– -$10.1M -131,929 Closed
Voloridge Investment Management
1013
Voloridge Investment Management
Florida
– -$5.64M -73,280 Closed
CHCM
1014
Columbus Hill Capital Management
New Jersey
– -$4.02M -52,258 Closed
DCM
1015
Dynamic Capital Management
Jersey
– -$2.37M -30,769 Closed
SCA
1016
Stonebridge Capital Advisors
Minnesota
– -$2.2M -28,606 Closed
CCI
1017
Columbus Circle Investors
– -$2.02M -26,309 Closed
PWP
1018
Private Wealth Partners
California
– -$1.79M -23,324 Closed
SEC
1019
Seven Eight Capital
New York
– -$1.13M -14,693 Closed
BCM
1020
Bayesian Capital Management
New York
– -$1.13M -14,650 Closed
ZB
1021
Zions Bancorporation
Utah
– -$1.06M -13,730 Closed
BBP
1022
Banco BTG Pactual
Brazil
– -$1.02M -13,280 Closed
CTI
1023
Community Trust & Investment
Kentucky
– -$883K -11,477 Closed
Walleye Trading
1024
Walleye Trading
New York
– -$811 -10,537 Closed
ICOA
1025
Investment Centers of America
North Dakota
– -$692K -9,003 Closed
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