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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 %
MWM
1001
MinichMacGregor Wealth Management
New York
$3K +$667 +12 +29%
HI
1002
Harrington Investments
California
$3K +$3K +36 New
LA
1003
Legacy Advisors
Pennsylvania
$3K +$3K +40 New
SFM
1004
Signet Financial Management
New Jersey
$3K +$3K +45 New
AIS
1005
Accurate Investment Solutions
Pennsylvania
$2K – – –
LWA
1006
Lowe Wealth Advisors
Maryland
$2K – – –
1IA
1007
1834 Investment Advisors
Wisconsin
$1K – – –
WA
1008
WealthTrust-Arizona
Arizona
$1K – – –
BIMC
1009
Benson Investment Management Company
Virginia
$1K +$1K +11 New
LFG
1010
LifePlan Financial Group
Ohio
$1K +$1K +15 New
SSA
1011
South Street Advisors
New York
$210 – – –
SC
1012
Samlyn Capital
New York
– -$19.3M -257,024 Closed
FPF
1013
FNY Partners Fund
New York
– -$17.3M -229,525 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1014
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$4.95M -65,732 Closed
OMC
1015
Old Mission Capital
Illinois
– -$4.88M -64,901 Closed
MCG
1016
McCollum Christoferson Group
New York
– -$4.25M -56,471 Closed
SI
1017
Sensato Investors
California
– -$3.05M -40,511 Closed
FC
1018
FCA Corp
Texas
– -$2.05M -27,272 Closed
SA
1019
Sicart Associates
New York
– -$1.93M -25,668 Closed
First Eagle Investment Management
1020
First Eagle Investment Management
New York
– -$1.33M -17,686 Closed
ICP
1021
Ironvine Capital Partners
Nebraska
– -$1.05M -13,939 Closed
MS
1022
Maven Securities
Jersey
– -$860K -11,356 Closed
WIS
1023
Wright Investors Service
Connecticut
– -$537K -7,133 Closed
Squarepoint
1024
Squarepoint
New York
– -$536K -7,126 Closed
FI
1025
Fosun International
China
– -$521K -6,919 Closed
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