Novartis
NVS
1,012 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.
88% more call options, than puts
Call options by funds: $86M | Put options by funds: $45.7M
23% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 62
1% more funds holding
Funds holding: 1,006 → 1,012 (+6)
0.2% more ownership
Funds ownership: 10.72% → 10.92% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 24 → 24 (0)
1% less repeat investments, than reductions
Existing positions increased: 373 | Existing positions reduced: 377
2% less capital invested
Capital invested by funds: $21.1B → $20.7B (-$427M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$75.4M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$74.6M |
| 3 |
Millennium Management
New York
|
+$41.2M |
| 4 |
Two Sigma Investments
New York
|
+$38.7M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$37.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$60.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$42.8M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$30.6M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$27.8M |
| 5 |
Dodge & Cox
San Francisco,
California
|
-$23.7M |
NVS Hedge Fund Activity: Q1 2018 in Review
1,012 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q1 2018, worth a combined $20.7B — down 2% from $21.1B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new NVS positions and 62 closed out — a net gain of 14 holders — while 373 added to existing stakes and 377 trimmed.
The largest buyer was Loomis, Sayles & Company, adding an estimated $75.4M. The largest seller was Capital Research Global Investors, cutting an estimated $60.2M.
- 1,012 institutional investors held Novartis (NVS) as of Q1 2018, up from 1,006 in Q4 2017.
- Funds reported $20.7B of Novartis stock for Q1 2018, down 2% quarter-over-quarter.
- 76 funds opened new Novartis positions in Q1 2018 and 62 closed out, a net change of +14 holders.
- The largest Novartis buyer in Q1 2018 was Loomis, Sayles & Company, an estimated $75.4M added.
- The largest Novartis seller in Q1 2018 was Capital Research Global Investors, an estimated $60.2M sold.
Based on aggregated 13F filings for Q1 2018.