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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 %
HTHT
126
Hemenway Trust Hemenway Trust
New Hampshire
$14.3M +$568K +7,836 +4%
Fiera Capital (Canada)
127
Fiera Capital (Canada)
Quebec, Canada
$14.3M -$345K -4,760 -2%
Citigroup
128
Citigroup
New York
$14.2M +$3.41M +46,921 +32%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$14.1M +$2.03M +28,058 +17%
KFS
130
Kurt F. Somerville
$14M -$603K -8,326 -4%
AWCI
131
Alpine Woods Capital Investors
New York
$13.9M – – –
PSUF
132
People's United Financial
Connecticut
$13.9M +$361K +4,988 +3%
CIM
133
Confluence Investment Management
Missouri
$13.7M +$473K +6,528 +4%
HCM
134
Howland Capital Management
Massachusetts
$13.6M +$254K +3,501 +2%
TD Asset Management
135
TD Asset Management
Ontario, Canada
$13.5M +$805K +11,110 +6%
JGUA
136
John G. Ullman & Associates
New York
$12.9M +$135K +1,869 +1%
Comerica Bank
137
Comerica Bank
Texas
$12.4M +$245K +3,461 +2%
VanEck Associates
138
VanEck Associates
New York
$12.4M -$715K -9,863 -5%
CIM
139
Corda Investment Management
Texas
$12.4M +$66.9K +924 +0.5%
GGI
140
Godsey & Gibb Inc
Virginia
$11.8M +$336K +4,643 +3%
CGH
141
Crossmark Global Holdings
Texas
$11.7M +$1.03M +14,260 +10%
BCAM
142
Boston Common Asset Management
Massachusetts
$11.4M +$635K +8,765 +6%
ACM
143
Advisors Capital Management
New Jersey
$11.4M +$855K +11,801 +8%
CTA
144
Carillon Tower Advisers
Florida
$11.3M +$11.3M +156,302 New
TSS
145
Two Sigma Securities
New York
$10.7M +$10.7M +147,316 New
GJIC
146
Gamble Jones Investment Counsel
California
$10.6M +$1.53M +21,141 +17%
CSIC
147
Clifford Swan Investment Counsel
California
$10.5M -$68.8K -949 -0.6%
PHS
148
Pekin Hardy Strauss
Illinois
$10.5M -$353K -4,871 -3%
TG
149
TCW Group
California
$10.4M +$1.12M +15,422 +12%
RJFSA
150
Raymond James Financial Services Advisors
Florida
$10.4M +$1.03M +14,260 +11%
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