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Novartis
NVS

Overview Fund Activity

919 hedge funds and large institutions have $21.7B invested in Novartis in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 308 increasing their positions, 361 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+11
Holders Change %
+1.21%
% of All Funds
22.95%
Holding in Top 10
40
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+100%
% of All Funds
1%
New
84
Increased
308
Reduced
361
Closed
58
Calls
$65M
Puts
$40.8M
Net Calls
+$24.2M
Net Calls Change
+$61.4M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$160M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$192M
3
Principal Financial Group
Principal Financial Group
Iowa
$71.6M
4
BlackRock
BlackRock
New York
$296M
5
BCPEM
Bain Capital Public Equity Management
Massachusetts
$45.8M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$22.9M
2
Wells Fargo
Wells Fargo
California
$645M
3
Millennium Management
Millennium Management
New York
$6.73M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
Renaissance Technologies
Renaissance Technologies
New York
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$4.19B -$36.9M -493,586 -0.9%
Primecap Management
2
Primecap Management
California
$1.84B +$33.4M +446,869 +2%
Franklin Resources
3
Franklin Resources
California
$1.31B -$3.22M -43,079 -0.2%
BBHC
4
Brown Brothers Harriman & Co
New York
$847M -$53.9M -721,086 -6%
Parnassus Investments
5
Parnassus Investments
California
$665M -$17M -226,911 -2%
Wells Fargo
6
Wells Fargo
California
$645M -$114M -1,526,553 -15%
Bank of America
7
Bank of America
North Carolina
$573M -$38.3M -511,807 -6%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$554M +$32.6M +435,657 +6%
Fisher Asset Management
9
Fisher Asset Management
Washington
$543M +$32.1M +428,836 +6%
UBS Group
10
UBS Group
Switzerland
$519M +$18.1M +241,513 +4%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$420M +$12.6M +168,645 +3%
MNA
12
Manning & Napier Advisors
New York
$398M -$19.6M -261,588 -5%
Northern Trust
13
Northern Trust
Illinois
$334M +$810K +10,824 +0.2%
BlackRock
14
BlackRock
New York
$296M +$59.9M +800,380 +25%
T
15
Thomaspartners
Massachusetts
$296M +$16.1M +215,065 +6%
State Street
16
State Street
Massachusetts
$254M +$5.75M +76,819 +2%
Aristotle Capital Management
17
Aristotle Capital Management
California
$249M +$9.57M +127,970 +4%
SCCM
18
Schafer Cullen Capital Management
New York
$232M +$19.5M +260,354 +9%
Mawer Investment Management
19
Mawer Investment Management
Alberta, Canada
$218M -$43M -574,673 -16%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$192M +$121M +1,619,808 +172%
Capital Research Global Investors
21
Capital Research Global Investors
California
$189M – – –
EARNEST Partners
22
EARNEST Partners
Georgia
$171M -$1.86M -24,876 -1%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$160M +$159M +2,131,619 +42,795%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$154M +$21.5M +286,949 +16%
Morgan Stanley
25
Morgan Stanley
New York
$153M -$8.71M -116,428 -5%
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