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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.

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
MNG
1
Manning & Napier Group
New York
$329M
2
MWNA
2
Marshall Wace North America
New York
$120M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$191M
4
BlackRock
4
BlackRock
New York
$337M
5
Morgan Stanley
5
Morgan Stanley
New York
$220M

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 Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$3.74B 44,579,387 -64,538 -0.1%
Primecap Management
2
Primecap Management
California
$1.84B 21,890,624 -74,140 -0.3%
Franklin Resources
3
Franklin Resources
California
$1.25B 14,842,334 -692,263 -4%
Parnassus Investments
4
Parnassus Investments
California
$794M 9,455,274 +7,457 +0.1%
BBHC
5
Brown Brothers Harriman & Co
New York
$772M 9,191,630 -879,198 -9%
Wells Fargo
6
Wells Fargo
California
$661M 7,875,038 +1,382 +0%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$581M 6,914,888 +114,781 +2%
Bank of America
8
Bank of America
North Carolina
$579M 6,892,269 -1,851,992 -21%
Fisher Asset Management
9
Fisher Asset Management
Washington
$572M 6,816,625 +183,641 +3%
UBS Group
10
UBS Group
Switzerland
$523M 6,230,509 +80,782 +1%
BlackRock
11
BlackRock
New York
$337M 4,015,562 +305,221 +8%
Northern Trust
12
Northern Trust
Illinois
$336M 3,999,561 +35,897 +0.9%
MNG
13
Manning & Napier Group
New York
$329M 3,920,917 +3,920,917 New
T
14
Thomaspartners
Massachusetts
$313M 3,732,380 +110,791 +3%
Aristotle Capital Management
15
Aristotle Capital Management
California
$268M 3,195,134 +215,584 +7%
State Street
16
State Street
Massachusetts
$241M 2,870,906 -112,300 -4%
Mawer Investment Management
17
Mawer Investment Management
Alberta, Canada
$232M 2,758,166 +92,908 +3%
SCCM
18
Schafer Cullen Capital Management
New York
$221M 2,636,058 -7,913 -0.3%
Morgan Stanley
19
Morgan Stanley
New York
$220M 2,625,726 +300,795 +13%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$191M 2,270,260 +405,864 +22%
Capital Research Global Investors
21
Capital Research Global Investors
California
$190M 2,258,515 – –
Invesco
22
Invesco
Georgia
$178M 2,115,549 +143,516 +7%
EARNEST Partners
23
EARNEST Partners
Georgia
$168M 1,997,788 -8,479 -0.4%
PPA
24
Parametric Portfolio Associates
Washington
$162M 1,929,699 +210,660 +12%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$157M 1,874,147 +165,980 +10%
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