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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.

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
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$81.1M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$631M
3
Boston Partners
3
Boston Partners
Massachusetts
$220M
4
Millennium Management
4
Millennium Management
New York
$79.8M
5
BCWM
5
Bartlett & Co Wealth Management
Ohio
$37.8M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$125M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.62M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$154M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$96M
5
Dodge & Cox
5
Dodge & Cox
California
$3.58B
Name Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$3.58B 44,300,162 -279,225 -0.6%
Primecap Management
2
Primecap Management
California
$1.76B 21,818,472 -72,152 -0.3%
Franklin Resources
3
Franklin Resources
California
$1.2B 14,801,098 -41,236 -0.3%
Parnassus Investments
4
Parnassus Investments
California
$775M 9,579,868 +124,594 +1%
BBHC
5
Brown Brothers Harriman & Co
New York
$722M 8,924,544 -267,086 -3%
Wells Fargo
6
Wells Fargo
California
$634M 7,843,867 -31,171 -0.4%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$631M 7,802,086 +887,198 +13%
Fisher Asset Management
8
Fisher Asset Management
Washington
$566M 7,006,474 +189,849 +3%
Bank of America
9
Bank of America
North Carolina
$546M 6,753,463 -138,806 -2%
UBS Group
10
UBS Group
Switzerland
$527M 6,522,777 +292,268 +5%
Northern Trust
11
Northern Trust
Illinois
$331M 4,089,571 +90,010 +2%
T
12
Thomaspartners
Massachusetts
$311M 3,842,741 +110,361 +3%
BlackRock
13
BlackRock
New York
$311M 3,842,689 -172,873 -4%
MNG
14
Manning & Napier Group
New York
$304M 3,755,663 -165,254 -4%
Aristotle Capital Management
15
Aristotle Capital Management
California
$275M 3,399,641 +204,507 +6%
Morgan Stanley
16
Morgan Stanley
New York
$236M 2,922,721 +296,995 +11%
Mawer Investment Management
17
Mawer Investment Management
Alberta, Canada
$235M 2,903,267 +145,101 +5%
State Street
18
State Street
Massachusetts
$222M 2,747,481 -123,425 -4%
Boston Partners
19
Boston Partners
Massachusetts
$220M 2,721,194 +877,892 +48%
SCCM
20
Schafer Cullen Capital Management
New York
$217M 2,681,593 +45,535 +2%
Invesco
21
Invesco
Georgia
$179M 2,210,868 +95,319 +5%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$169M 2,092,148 +218,001 +12%
Renaissance Technologies
23
Renaissance Technologies
New York
$165M 2,036,698 +320,598 +19%
EARNEST Partners
24
EARNEST Partners
Georgia
$159M 1,970,449 -27,339 -1%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$154M 1,910,135 -360,125 -16%
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