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Novartis
NVS

Overview Fund Activity

936 hedge funds and large institutions have $22.2B invested in Novartis in 2017 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 348 increasing their positions, 335 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
936
Holders Change
+17
Holders Change %
+1.85%
% of All Funds
23.37%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.95%
New
70
Increased
348
Reduced
335
Closed
44
Calls
$41.3M
Puts
$22.2M
Net Calls
+$19.2M
Net Calls Change
-$5M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$751M
2
Parnassus Investments
2
Parnassus Investments
California
$811M
3
Millennium Management
3
Millennium Management
New York
$71.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$200M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$60M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$3.83B
2
SEI Investments
2
SEI Investments
Pennsylvania
$95.2M
3
MNA
3
Manning & Napier Advisors
New York
$377M
4
BCPEM
4
Bain Capital Public Equity Management
Massachusetts
$28.5M
5
SFM
5
Sphera Funds Management
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
226
Chesley Taft & Associates
Illinois
$5.37M +$156K +2,034 +3%
Geode Capital Management
227
Geode Capital Management
Massachusetts
$5.32M +$3.62M +47,026 +212%
GAM
228
Griffin Asset Management
New York
$5.24M +$63.9K +831 +1%
CIBC Asset Management
229
CIBC Asset Management
Ontario, Canada
$5.11M +$5.11M +66,374 New
Creative Planning
230
Creative Planning
Kansas
$5.06M +$332K +4,322 +7%
ARMC
231
American Research & Management Company
Massachusetts
$5.01M – – –
PL
232
Parkwood LLC
Ohio
$5M +$512K +6,649 +11%
AI
233
Ariel Investments
Illinois
$4.95M +$690K +8,964 +16%
CNB
234
Camden National Bank
Maine
$4.93M +$161K +2,091 +3%
WI
235
Welch Investments
Alabama
$4.87M +$174K +2,266 +4%
LNB
236
Ledyard National Bank
$4.87M +$4.57M +59,455 +1,554%
CS
237
Credit Suisse
Switzerland
$4.81M +$3.42M +44,481 +247%
BCM
238
Brookmont Capital Management
Texas
$4.76M -$4.14M -53,857 -47%
EGA
239
Eagle Global Advisors
Texas
$4.72M -$74.1K -963 -2%
GC
240
Grace Capital
Massachusetts
$4.61M +$626K +8,141 +16%
OWD
241
Osborn Williams & Donohoe
Ohio
$4.61M -$91.9K -1,194 -2%
CAM
242
Carret Asset Management
New York
$4.61M -$76.4K -993 -2%
NCM
243
Narwhal Capital Management
Georgia
$4.56M +$275K +3,572 +6%
HA
244
Hamel Associates
New Jersey
$4.56M -$34.3K -446 -0.7%
SCM
245
Stonebridge Capital Management
California
$4.53M -$152K -1,979 -3%
GCM
246
Garland Capital Management
Washington
$4.44M +$21.3K +277 +0.5%
HKIM
247
Hayek Kallen Investment Management
Alabama
$4.37M -$29.6K -385 -0.7%
FPTW
248
Franklin, Parlapiano, Turner & Welch
Texas
$4.34M +$268K +3,484 +7%
SBH
249
Segall Bryant & Hamill
Illinois
$4.29M +$76.2K +991 +2%
GC
250
Guggenheim Capital
Illinois
$4.29M +$155K +2,020 +4%
8 9
10
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