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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 %
SG Americas Securities
251
SG Americas Securities
New York
$4.26M +$2.42M +31,427 +131%
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$4.23M +$479K +6,228 +13%
OC
253
Oppenheimer & Co
New York
$4.19M +$242K +3,146 +6%
William Blair Investment Management
254
William Blair Investment Management
Illinois
$4.13M +$636K +8,274 +18%
GG
255
Greenwood Gearhart
Arkansas
$4.1M +$184K +2,395 +5%
JAM
256
Jolley Asset Management
North Carolina
$4.03M -$44.8K -583 -1%
CHCM
257
Columbus Hill Capital Management
New Jersey
$4.02M -$1.19M -15,418 -23%
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$4M +$114K +1,476 +3%
CA
259
Commerzbank Aktiengesellschaft
Germany
$3.91M +$1.14M +14,882 +41%
BTW
260
Boston Trust Walden
Massachusetts
$3.88M – – –
LG
261
LaFleur & Godfrey
Michigan
$3.84M -$140K -1,816 -4%
Cambridge Investment Research Advisors
262
Cambridge Investment Research Advisors
Iowa
$3.84M +$445K +5,780 +13%
AG
263
Advisor Group
Arizona
$3.77M +$372K +4,837 +11%
BEAM
264
Baker Ellis Asset Management
Washington
$3.74M -$47.2K -614 -1%
BUB
265
BBVA USA Bancshares
Texas
$3.73M +$42.2K +549 +1%
SFPIA
266
Stevens First Principles Investment Advisors
California
$3.72M +$4.69K +61 +0.1%
WIC
267
Whitegate Investment Counselors
New Hampshire
$3.72M +$4.31K +56 +0.1%
WTC
268
WhitTier Trust Company
Nevada
$3.71M -$24.6K -320 -0.7%
CAM
269
Cubic Asset Management
Massachusetts
$3.69M -$51.5K -669 -1%
ABP
270
Arthur B. Page
$3.68M -$53.2K -692 -1%
CCMINC
271
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.67M +$378K +4,919 +12%
SWP
272
Stratos Wealth Partners
Ohio
$3.67M +$242K +3,149 +7%
RFC
273
Regions Financial Corp
Alabama
$3.64M +$692K +9,003 +23%
TG
274
TCW Group
California
$3.63M -$236K -3,074 -6%
MC
275
Moors & Cabot
Massachusetts
$3.55M +$261K +3,379 +8%
9 10
11
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