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

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$3.83B
2
SEI Investments
SEI Investments
Pennsylvania
$95.2M
3
MNA
Manning & Napier Advisors
New York
$377M
4
BCPEM
Bain Capital Public Equity Management
Massachusetts
$28.5M
5
SFM
Sphera Funds Management
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
276
Synovus Financial
Georgia
$3.47M +$116K +1,503 +3%
GCA
277
Guardian Capital Advisors
Ontario, Canada
$3.46M +$133K +1,736 +4%
WA
278
Wasatch Advisors
Utah
$3.4M +$6.62K +86 +0.2%
NB
279
NBT Bank
New York
$3.4M -$68.5K -891 -2%
SB
280
Suntrust Banks
Georgia
$3.32M +$464K +6,030 +16%
Cerity Partners
281
Cerity Partners
New York
$3.29M +$255K +3,309 +8%
FA
282
FDx Advisors
Illinois
$3.29M +$475K +6,179 +17%
AUB
283
Atlantic Union Bankshares
Virginia
$3.2M -$22.2K -289 -0.7%
KIA
284
KCM Investment Advisors
California
$3.19M +$282K +3,664 +10%
TCM
285
Texan Capital Management
Texas
$3.15M -$72.5K -943 -2%
Allianz Asset Management
286
Allianz Asset Management
Germany
$3.14M – – –
SSWM
287
Smith Salley Wealth Management
North Carolina
$3.09M -$10.2K -133 -0.3%
WIC
288
Woodmont Investment Counsel
Tennessee
$3.06M -$60.8K -791 -2%
AIA
289
Avalon Investment & Advisory
Texas
$3.03M +$725K +9,429 +31%
NME
290
Notis-McConarty Edward
$3.02M +$21.5K +279 +0.7%
Deutsche Bank
291
Deutsche Bank
Germany
$3.02M +$76.4K +994 +3%
BL
292
BCWM LLC
Kansas
$3.01M +$13.5K +175 +0.4%
TCCM
293
Timber Creek Capital Management
Massachusetts
$3M +$7.31K +95 +0.2%
TCM
294
Telos Capital Management
California
$2.98M +$41.6K +541 +1%
HWM
295
Holloway Wealth Management
Florida
$2.96M -$4.58M – –
FCMT
296
Founders Capital Management (Texas)
Texas
$2.89M +$128K +1,658 +5%
ANI
297
American National Insurance
Texas
$2.89M – – –
FHA
298
First Horizon Advisors
Tennessee
$2.84M -$16.4K -212 -0.6%
BNP Paribas Asset Management
299
BNP Paribas Asset Management
France
$2.8M – – –
RJT
300
Raymond James Trust
Florida
$2.73M +$8.31K +108 +0.3%
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