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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 %
GC
301
Grimes & Company
Massachusetts
$2.72M -$94.4K -1,227 -3%
PAIM
302
Punch & Associates Investment Management
Minnesota
$2.71M -$18.2K -236 -0.7%
HTC
303
Haverford Trust Company
Pennsylvania
$2.7M +$5.77K +75 +0.2%
CCM
304
Catawba Capital Management
Virginia
$2.68M +$64.8K +843 +2%
FM
305
Forward Management
California
$2.66M +$874K +11,362 +49%
BA
306
Bristlecone Advisors
Washington
$2.65M +$44.6K +580 +2%
BFG
307
Beacon Financial Group
Texas
$2.65M +$576K +7,492 +28%
HNB
308
Huntington National Bank
Ohio
$2.65M -$274K -3,564 -9%
VNA
309
Valley National Advisers
Pennsylvania
$2.63M -$156K -2,031 -6%
1832 Asset Management
310
1832 Asset Management
Ontario, Canada
$2.63M -$8.71M -113,464 -77%
ECM
311
ETrade Capital Management
Virginia
$2.62M +$63.6K +827 +2%
AMM
312
American Money Management
California
$2.61M -$10.5K -137 -0.4%
CCFCSB
313
Cape Cod Five Cents Savings Bank
Massachusetts
$2.59M -$653K -8,479 -20%
FC
314
Fayerweather Charles
$2.59M +$11.2K +146 +0.4%
MA
315
MUFG Americas
New York
$2.58M -$232K -3,013 -8%
TCOT
316
Trust Company of Toledo
Ohio
$2.54M +$168K +2,187 +7%
RWM
317
Rench Wealth Management
Texas
$2.54M +$186K +2,412 +8%
UBS AM
318
UBS AM
Illinois
$2.52M +$104K +1,358 +4%
WSFS
319
Wilmington Savings Fund Society
Delaware
$2.52M -$374K -4,868 -13%
BFO
320
Boston Family Office
Massachusetts
$2.5M -$136K -1,768 -5%
WHG
321
Westwood Holdings Group
Texas
$2.49M +$20.4K +265 +0.8%
LNWWM
322
Laird Norton Wetherby Wealth Management
California
$2.48M +$103K +1,342 +4%
MIM
323
Marco Investment Management
Georgia
$2.47M +$77.8K +1,011 +3%
LBC
324
Lawrence B. Cohen
$2.47M +$183K +2,386 +8%
FC
325
FIC Capital
New York
$2.45M -$21.5K -279 -0.9%
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