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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 %
PCM
326
Parsons Capital Management
Rhode Island
$2.43M +$14.6K +190 +0.6%
Kayne Anderson Rudnick Investment Management
327
Kayne Anderson Rudnick Investment Management
California
$2.41M +$2.62K +34 +0.1%
KCMRT
328
Kemper Corp Master Retirement Trust
Illinois
$2.4M +$300K +3,906 +14%
CIBC World Market
329
CIBC World Market
Ontario, Canada
$2.39M -$6.5M -84,523 -73%
AMI
330
Amica Mutual Insurance
Rhode Island
$2.38M – – –
HWA
331
Heritage Way Advisors
Illinois
$2.37M +$51.5K +670 +2%
DCM
332
Dynamic Capital Management
Jersey
$2.37M -$12M -156,369 -84%
CB
333
Community Bank
New York
$2.35M -$116K -1,506 -5%
CB
334
Commerce Bank
Missouri
$2.35M -$106K -1,383 -4%
AFM
335
Abbot Financial Management
Massachusetts
$2.31M +$91.4K +1,227 +4%
TF
336
TIAA FSB
Florida
$2.31M +$226K +2,937 +11%
NPT
337
Nixon Peabody Trust
Massachusetts
$2.28M +$64.8K +843 +3%
HK
338
Horizon Kinetics
New York
$2.28M -$42.9K -558 -2%
PAG
339
Private Advisor Group
New Jersey
$2.27M +$233K +3,040 +11%
KBG
340
Kahn Brothers Group
New York
$2.24M -$5.69K -74 -0.3%
MGIA
341
Matthew Goff Investment Advisor
Texas
$2.24M +$217K +2,814 +11%
MCM
342
Mengis Capital Management
Oregon
$2.22M +$94.5K +1,228 +4%
ABC
343
Associated Banc-Corp
Wisconsin
$2.21M -$143K -1,865 -6%
SCA
344
Stonebridge Capital Advisors
Minnesota
$2.2M +$26.6K +346 +1%
FWM
345
Frontier Wealth Management
Missouri
$2.2M +$15.3K +199 +0.7%
RC
346
RegentAtlantic Capital
New Jersey
$2.19M -$16.4K -213 -0.7%
CIA
347
Cascade Investment Advisors
Oregon
$2.19M -$1.31K -17 -0.1%
VFA
348
Voya Financial Advisors
Connecticut
$2.19M -$80.3K -1,057 -4%
CPA
349
Court Place Advisors
Maryland
$2.18M -$38.6K -502 -2%
CCA
350
Catalyst Capital Advisors
New York
$2.15M +$146K +1,897 +7%
12 13
14
15 16