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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 %
WA
351
WealthTrust Axiom
Pennsylvania
$2.14M -$5.54K -72 -0.3%
FDCDDQ
352
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.14M -$572K -7,430 -21%
BF
353
BOK Financial
Oklahoma
$2.14M +$14.8K +192 +0.7%
CBN
354
Cadence Bank NA
Texas
$2.11M -$9.16K -119 -0.4%
DIA
355
Denver Investment Advisors
Colorado
$2.11M – – –
FC
356
FCA Corp
Texas
$2.11M -$8.31K -108 -0.4%
CCI
357
Columbus Circle Investors
$2.02M -$970K -12,613 -32%
Pacer Advisors
358
Pacer Advisors
Pennsylvania
$2.02M +$127K +1,654 +7%
AMG
359
Advisors Management Group
Wisconsin
$1.98M -$18.4K -239 -0.9%
Arrowstreet Capital
360
Arrowstreet Capital
Massachusetts
$1.98M +$1.98M +25,756 New
SA
361
Sicart Associates
New York
$1.98M – – –
WKWM
362
Walter & Keenan Wealth Management
Indiana
$1.95M – – –
IIM
363
Ipswich Investment Management
Massachusetts
$1.92M – – –
MML Investors Services
364
MML Investors Services
Massachusetts
$1.92M -$57.5K -748 -3%
EHC
365
Everett Harris & Co
California
$1.91M +$13.2K +172 +0.7%
CA
366
Clearstead Advisors
Ohio
$1.9M +$62K +806 +3%
CC
367
Cannell & Co
New York
$1.9M – – –
AI
368
Atria Investments
North Carolina
$1.89M -$292K -3,798 -13%
BFEC
369
Benjamin F. Edwards & Company
Missouri
$1.88M -$102K -1,321 -5%
DDC
370
Daniel Devine & Co
Florida
$1.86M – – –
SW
371
SVB Wealth
Massachusetts
$1.84M +$152K +1,973 +9%
PCTC
372
Perkins Coie Trust Company
Washington
$1.84M +$13.4K +174 +0.7%
CCM
373
Canal Capital Management
Virginia
$1.84M -$165K -2,145 -8%
GIA
374
Guyasuta Investment Advisors
Pennsylvania
$1.83M – – –
CAM
375
Cypress Asset Management
Texas
$1.83M -$9.46K -123 -0.5%
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15
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