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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 %
HCM
376
Harvey Capital Management
Florida
$1.82M – – –
PAI
377
Pittenger & Anderson Inc
Nebraska
$1.82M -$10.8K -140 -0.6%
PAM
378
Palisade Asset Management
Minnesota
$1.82M +$89.1K +1,158 +5%
CT
379
Coastline Trust
Rhode Island
$1.8M +$134K +1,741 +8%
PWP
380
Private Wealth Partners
California
$1.79M +$1.47M +19,083 +450%
UR
381
USCA RIA
Texas
$1.78M – – –
RIL
382
Rothschild Investment LLC
Illinois
$1.77M -$12.8K -166 -0.7%
LBC
383
Lowe Brockenbrough & Co
Virginia
$1.74M -$18.5K -240 -1%
NBG
384
Nancy B. Gardiner
$1.74M +$102K +1,322 +6%
BSWMG
385
Barrington Strategic Wealth Management Group
Illinois
$1.73M +$3.38K +44 +0.2%
WS
386
Wedbush Securities
California
$1.73M +$73.1K +950 +4%
T. Rowe Price Associates
387
T. Rowe Price Associates
Maryland
$1.73M -$5.15K -67 -0.3%
PG
388
Patten Group
Tennessee
$1.72M – – –
JIC
389
Johnson Investment Counsel
Ohio
$1.71M -$2.31K -30 -0.1%
JWBC
390
J.W. Burns & Co
New York
$1.65M -$84.1K -1,094 -5%
FIM
391
Freedom Investment Management
Connecticut
$1.64M +$158K +2,049 +11%
SIA
392
Sit Investment Associates
Minnesota
$1.63M – – –
LWAC
393
Laurel Wealth Advisors (California)
California
$1.62M +$27.8K +361 +2%
TCOO
394
Trust Company of Oklahoma
Oklahoma
$1.61M +$12.1K +157 +0.8%
SFG
395
SevenBridge Financial Group
Pennsylvania
$1.61M +$96.5K +1,254 +6%
CA
396
Cambridge Advisors
Nebraska
$1.58M – – –
PP
397
PagnatoKarp Partners
Virginia
$1.57M – – –
GLA
398
Great Lakes Advisors
Illinois
$1.56M -$44.8K -582 -3%
HFS
399
HL Financial Services
Kentucky
$1.56M -$66.5K -864 -4%
NA
400
Neuburgh Advisers
California
$1.55M – – –
14 15
16
17 18