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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 %
BHWM
401
Bar Harbor Wealth Management
New Hampshire
$1.54M -$185K -2,409 -11%
DRD
402
Dennis R. Delaney
$1.54M +$25.8K +335 +2%
PWS
403
Peloton Wealth Strategists
Indiana
$1.54M +$150K +1,953 +11%
III
404
Independent Investors Inc
New York
$1.54M – – –
LFAS
405
Level Four Advisory Services
Texas
$1.53M +$930K +12,085 +156%
FANJ
406
Financial Architects (New Jersey)
New Jersey
$1.52M -$43.7K -568 -3%
NED
407
Nancy E. Dempze
$1.52M +$107K +1,389 +8%
ECM
408
EagleClaw Capital Management
Massachusetts
$1.52M -$51.6K -670 -3%
LJHT
409
Laurie J. Hall Trustee
$1.52M +$81.5K +1,060 +6%
BOH
410
Bank of Hawaii
Hawaii
$1.48M -$661K -8,592 -31%
SRC
411
Shufro Rose & Co
New York
$1.48M +$72.2K +938 +5%
BCA
412
Benchmark Capital Advisors
New York
$1.47M +$42.9K +558 +3%
NGA
413
Naples Global Advisors
Florida
$1.46M +$98.8K +1,284 +7%
RFA
414
Reilly Financial Advisors
California
$1.43M +$41.8K +544 +3%
APFBOT
415
Amica Pension Fund Board of Trustees
Rhode Island
$1.43M – – –
Acadian Asset Management
416
Acadian Asset Management
Massachusetts
$1.42M – – –
FAAS
417
First Allied Advisory Services
California
$1.41M +$16.3K +212 +1%
BSW
418
Buckingham Strategic Wealth
Missouri
$1.4M +$33.2K +431 +2%
PFS
419
Physicians Financial Services
North Carolina
$1.38M – – –
CCA
420
Checchi Capital Advisers
California
$1.38M -$238K -3,095 -15%
BFA
421
Benedict Financial Advisors
Georgia
$1.34M +$13.8K +179 +1%
AAM
422
Azzad Asset Management
Virginia
$1.32M +$24K +312 +2%
ASN
423
Advisory Services Network
Georgia
$1.31M -$11.8K -154 -0.9%
AIA
424
AIMZ Investment Advisors
California
$1.31M – – –
TW
425
Transform Wealth
Colorado
$1.31M +$1.31M +16,989 New
15 16
17
18 19