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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 %
WOC
426
West Oak Capital
California
$1.3M +$14.2K +185 +1%
Bessemer Group
427
Bessemer Group
New Jersey
$1.3M +$230K +2,989 +21%
RHBC
428
R.H. Bluestein & Co
Michigan
$1.3M -$42.9K -558 -3%
MSFP
429
Mark Sheptoff Financial Planning
Connecticut
$1.29M -$30K -390 -2%
ACP
430
Ashfield Capital Partners
California
$1.29M -$461 -6 -0%
FCM
431
Flinton Capital Management
Pennsylvania
$1.27M – – –
ST
432
Somerset Trust
Pennsylvania
$1.27M +$38.5K +500 +3%
PGFC
433
Peapack-Gladstone Financial Corp
New Jersey
$1.27M -$45.2K -587 -3%
AT
434
Arden Trust
Delaware
$1.26M -$19.7K -256 -2%
GT
435
Greenleaf Trust
Michigan
$1.25M +$297K +3,859 +31%
SB
436
Simmons Bank
Arkansas
$1.25M -$19.3K -251 -2%
SPIA
437
Steward Partners Investment Advisory
New York
$1.25M +$92.5K +1,203 +8%
HI
438
Horizon Investments
North Carolina
$1.24M +$495K +6,868 +66%
VIA
439
Vident Investment Advisory
Georgia
$1.24M +$37.4K +486 +3%
BIAS
440
Beacon Investment Advisory Services
New Jersey
$1.23M +$848K +11,018 +224%
AIM
441
Anchor Investment Management
South Carolina
$1.22M – – –
WA
442
Wheatland Advisors
Pennsylvania
$1.21M – – –
LC
443
LCNB Corp
Ohio
$1.21M +$2.23K +29 +0.2%
LCM
444
Logan Capital Management
Pennsylvania
$1.2M +$96.9K +1,260 +9%
HL
445
HeadInvest LLC
Maine
$1.2M -$30.6K -413 -2%
WAM
446
Wealthspire Advisors (Maryland)
Maryland
$1.19M +$140K +1,817 +13%
DWT
447
Dorsey & Whitney Trust
South Dakota
$1.19M -$8.62K -112 -0.7%
Marshall Wace
448
Marshall Wace
United Kingdom
$1.18M -$121K -1,575 -9%
TAM
449
Taurus Asset Management
New York
$1.17M -$60.1K -781 -5%
WIS
450
Wright Investors Service
Connecticut
$1.15M -$20.8K -271 -2%
16 17
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