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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
+$161M
2
Parnassus Investments
Parnassus Investments
California
+$127M
3
Millennium Management
Millennium Management
New York
+$64.6M
4
Morgan Stanley
Morgan Stanley
New York
+$42.5M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$29.6M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$472M
2
SEI Investments
SEI Investments
Pennsylvania
-$32.8M
3
MNA
Manning & Napier Advisors
New York
-$32.2M
4
BCPEM
Bain Capital Public Equity Management
Massachusetts
-$18.7M
5
SFM
Sphera Funds Management
Israel
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBP
476
Banco BTG Pactual
Brazil
$1.02M +$1.02M +13,280 New
NCMW
477
Northern Capital Management (Wisconsin)
Wisconsin
$1.02M -$2.15K -28 -0.2%
TAM
478
Tyers Asset Management
Texas
$1M – – –
GWM
479
Geneos Wealth Management
Colorado
$998K +$269K +3,497 +37%
CCP
480
Corient Capital Partners
California
$979K -$17.9K -233 -2%
FCH
481
Freestone Capital Holdings
Washington
$958K +$46.4K +603 +5%
CCB
482
Cutter & Co Brokerage
Missouri
$957K -$34.3K -446 -3%
CP
483
Camelot Portfolios
Ohio
$956K +$23.3K +303 +3%
CIC
484
Carnegie Investment Counsel
Ohio
$952K -$11.3K -147 -1%
CB
485
Chemical Bank
Michigan
$944K -$1.69K -22 -0.2%
TU
486
TDAM USA
Ontario, Canada
$939K -$6.68M -86,870 -88%
CT
487
Clearstead Trust
Maine
$931K – – –
CPA
488
Clear Perspective Advisors
Illinois
$926K -$15.8K -206 -2%
CTC
489
Central Trust Company
Missouri
$926K +$8.85K +115 +1%
DA
490
Dillon & Associates
Michigan
$921K -$2.08K -27 -0.2%
LWM
491
Lenox Wealth Management
Ohio
$908K +$58.6K +762 +7%
RCM
492
Radnor Capital Management
Pennsylvania
$895K – – –
CPIM
493
Columbia Partners Investment Management
Virginia
$887K -$462K -6,013 -34%
HBT
494
Hills Bank & Trust
Iowa
$887K -$21.1K -274 -2%
NHC
495
Nicholas Hoffman & Company
Georgia
$884K +$50.6K +658 +6%
CTI
496
Community Trust & Investment
Kentucky
$883K -$7.85K -102 -0.9%
SCM
497
Salem Capital Management
Massachusetts
$883K – – –
BAM
498
Bruderman Asset Management
New York
$880K -$2.84M -36,862 -76%
CAN
499
Cetera Advisor Networks
California
$872K +$26.8K +346 +3%
LPC
500
Loeb Partners Corp
New York
$867K – – –
18 19
20
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