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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 %
SAM
501
Smithbridge Asset Management
Pennsylvania
$861K +$137K +1,785 +19%
PA
502
Perennial Advisors
New York
$858K +$39.9K +519 +5%
NRS
503
Neville Rodie & Shaw
New York
$853K – – –
BFM
504
Boston Financial Management
Massachusetts
$846K – – –
AP
505
Appleton Partners
Massachusetts
$840K -$155K -2,018 -16%
FC
506
Ferris Capital
Massachusetts
$836K -$38.3K -498 -4%
BMC
507
Beaton Management Company
Massachusetts
$835K +$15K +195 +2%
SAM
508
Shamrock Asset Management
Texas
$833K -$17.6K -229 -2%
HPC
509
HM Payson & Co
Maine
$831K -$42.9K -558 -5%
LDB
510
Lee, Danner & Bass
Tennessee
$830K -$15.6K -203 -2%
FFS
511
Founders Financial Securities
Maryland
$830K +$34.9K +454 +4%
BMO
512
Beck Mack & Oliver
New York
$809K – – –
RCM
513
Riverhead Capital Management
Delaware
$807K – – –
DSC
514
Duncker Streett & Co
Missouri
$795K -$25.8K -335 -3%
JMH
515
J.M. Hartwell
New York
$794K – – –
EFS
516
Essex Financial Services
Connecticut
$794K +$2.62K +34 +0.3%
ACM
517
Argyle Capital Management
Pennsylvania
$775K – – –
DAC
518
Dividend Assets Capital
South Carolina
$773K -$84.8K -1,103 -10%
EIM
519
Essex Investment Management
Massachusetts
$773K -$34.3K -446 -4%
ATC
520
Argent Trust Co
Tennessee
$767K +$8.62K +112 +1%
NFA
521
Nuveen Fund Advisors
Illinois
$755K -$179K -2,326 -19%
PVWM
522
Point View Wealth Management
New Jersey
$737K -$42.6K -553 -5%
SC
523
Schulhoff & Co
Ohio
$735K +$20.6K +268 +3%
AAM
524
Augustine Asset Management
Florida
$735K +$735K +9,555 New
WC
525
Woodstock Corp
Massachusetts
$734K – – –
19 20
21
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