NVS icon

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 %
CI
526
Conning Inc
Connecticut
$733K +$419K +5,440 +133%
GHCM
527
Glen Harbor Capital Management
California
$728K – – –
SAM
528
Silvercrest Asset Management
New York
$724K +$266K +3,459 +58%
PHIMC
529
Private Harbour Investment Management & Counsel
Ohio
$719K -$27.9K -363 -4%
WCF
530
West Coast Financial
California
$718K +$77.5K +1,007 +12%
ITIM
531
Indiana Trust & Investment Management
Indiana
$709K -$10.3K -134 -1%
ADMI
532
Albert D. Mason Inc
Massachusetts
$705K -$558K -7,254 -44%
AAM
533
AR Asset Management
California
$700K – – –
V
534
Veritable
Delaware
$694K -$1.62K -21 -0.2%
FMC
535
First Merchants Corp
Indiana
$694K +$150K +1,957 +28%
ICOA
536
Investment Centers of America
North Dakota
$692K +$99.5K +1,295 +17%
CCM
537
Chickasaw Capital Management
Tennessee
$687K – – –
NERM
538
New England Research & Management
Illinois
$683K -$627K -8,147 -48%
FPFS
539
First Personal Financial Services
North Carolina
$682K -$8.54K -111 -1%
CSM
540
CAMG Solamere Management
North Carolina
$681K -$4.69K -61 -0.7%
MAA
541
Mraz Amerine & Associates
California
$670K -$78.8K -1,025 -11%
SFSG
542
Stearns Financial Services Group
North Carolina
$670K +$2.16K +28 +0.3%
EIP
543
Epoch Investment Partners
New York
$668K -$616 -8 -0.1%
VCM
544
Violich Capital Management
California
$661K -$8.62K -112 -1%
YIA
545
YHB Investment Advisors
Connecticut
$661K +$12.8K +167 +2%
PFS
546
Prospera Financial Services
Texas
$658K -$2.54K -33 -0.4%
MWM
547
Marietta Wealth Management
Georgia
$650K -$158K -2,059 -20%
AWA
548
ARS Wealth Advisors
Florida
$650K +$73.8K +960 +13%
EGA
549
E&G Advisors
Texas
$648K -$240K -3,125 -27%
BTIS
550
BB&T Investment Services
North Carolina
$648K +$179K +2,358 +38%
20 21
22
23 24