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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 %
KLI
551
Kelman-Lazarov Inc
Tennessee
$646K – – –
FWCM
552
Ferguson Wellman Capital Management
Oregon
$643K – – –
ACM
553
Advent Capital Management
New York
$634K +$634K +8,242 New
NAM
554
NTV Asset Management
West Virginia
$632K -$28.9K -375 -4%
MA
555
Montag & Associates
Georgia
$622K +$3.39K +44 +0.5%
RC
556
Roundview Capital
New Jersey
$621K -$5.15K -67 -0.8%
GC
557
Garde Capital
Washington
$618K +$618K +8,035 New
DJSG
558
D.J. St. Germain
Massachusetts
$617K +$9.15K +119 +2%
EAM
559
Eagle Asset Management
Florida
$613K +$613K +7,927 New
LPIC
560
LeJeune Puetz Investment Counsel
Michigan
$610K – – –
AL
561
Aspiriant LLC
California
$606K -$286K -3,719 -32%
PCM
562
Prelude Capital Management
New York
$605K +$598K +7,777 +8,641%
Aberdeen Group
563
Aberdeen Group
United Kingdom
$601K +$601K +7,812 New
DC
564
Davenport & Co
Virginia
$593K +$5.54K +72 +0.9%
SFSIG
565
San Francisco Sentry Investment Group
California
$593K +$77.7K +1,009 +15%
PC
566
Palo Capital
California
$587K -$15K -195 -2%
YP
567
Yellowstone Partners
Idaho
$584K +$584K +7,587 New
RWP
568
RWA Wealth Partners
Massachusetts
$583K +$583K +7,579 New
BCM
569
Bluefin Capital Management
New York
$581K +$581K +7,549 New
1SB
570
1ST Source Bank
Indiana
$579K -$2.77K -36 -0.5%
BBA
571
BLB&B Advisors
Pennsylvania
$569K +$116K +1,507 +26%
SIC
572
Shoker Investment Counsel
Ohio
$567K -$108K -1,408 -16%
WJA
573
Williams Jones & Associates
New York
$561K +$8.55K +111 +2%
FCCM
574
First City Capital Management
Georgia
$559K – – –
BP
575
Ballentine Partners
Massachusetts
$557K -$20.9K -271 -4%
21 22
23
24 25