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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 %
S
576
SignatureFD
Georgia
$556K -$150K -1,954 -21%
WSTAM
577
Wilbanks Smith & Thomas Asset Management
Virginia
$551K +$12.1K +157 +2%
BA
578
Boston Advisors
Massachusetts
$549K +$328K +4,263 +148%
SS
579
Simplicity Solutions
Minnesota
$547K -$396K -5,143 -42%
SPC
580
Sigma Planning Corp
Michigan
$540K +$22.9K +298 +4%
SIC
581
Salem Investment Counselors
North Carolina
$538K – – –
GHAM
582
Gilman Hill Asset Management
Connecticut
$537K -$6.47K -84 -1%
Mackenzie Financial
583
Mackenzie Financial
Ontario, Canada
$537K -$1K -13 -0.2%
EMB
584
Elefante Mark B
$536K +$18.5K +240 +4%
CA
585
Cetera Advisors
Colorado
$534K +$73.7K +955 +16%
Two Sigma Investments
586
Two Sigma Investments
New York
$533K -$2.87M -37,347 -84%
RWA
587
Ropes Wealth Advisors
Massachusetts
$531K +$34.3K +446 +7%
BWM
588
BerganKDV Wealth Management
Minnesota
$527K +$276K +3,591 +110%
PCMC
589
Paragon Capital Management (Colorado)
Colorado
$519K +$519K +6,744 New
CK
590
Cohen Klingenstein
New York
$515K – – –
HPCM
591
High Pointe Capital Management
Illinois
$515K +$48.1K +625 +10%
MS
592
Maven Securities
Jersey
$513K +$513K +6,696 New
OCG
593
Opus Capital Group
Ohio
$508K +$108K +1,406 +27%
OC
594
Oakworth Capital
Alabama
$501K – – –
NFG
595
Next Financial Group
Texas
$497K -$243K -3,156 -33%
TC
596
Telemus Capital
Michigan
$497K -$14.2K -184 -3%
BL
597
BFSG LLC
California
$493K +$36.5K +474 +8%
ERIM
598
Eagle Ridge Investment Management
Connecticut
$489K -$7.31K -95 -1%
BAS
599
Brown Advisory Securities
Maryland
$489K +$14.4K +187 +3%
SGAM
600
Steinberg Global Asset Management
Florida
$487K -$5.46K -71 -1%
22 23
24
25 26