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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 %
HCM
601
Hutchinson Capital Management
California
$487K – – –
VFA
602
Valeo Financial Advisors
Indiana
$486K +$486K +6,320 New
JDR
603
Jay D. Rosenbaum
$485K +$24K +312 +5%
MCA
604
Mercer Capital Advisers
New Jersey
$480K – – –
HB
605
Homrich & Berg
Georgia
$474K +$474K +6,156 New
AMIM
606
Aull & Monroe Investment Management
Alabama
$470K – – –
TSW
607
Thompson Siegel & Walmsley
Virginia
$469K – – –
FNB
608
Farmers National Bank
Kentucky
$467K – – –
IT
609
Independence Trust
Tennessee
$465K – – –
GI
610
GAMCO Investors
Connecticut
$463K -$8.54K -111 -2%
CRB
611
Chad R. Baker
$463K +$38.6K +502 +9%
MGIA
612
Moneta Group Investment Advisors
Missouri
$463K +$463K +6,020 New
MC
613
Miles Capital
Iowa
$454K – – –
FAM
614
Formidable Asset Management
Ohio
$454K +$454K +5,899 New
CG
615
Caprock Group
Idaho
$448K +$9K +117 +2%
SCM
616
Stevens Capital Management
Pennsylvania
$443K +$443K +5,761 New
PAMG
617
Patton Albertson Miller Group
Tennessee
$439K – – –
SS
618
Sunbelt Securities
Texas
$439K +$8.31K +108 +2%
QCM
619
Quadrant Capital Management
New Jersey
$438K +$22.3K +1,311 +5%
PFM
620
Parsec Financial Management
North Carolina
$435K – – –
WTB
621
Washington Trust Bank
Washington
$435K +$58.8K +765 +16%
AP
622
Advisor Partners
California
$434K +$129K +1,677 +42%
FFBTD
623
First Financial Bank - Trust Division
Ohio
$431K +$53.6K +696 +14%
STMM
624
South Texas Money Management
Texas
$426K -$20.2K -263 -5%
CC
625
Courier Capital
New York
$426K – – –
23 24
25
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