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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 %
MLL
626
Moody Lynn & Lieberson
Massachusetts
$419K +$7.3K +95 +2%
NPC
627
National Planning Corporation
California
$419K +$13K +169 +3%
WB
628
Webster Bank
Connecticut
$416K -$181K -2,344 -30%
AAM
629
Aureus Asset Management
Massachusetts
$414K -$22.2K -289 -5%
IB
630
Intrust Bank
Kansas
$410K -$3.69K -48 -0.9%
BC
631
Banced Corp
Illinois
$404K -$48.9K -636 -11%
HJA
632
Hugh Johnson Advisors
New York
$404K +$151K +1,958 +60%
CS
633
Credential Securities
$403K +$141K +1,836 +54%
FBT
634
First Bank & Trust
South Dakota
$402K -$198K -2,565 -33%
OAM
635
Occidental Asset Management
California
$402K -$8.62K -112 -2%
FIM
636
Frontier Investment Management
Texas
$402K +$98.6K +1,281 +33%
CONA
637
Capital One National Association
New York
$401K +$49.2K +640 +14%
BFC
638
Blue Fin Capital
Rhode Island
$400K -$10.7K -139 -3%
MBTD
639
Mechanics Bank - Trust Department
California
$400K – – –
FPS
640
Fieldpoint Private Securities
Connecticut
$400K +$82.2K +1,068 +26%
CA
641
Continuum Advisory
Idaho
$398K +$11.5K +149 +3%
NG
642
Northstar Group
New York
$388K – – –
PCMM
643
Private Capital Management (Minnesota)
Minnesota
$386K – – –
PFBT
644
Parkside Financial Bank & Trust
Missouri
$384K -$844 -11 -0.2%
FAT
645
First American Trust
California
$384K +$7.69K +100 +2%
NL
646
NWAM LLC
Washington
$383K +$52.7K +686 +16%
QCG
647
Quadrant Capital Group
Ohio
$380K +$19.3K +260 +5%
Twin Tree Management
648
Twin Tree Management
Texas
$379K -$1.09M -14,149 -74%
WA1
649
Wimmer Associates 1
California
$379K -$42.9K -558 -10%
FRM
650
Fox Run Management
Connecticut
$378K -$25.8K -335 -6%
24 25
26
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