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 %
WPP
676
Whalerock Point Partners
Rhode Island
$334K -$8.62K -112 -3%
CBTWT
677
Community Bank & Trust (Waco, Texas)
Texas
$333K -$4.3K -56 -1%
SCM
678
Schnieders Capital Management
California
$333K – – –
CIA
679
Choate Investment Advisors
Massachusetts
$331K +$462 +6 +0.1%
NCM
680
Noesis Capital Mangement
Florida
$328K +$6K +78 +2%
LIM
681
Leavell Investment Management
Alabama
$327K – – –
HCA
682
Harbour Capital Advisors
Virginia
$327K – – –
FFWA
683
FRG Family Wealth Advisors
Washington
$326K -$13.7K -178 -4%
HSBC Holdings
684
HSBC Holdings
United Kingdom
$326K -$13.5K -175 -4%
YMRC
685
Yorktown Management & Research Company
Virginia
$326K – – –
B
686
Bellecapital
Switzerland
$325K – – –
MPI
687
Mairs & Power Inc
Minnesota
$322K -$42.9K -558 -12%
PL
688
Plancorp LLC
Missouri
$322K +$322K +4,185 New
MG
689
Markel Group
Virginia
$318K – – –
TCB
690
Texas Capital Bancshares
Texas
$315K -$26.6K -345 -8%
SCM
691
SOL Capital Management
Maryland
$314K – – –
ZIC
692
ZWJ Investment Counsel
Georgia
$312K +$48.7K +632 +18%
CA
693
Cullinan Associates
Kentucky
$309K – – –
PPSG
694
Princeton Portfolio Strategies Group
New Jersey
$308K -$21.5K -279 -7%
GVT
695
Genesee Valley Trust
New York
$307K -$6K -78 -2%
FLAM
696
First Light Asset Management
Minnesota
$307K – – –
PA
697
Parallel Advisors
California
$305K +$1.04K +14 +0.3%
PWMAG
698
Pinnacle Wealth Management Advisory Group
New Jersey
$303K +$40.7K +530 +16%
PCM
699
Palisade Capital Management
New Jersey
$301K – – –
WMSA
700
Weiss Multi-Strategy Advisers
New York
$300K +$2.77K +36 +0.9%
26 27
28
29 30