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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 %
WI
701
Wintrust Investments
Illinois
$299K – – –
JC
702
Jacobs & Co
California
$298K -$42.9K -558 -13%
AZA
703
Arthur Zaske & Associates
Michigan
$296K – – –
BCMO
704
Buckingham Capital Management (Ohio)
Ohio
$295K -$11.1K -144 -4%
KWM
705
Kingsview Wealth Management
Oregon
$294K +$68.9K +896 +31%
LNC
706
Lincoln National Corp
Pennsylvania
$292K +$31.1K +405 +12%
JWS
707
Juncture Wealth Strategies
Arizona
$292K +$292K +3,794 New
CSS
708
Cubist Systematic Strategies
Connecticut
$289K -$2.01M -26,141 -87%
SSA
709
Schonfeld Strategic Advisors
New York
$289K -$185K -2,403 -39%
MAA
710
Matrix Asset Advisors
New York
$286K – – –
Group One Trading
711
Group One Trading
Illinois
$286K +$286K +3,717 New
SFS
712
Sowell Financial Services
Arkansas
$284K +$5.57K +75 +2%
RE
713
RBC Europe
United Kingdom
$284K +$284K +3,689 New
PAA
714
Peregrine Asset Advisers
Oregon
$283K +$283K +3,683 New
SBL
715
Sargent Bickham Lagudis
Colorado
$282K +$29K +378 +11%
MSS
716
Mitchell Sinkler & Starr
Pennsylvania
$280K +$17.3K +224 +7%
FLI
717
Family Legacy Inc
South Carolina
$279K -$93.5K -1,216 -25%
HIC
718
Holderness Investments Company
North Carolina
$279K -$15.1K -196 -5%
CIS
719
Connors Investor Services
Pennsylvania
$275K -$17.2K -223 -6%
TA
720
Tiedemann Advisors
New York
$275K +$10K +141 +4%
SYBT
721
Stock Yards Bank & Trust
Kentucky
$273K – – –
CDH
722
Charles D. Hyman
$270K – – –
HAG
723
HighPoint Advisor Group
Illinois
$270K +$12.1K +163 +5%
SMC
724
Smith, Moore & Co
Missouri
$269K +$19.6K +254 +8%
IP
725
Intellectus Partners
California
$268K -$82.1K -1,068 -23%
27 28
29
30 31