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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.

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
1
Bank of America
North Carolina
$751M
2
Parnassus Investments
2
Parnassus Investments
California
$811M
3
Millennium Management
3
Millennium Management
New York
$71.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$200M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$60M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$3.83B
2
SEI Investments
2
SEI Investments
Pennsylvania
$95.2M
3
MNA
3
Manning & Napier Advisors
New York
$377M
4
BCPEM
4
Bain Capital Public Equity Management
Massachusetts
$28.5M
5
SFM
5
Sphera Funds Management
Israel
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AG
51
Aperio Group
California
$70.4M 820,192 +62,706 +8%
ClearBridge Investments
52
ClearBridge Investments
New York
$66.8M 777,911 -5,503 -0.7%
USSCPF
53
United States Steel & Carnegie Pension Fund
New York
$62.6M 728,979 – –
Lord, Abbett & Co
54
Lord, Abbett & Co
New Jersey
$60M 698,635 +344,304 +97%
MIH
55
Madison Investment Holdings
Wisconsin
$58.9M 685,777 +33,384 +5%
SC
56
Saturna Capital
Washington
$58.3M 678,928 -6,075 -0.9%
USAA
57
United Services Automobile Association
Texas
$54.9M 639,668 +4,587 +0.7%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$54.5M 643,008 +30,830 +5%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$53.3M 621,146 +19,704 +3%
MIP
60
Mondrian Investment Partners
United Kingdom
$47.6M 554,405 -2 -0%
OCM
61
Osterweis Capital Management
California
$45.7M 532,468 -15,487 -3%
TAM
62
Tocqueville Asset Management
New York
$45.6M 531,156 +35,000 +7%
DADC
63
D.A. Davidson & Co
Montana
$44.3M 516,129 +3,377 +0.7%
Wellington Management Group
64
Wellington Management Group
Massachusetts
$42.4M 494,227 +1,144 +0.2%
BC
65
Bartlett & Co
Ohio
$40.6M 473,081 +7,249 +2%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$39.9M 465,059 -19,351 -4%
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$39.6M 460,835 -75,277 -14%
SL
68
Summitry LLC
California
$38.9M 453,034 +4,677 +1%
DWA
69
Douglass Winthrop Advisors
New York
$38.1M 444,123 -591 -0.1%
CTB
70
Country Trust Bank
Illinois
$38M 442,938 +1,875 +0.4%
NPA
71
Nichols & Pratt Advisers
Massachusetts
$36M 419,073 -2,095 -0.5%
MIS
72
Morningstar Investment Services
Illinois
$35.9M 418,268 +29,282 +8%
TCM
73
Tekla Capital Management
Massachusetts
$34.2M 398,662 – –
DLA
74
Douglas Lane & Associates
New York
$33.3M 388,447 -41,731 -10%
SAM
75
Sectoral Asset Management
Quebec, Canada
$32.9M 383,796 -175,500 -31%
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