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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 %
Mariner
726
Mariner
Kansas
$268K +$268K +3,481 New
KCM
727
Kanawha Capital Management
Virginia
$266K – – –
BJL
728
Brighton Jones LLC
Washington
$264K -$6.63K -86 -2%
GQG Partners
729
GQG Partners
Florida
$261K -$117K -1,517 -31%
BW
730
Bison Wealth
Georgia
$260K -$25.8K -335 -9%
DDPIC
731
Deroy & Devereaux Private Investment Counsel
Michigan
$260K -$23.6K -307 -8%
CBU
732
CIBC Bank USA
Illinois
$258K -$2.16K -28 -0.8%
FA
733
Fortis Advisors
Pennsylvania
$258K -$1.54K -20 -0.6%
BCM
734
Brookstone Capital Management
Illinois
$258K +$6.31K +82 +3%
CWM
735
Cornerstone Wealth Management
Missouri
$258K +$48.8K +644 +23%
PCM
736
Pointe Capital Management
Michigan
$257K +$257K +3,339 New
RIA
737
Regal Investment Advisors
Michigan
$257K +$257K +3,344 New
AB
738
AT Bancorp
Iowa
$254K -$251K -3,277 -50%
ST
739
Spinnaker Trust
Maine
$252K – – –
ACI
740
Alpha Cubed Investments
California
$248K +$248K +3,221 New
CHA
741
Cedar Hill Associates
Illinois
$248K +$248K +3,241 New
CNBT
742
Canandaigua National Bank & Trust
New York
$247K -$32K -415 -11%
MSAM
743
Moloney Securities Asset Management
Missouri
$247K +$247K +3,210 New
BAM
744
Berkshire Asset Management
Pennsylvania
$247K +$247K +3,215 New
PCA
745
Peddock Capital Advisors
Massachusetts
$244K -$38.1K -496 -14%
HCA
746
Heck Capital Advisors
Wisconsin
$243K +$7.15K +93 +3%
GP
747
Girard Partners
Pennsylvania
$243K +$243K +3,158 New
AFP
748
Ausdal Financial Partners
Iowa
$240K +$240K +3,126 New
RRAM
749
River Road Asset Management
Kentucky
$239K +$239K +3,104 New
FFA
750
First Foundation Advisors
California
$237K – – –
28 29
30
31 32