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

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$3.83B
2
SEI Investments
SEI Investments
Pennsylvania
$95.2M
3
MNA
Manning & Napier Advisors
New York
$377M
4
BCPEM
Bain Capital Public Equity Management
Massachusetts
$28.5M
5
SFM
Sphera Funds Management
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
751
Private Trust Company
Ohio
$237K +$237K +3,091 New
WB
752
WesBanco Bank
West Virginia
$236K -$5.91K -77 -2%
Cetera Investment Advisers
753
Cetera Investment Advisers
Illinois
$233K -$11.9K -155 -5%
MMPW
754
Mitchell McLeod Pugh & Williams
Alabama
$233K – – –
VST
755
Van Strum & Towne
California
$232K – – –
LCM
756
Lucas Capital Management
New Jersey
$232K +$232K +3,013 New
MHIC
757
Marble Harbor Investment Counsel
Massachusetts
$230K +$230K +2,985 New
BCP
758
Berkeley Capital Partners
Georgia
$229K -$335K -4,353 -59%
ZCA
759
Zeke Capital Advisors
Pennsylvania
$229K – – –
WP
760
WealthSource Partners
California
$228K -$21.2K -275 -8%
CG
761
Colony Group
Massachusetts
$226K -$4.77K -62 -2%
FC
762
Forte Capital
New York
$226K +$3K +39 +1%
N
763
Natixis
France
$224K +$224K +2,907 New
RA
764
RFG Advisory
Alabama
$223K -$56.5K -737 -20%
APP
765
Avantax Planning Partners
Iowa
$223K -$29.6K -385 -12%
ARMT
766
Amica Retiree Medical Trust
Rhode Island
$223K – – –
EFSCE
767
Enterprise Financial Services Corp (EFSC)
Missouri
$221K – – –
LW
768
Linscomb Wealth
Texas
$219K -$14.6K -190 -6%
SSWM
769
Sheets Smith Wealth Management
North Carolina
$219K – – –
BWP
770
BSW Wealth Partners
Colorado
$219K +$12.7K +165 +6%
AFNAS
771
American Financial Network Advisory Services
California
$219K +$219K +2,851 New
DY
772
Dowling & Yahnke
California
$218K -$12.2K -159 -5%
RMDI
773
R.M. Davis Inc
Maine
$217K -$5.39K -70 -2%
SAM
774
Shikiar Asset Management
New York
$215K +$215K +2,790 New
DBT
775
Dubuque Bank & Trust
Iowa
$214K +$17.1K +223 +9%
29 30
31
32 33