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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 %
CMBA
776
C.M. Bidwell & Associates
Hawaii
$212K +$212K +2,751 New
HH
777
Hilltop Holdings
Texas
$210K -$152K -1,980 -42%
FMW
778
Farr Miller & Washington
District of Columbia
$209K -$44.5K -580 -18%
BCM
779
BTC Capital Management
Iowa
$208K -$19.1K -251 -8%
FPB
780
First PREMIER Bank
South Dakota
$208K +$20.1K +262 +11%
Barclays
781
Barclays
United Kingdom
$208K +$43K +558 +26%
SBIA
782
Sheaff Brock Investment Advisors
Indiana
$204K -$30K -391 -13%
VWM
783
Venturi Wealth Management
Texas
$203K +$203K +2,620 New
SFA
784
Sequoia Financial Advisors
Ohio
$203K +$203K +2,638 New
GFPC
785
Global Financial Private Capital
Florida
$201K +$201K +2,609 New
WSCM
786
Wellington Shields Capital Management
New York
$200K -$77.1K -1,004 -28%
FHA
787
Flagship Harbor Advisors
Massachusetts
$200K +$200K +2,585 New
WAM
788
Weatherly Asset Management
California
$200K +$200K +2,594 New
CFG
789
Citizens Financial Group
Rhode Island
$199K -$7.95K -103 -4%
NEAM
790
New England Asset Management
Connecticut
$193K – – –
BAM
791
Barrett Asset Management
New York
$193K – – –
SAM
792
Security Asset Management
New York
$190K – – –
MFW
793
Mosaic Family Wealth
Missouri
$187K +$2.32K +30 +1%
EDRH
794
Edmond de Rothschild Holding
Switzerland
$184K +$85.2K +1,116 +86%
AssetMark Inc
795
AssetMark Inc
California
$172K -$7.89M -102,421 -98%
SNT
796
Security National Trust
West Virginia
$172K -$81.7K -1,060 -32%
CAL
797
Capital Analysts LLC
Pennsylvania
$169K – – –
CFG
798
CKW Financial Group
Hawaii
$163K -$17.2K -224 -10%
LIA
799
LS Investment Advisors
Michigan
$158K -$38.7K -502 -20%
AWM
800
Avior Wealth Management
Nebraska
$157K +$1.69K +22 +1%
30 31
32
33 34