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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 Holding Trade Value Shares
Change 		Shares
Change %
WAS
801
WESPAC Advisors SoCal
California
$156K -$2.14K -28 -1%
CPIG
802
Chicago Partners Investment Group
Illinois
$150K -$82.6K -1,077 -36%
HL
803
Harding Loevner
New Jersey
$150K – – –
CFN
804
Cordasco Financial Network
Florida
$146K – – –
MMG
805
Monetary Management Group
Missouri
$141K – – –
SQA
806
Simon Quick Advisors
New Jersey
$137K – – –
NSIM
807
North Star Investment Management
Illinois
$132K – – –
FFC
808
First Financial Corp
Indiana
$130K -$143K -1,864 -52%
JCM
809
Jacobi Capital Management
Pennsylvania
$129K -$63.7K -829 -33%
HR
810
Howe & Rusling
New York
$127K +$11.5K +149 +10%
MRCM
811
M&R Capital Management
New Jersey
$123K – – –
TWA
812
TCI Wealth Advisors
Arizona
$112K -$996 -13 -0.9%
CHP
813
Cable Hill Partners
Oregon
$112K +$95.7K +1,235 +588%
CHC
814
City Holding Co
West Virginia
$107K +$2.24K +29 +2%
WAP
815
Wealthcare Advisory Partners
Pennsylvania
$106K +$106K +1,379 New
OIA
816
OneDigital Investment Advisors
Kansas
$104K -$1.31K -17 -1%
PO
817
Private Ocean
California
$103K – – –
FWM
818
Focused Wealth Management
New York
$103K +$17.1K +223 +20%
EWM
819
Endurance Wealth Management
Rhode Island
$102K – – –
PAM
820
Panagora Asset Management
Massachusetts
$100K – – –
HFM
821
Hartford Financial Management
Connecticut
$98K – – –
ST
822
Smithfield Trust
Pennsylvania
$97K +$49.2K +637 +103%
WC
823
Whitnell & Co
Illinois
$94K – – –
AOWM
824
Alpha Omega Wealth Management
Virginia
$90K – – –
AAP
825
Arax Advisory Partners
Colorado
$88K -$18.3K -239 -17%
31 32
33
34 35