NVS icon

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 %
PMFA
826
Plante Moran Financial Advisors
Michigan
$84K 980 -33 -3%
AIP
827
Ameritas Investment Partners
Nebraska
$83K 971 -44 -4%
HI
828
Hudock Inc
Pennsylvania
$80K 941 – –
CCM
829
Cribstone Capital Management
Maine
$79K 926 -176 -16%
AIM
830
Arcadia Investment Management
Michigan
$75K 877 -28 -3%
TF
831
Tompkins Financial
New York
$75K 878 – –
PR
832
Payden & Rygel
California
$75K 876 – –
BNP Paribas Financial Markets
833
BNP Paribas Financial Markets
France
$72.5K 844 +16 +2%
Schroder Investment Management Group
834
Schroder Investment Management Group
United Kingdom
$70K 830 – –
WA
835
Winfield Associates
Ohio
$67K 775 -10 -1%
PWM
836
Perigon Wealth Management
California
$66K 770 – –
BWA
837
BDO Wealth Advisors
Florida
$66K 770 +320 +71%
SIAS
838
Shine Investment Advisory Services
Colorado
$64K 742 – –
QAM
839
QCI Asset Management
New York
$62K 725 – –
HDIM
840
Hanson & Doremus Investment Management
Vermont
$61K 705 +625 +781%
AF
841
Arrow Financial
New York
$60K 700 – –
MPWT
842
MassMutual Private Wealth & Trust
Connecticut
$57.8K 673 +450 +202%
NIC
843
Northwest Investment Counselors
Oregon
$57K 661 +586 +781%
H
844
Hexavest
Quebec, Canada
$56K 657 – –
RPG
845
Risk Paradigm Group
Texas
$55.7K 649 +493 +316%
VIA
846
Vantage Investment Advisors
Pennsylvania
$55K 637 – –
LC
847
Landaas & Company
Wisconsin
$54K 630 +630 New
GBT
848
Grove Bank & Trust
Florida
$52K 607 -112 -16%
LF
849
Lee Financial
Texas
$52K 600 – –
JWA
850
JFS Wealth Advisors
Pennsylvania
$52K 600 – –
32 33
34
35 36