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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 Market Value Shares Shares
Change 		Shares
Change %
KAS
851
Kemnay Advisory Services
New York
$52K 600 – –
HCA
852
Horan Capital Advisors
Ohio
$52K 600 +600 New
WEC
853
Winslow Evans & Crocker
Massachusetts
$51.5K 600 -252 -30%
GWS
854
Glassman Wealth Services
Virginia
$51K 591 -93 -14%
HCM
855
Highlander Capital Management
New Jersey
$50K 588 – –
CLOS
856
Compagnie Lombard Odier SCmA
Switzerland
$47K 550 -180 -25%
FMP
857
Financial Management Professionals
Texas
$47K 550 – –
KF
858
Krilogy Financial
Missouri
$45K 520 +28 +6%
BWM
859
Baystate Wealth Management
Massachusetts
$43K 500 – –
PCM
860
Polaris Capital Management
Massachusetts
$43K 500 – –
ST
861
Sageworth Trust
Pennsylvania
$43K 500 – –
MWM
862
Mascoma Wealth Management
New Hampshire
$43K 500 – –
TJHA
863
Thomas J. Herzfeld Advisors
Florida
$43K 500 +500 New
Carson Wealth (CWM LLC)
864
Carson Wealth (CWM LLC)
Nebraska
$42K 489 +221 +82%
LYV
865
Live Your Vision
Pennsylvania
$37K 435 – –
PK
866
Pflug Koory
Nebraska
$37K 433 – –
TDC
867
Thompson Davis & Co
Virginia
$36K 424 +187 +79%
BWA
868
Burt Wealth Advisors
Maryland
$36K 425 +300 +240%
MFBTD
869
MB Financial Bank - Trust Department
Illinois
$35K 410 – –
RAM
870
Riggs Asset Management
Pennsylvania
$34K 400 – –
IP
871
Isthmus Partners
Wisconsin
$34K 400 – –
FCB
872
First Command Bank
Texas
$33K 390 – –
FCFS
873
First Command Financial Services
Texas
$33K 390 – –
AF
874
Allworth Financial
California
$31K 366 +91 +33%
CFA
875
Camarda Financial Advisors
Florida
$30K 344 – –
33 34
35
36 37