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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 %
MCIA
901
Mountain Capital Investment Advisors
Colorado
$15K 180 -30 -14%
NCM
902
New Capital Management
Texas
$15K 175 – –
AC
903
Alexandria Capital
Virginia
$14K 160 – –
CJA
904
C-J Advisory
California
$14K 159 – –
RFWA
905
RPg Family Wealth Advisory
Massachusetts
$13.4K 156 +156 New
ATC
906
Adirondack Trust Company
New York
$11K 130 +130 New
SH
907
SeaTown Holdings
Singapore
$10.2K 119,351 +119,351 New
DPA
908
Delphi Private Advisors
California
$10K 115 – –
CFD
909
Creative Financial Designs
Indiana
$10K 120 – –
DOA
910
D'Orazio & Associates
Virginia
$10K 113 – –
CPA
911
Cowen Prime Advisors
New York
$9K 100 – –
WWM
912
Willingdon Wealth Management
North Carolina
$9K 107 +107 New
WIM
913
Westside Investment Management
California
$8.71K 102 – –
ACM
914
AUA Capital Management
Pennsylvania
$8K 98 – –
JFGIW
915
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K 74 -394 -84%
AP
916
Atwood & Palmer
Missouri
$6K 75 – –
SJIM
917
St. Johns Investment Management
Florida
$6K 65 – –
GBBWRPM
918
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K 60 – –
VCM
919
Vigilant Capital Management
Maine
$5K 60 – –
KTC
920
Kistler-Tiffany Companies
Pennsylvania
$5K 60 – –
BWL
921
Bogart Wealth LLC
Virginia
$5K 61 +61 New
SWA
922
Sutton Wealth Advisors
Florida
$4.55K 53 – –
DAM
923
Delta Asset Management
Tennessee
$4K 50 -36 -42%
LA
924
Legacy Advisors
Pennsylvania
$4K 58 +58 New
SC
925
SouthState Corp
Florida
$3.91K 45,558 -955 -2%
35 36
37
38 39