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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 %
NC
926
NewSquare Capital
Pennsylvania
$3K 32 -278 -90%
AIS
927
Accurate Investment Solutions
Pennsylvania
$2K 26 – –
LWA
928
Lowe Wealth Advisors
Maryland
$2K 21 – –
MWM
929
MinichMacGregor Wealth Management
New York
$2K 33 +15 +83%
RIA
930
RPG Investment Advisory
California
$2K 18 +18 New
TRCT
931
Tower Research Capital (TRC)
New York
$1K 6 -4,048 -100%
WA
932
WealthTrust-Arizona
Arizona
$1K 16 – –
BIMC
933
Benson Investment Management Company
Virginia
$1K 10 – –
Capital World Investors
934
Capital World Investors
California
$1K 10 +6 +150%
SMG
935
Spectrum Management Group
Indiana
$1K 13 +13 New
Walleye Trading
936
Walleye Trading
New York
$811 9,442 +9,442 New
SSA
937
South Street Advisors
New York
$223 2,600 – –
SFM
938
Sphera Funds Management
Israel
– – -200,000 Closed
LMIM
939
Lockheed Martin Investment Management
Maryland
– – -156,100 Closed
Point72 Asset Management
940
Point72 Asset Management
Connecticut
– – -115,900 Closed
QT
941
Quantbot Technologies
New York
– – -82,294 Closed
CLCM
942
Crawford Lake Capital Management
New Jersey
– – -75,335 Closed
JG
943
Jefferies Group
New York
– – -26,088 Closed
SG
944
StoneX Group
New York
– – -22,265 Closed
Citadel Advisors
945
Citadel Advisors
Florida
– – -21,437 Closed
PAM
946
Premier Asset Management
Illinois
– – -16,040 Closed
GH
947
GAM Holding
Switzerland
– – -14,611 Closed
FB
948
Fulton Bank
Pennsylvania
– – -11,337 Closed
SCA
949
Salient Capital Advisors
Texas
– – -7,787 Closed
FHAM
950
Folger Hill Asset Management
New York
– – -6,990 Closed
36 37
38
39 40