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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 %
HT
951
HighTower Trust
Texas
– – -5,830 Closed
GCP
952
GSA Capital Partners
United Kingdom
– – -5,081 Closed
HW
953
Hedeker Wealth
Illinois
– – -4,920 Closed
CS
954
Comerica Securities
Michigan
– – -4,686 Closed
AAP
955
Ardsley Advisory Partners
Connecticut
– – -4,000 Closed
Nuveen Asset Management
956
Nuveen Asset Management
Illinois
– – -3,808 Closed
CCA
957
Cobblestone Capital Advisors
New York
– – -3,730 Closed
IFWM
958
Institute for Wealth Management
Colorado
– – -3,651 Closed
DAM
959
Doheny Asset Management
California
– – -3,600 Closed
TSS
960
Two Sigma Securities
New York
– – -3,215 Closed
SSW
961
Smith Shellnut Wilson
Mississippi
– – -3,074 Closed
BRWA
962
B. Riley Wealth Advisors
Florida
– – -3,056 Closed
Verition Fund Management
963
Verition Fund Management
Connecticut
– – -3,054 Closed
CIM
964
CIM Investment Management
Pennsylvania
– – -3,000 Closed
IIA
965
IPG Investment Advisors
California
– – -3,000 Closed
SI
966
SII Investments
Wisconsin
– – -2,848 Closed
CGA
967
Crescent Grove Advisors
Illinois
– – -2,806 Closed
CGL
968
Clarius Group LLC
Washington
– – -2,795 Closed
BCM
969
Becker Capital Management
Oregon
– – -2,576 Closed
BWAM
970
Boyd Watterson Asset Management
Ohio
– – -2,441 Closed
PFO
971
Pathstone Family Office
New Jersey
– – -700 Closed
VWA
972
V Wealth Advisors
Kansas
– – -698 Closed
AIM
973
Acrospire Investment Management
Illinois
– – -600 Closed
HA
974
Harfst & Associates
Wyoming
– – -405 Closed
GI
975
Gradient Investments
Minnesota
– – -400 Closed
36 37 38
39
40