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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 %
DP
76
Dearborn Partners
Illinois
$32.8M 426,131 -9,618 -2%
Chevy Chase Trust
77
Chevy Chase Trust
Maryland
$31.8M 413,613 +38,076 +10%
Brown Advisory
78
Brown Advisory
Maryland
$30.4M 395,228 -9,451 -2%
DSA
79
Davis Selected Advisers
Arizona
$30.1M 390,808 -2,939 -0.7%
WFMPM
80
Woodley Farra Manion Portfolio Management
Indiana
$30M 389,464 +5,996 +2%
Neuberger Berman Group
81
Neuberger Berman Group
New York
$28.5M 370,712 -9,604 -3%
BCPEM
82
Bain Capital Public Equity Management
Massachusetts
$28.5M 370,261 -242,691 -40%
BTS
83
BB&T Securities
Virginia
$27.6M 359,017 +8,322 +2%
AAMU
84
Amundi Asset Management US
Massachusetts
$27.2M 354,107 +246,413 +229%
Truist Financial
85
Truist Financial
North Carolina
$26.8M 347,738 -10,442 -3%
CCM
86
Causeway Capital Management
California
$26.7M 346,534 -65,277 -16%
RMCM
87
Reynders McVeigh Capital Management
Massachusetts
$26.3M 342,036 +11,036 +3%
PNC
88
Park National Corp
Ohio
$26.2M 340,359 +7,914 +2%
O
89
OppenheimerFunds
New York
$25.2M 327,725 -19,541 -6%
GF
90
Gabelli Funds
New York
$24.8M 322,524 -30,132 -9%
EVM
91
Eaton Vance Management
Massachusetts
$24.4M 317,768 -599 -0.2%
CCM
92
Compass Capital Management
Minnesota
$24.4M 316,763 +1,460 +0.5%
BG
93
Bahl & Gaynor
Ohio
$23.4M 304,642 -16,113 -5%
Stifel Financial
94
Stifel Financial
Missouri
$23.2M 301,600 +16,326 +6%
AR
95
Advisory Research
Illinois
$23M 298,824 +33,214 +13%
TIM
96
Thornburg Investment Management
New Mexico
$22.6M 294,283 +49,157 +20%
M&T Bank
97
M&T Bank
New York
$22.4M 291,577 +6,748 +2%
OAM
98
Oppenheimer Asset Management
New York
$22.2M 288,082 -2,178 -0.8%
OCAM
99
Onex Canada Asset Management
Ontario, Canada
$22M 286,271 +162 +0.1%
HighTower Advisors
100
HighTower Advisors
Illinois
$21.9M 284,644 -1,466 -0.5%
2 3
4
5 6