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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 %
CFB
101
Cullen/Frost Bankers
Texas
$21.7M 253,245 -3,233 -1%
GG
102
Gofen & Glossberg
Illinois
$21.7M 253,090 -5,678 -2%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$21M 244,841 +1,293 +0.5%
Federated Hermes
104
Federated Hermes
Pennsylvania
$21M 244,226 -30,563 -11%
UCFA
105
United Capital Financial Advisors
Texas
$20.8M 242,560 +4,995 +2%
Balyasny Asset Management
106
Balyasny Asset Management
Illinois
$20M 232,937 -93,675 -29%
FFIC
107
First Fiduciary Investment Counsel
Ohio
$20M 232,833 -12,570 -5%
First Trust Advisors
108
First Trust Advisors
Illinois
$20M 232,423 -1,022 -0.4%
MAP
109
Managed Asset Portfolios
Michigan
$19.5M 227,426 +15,786 +7%
PAS
110
Professional Advisory Services
Florida
$18.9M 219,758 -3,980 -2%
US Bancorp
111
US Bancorp
Minnesota
$18.8M 219,233 -6,326 -3%
SC
112
Samlyn Capital
New York
$18.7M 218,356 -10,744 -5%
EIA
113
Edgemoor Investment Advisors
Maryland
$17.9M 208,084 -1,764 -0.8%
JFL
114
Jarislowsky, Fraser Ltd
Quebec, Canada
$17.8M 207,504 +27,455 +15%
WG
115
Welch Group
Alabama
$17.8M 206,885 +755 +0.4%
SI
116
Scout Investments
Missouri
$17.6M 205,225 -30,051 -13%
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$17.2M 199,788 +15,598 +8%
TBC
118
Tweedy, Browne Co
Connecticut
$16.9M 196,952 +530 +0.3%
MTC
119
McDaniel Terry & Co
Texas
$16.8M 196,115 -5,550 -3%
KFS
120
Kurt F. Somerville
$16.8M 195,144 +955 +0.5%
FCI
121
Financial Counselors Inc
Kansas
$16.4M 191,052 +2,440 +1%
Massachusetts Financial Services
122
Massachusetts Financial Services
Massachusetts
$16.4M 190,496 -40,282 -17%
NFA
123
Nationwide Fund Advisors
Ohio
$16.3M 190,230 -6,455 -3%
BFS
124
Bradley Foster & Sargent
Connecticut
$16.3M 189,829 -2,222 -1%
William Blair & Company
125
William Blair & Company
Illinois
$15.7M 182,521 +5,129 +3%
3 4
5
6 7