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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 %
Jane Street
126
Jane Street
New York
$15.4M 179,019 +59,711 +50%
EWA
127
Exencial Wealth Advisors
Oklahoma
$15.1M 176,254 +1,215 +0.7%
Fiera Capital (Canada)
128
Fiera Capital (Canada)
Quebec, Canada
$15.1M 176,078 -123,409 -41%
AWCI
129
Alpine Woods Capital Investors
New York
$14.8M 172,900 – –
OMC
130
Old Mission Capital
Illinois
$14.7M 171,772 +171,772 New
PSUF
131
People's United Financial
Connecticut
$14.5M 169,374 +3,699 +2%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$14.5M 168,852 -510 -0.3%
FGP
133
Foyston, Gordon, & Payne
Ontario, Canada
$14.4M 167,723 +80,693 +93%
Russell Investments Group
134
Russell Investments Group
United Kingdom
$14.2M 165,800 +165,800 New
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$14.1M 164,549 +8,720 +6%
HCM
136
Howland Capital Management
Massachusetts
$14.1M 164,156 +2,410 +1%
VanEck Associates
137
VanEck Associates
New York
$14.1M 163,831 -52,447 -24%
HTHT
138
Hemenway Trust Hemenway Trust
New Hampshire
$13.9M 162,288 +4,367 +3%
CIM
139
Confluence Investment Management
Missouri
$13.7M 159,300 +6,642 +4%
JGUA
140
John G. Ullman & Associates
New York
$13.6M 158,110 +40,720 +35%
Citigroup
141
Citigroup
New York
$13.5M 157,771 +33,530 +27%
WAM
142
World Asset Management
Michigan
$13.2M 154,328 -403 -0.3%
CIM
143
Corda Investment Management
Texas
$13M 151,179 +14,437 +11%
CGH
144
Crossmark Global Holdings
Texas
$12.6M 146,290 +146,290 New
Comerica Bank
145
Comerica Bank
Texas
$12.6M 153,538 +1,925 +1%
GGI
146
Godsey & Gibb Inc
Virginia
$12.3M 143,253 -7,388 -5%
TD Asset Management
147
TD Asset Management
Ontario, Canada
$12M 139,712 +18,784 +16%
PHS
148
Pekin Hardy Strauss
Illinois
$11.9M 138,221 -1,803 -1%
CBT
149
Capital Bank & Trust
California
$11.9M 138,207 +7,201 +5%
BCAM
150
Boston Common Asset Management
Massachusetts
$11.5M 133,693 +2,185 +2%
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