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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 %
ACM
151
Advisors Capital Management
New Jersey
$11.3M 132,171 -1,109 -0.8%
Connor, Clark & Lunn Investment Management (CC&L)
152
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.3M 131,375 +131,375 New
CSIC
153
Clifford Swan Investment Counsel
California
$11.1M 128,890 +3,370 +3%
PSC
154
Prentiss Smith & Co
Vermont
$10.8M 126,272 -2,622 -2%
FT
155
Fiduciary Trust
Massachusetts
$10.5M 122,679 -3,601 -3%
NPF
156
Norris Perne & French
Michigan
$10.4M 121,159 +2,356 +2%
D.E. Shaw & Co
157
D.E. Shaw & Co
New York
$10.1M 118,216 +118,216 New
WIC
158
Wilkins Investment Counsel
Massachusetts
$10.1M 117,690 +100 +0.1%
RJFSA
159
Raymond James Financial Services Advisors
Florida
$10M 116,946 +25 +0%
CT
160
Cambridge Trust
Massachusetts
$9.98M 116,206 +9,247 +9%
GD
161
Grandfield & Dodd
New York
$9.72M 113,247 +15,575 +16%
GJIC
162
Gamble Jones Investment Counsel
California
$9.67M 112,592 -2,317 -2%
TNB
163
Thomasville National Bank
Georgia
$9.62M 112,011 +1,722 +2%
TAM
164
Trillium Asset Management
Massachusetts
$9.59M 111,677 +6,885 +7%
TCOV
165
Trust Company of Vermont
Vermont
$9.54M 111,070 +419 +0.4%
WF
166
Welch & Forbes
Massachusetts
$9.4M 109,440 +2,075 +2%
AAM
167
Advisors Asset Management
Colorado
$9.35M 108,868 -5,409 -5%
VW
168
Vantage Wealth
California
$9.12M 106,200 -315 -0.3%
VV
169
Verity & Verity
South Carolina
$9.11M 106,130 +856 +0.8%
PA
170
Pinnacle Associates
New York
$9.04M 105,328 +4,128 +4%
FNBOO
171
First National Bank of Omaha
Nebraska
$8.56M 99,690 +4,441 +5%
GC
172
Gratus Capital
Georgia
$8.55M 99,569 +2,458 +3%
TBA
173
Tower Bridge Advisors
Pennsylvania
$8.49M 98,874 +7,397 +8%
GC
174
Guardian Capital
Ontario, Canada
$8.42M 98,065 +12,832 +15%
AAIM
175
American Assets Investment Management
California
$8.41M 97,950 – –
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7
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