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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 Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
176
Jones Financial Companies
Missouri
$8.36M -$54.1K -703 -0.6%
PMG
177
ProVise Management Group
Florida
$8.22M +$921K +11,977 +13%
RFM
178
Royal Fund Management
Florida
$8.22M -$124K -1,607 -1%
FBC
179
Fairfield, Bush & Co
Connecticut
$8.14M -$3K -39 -0%
BCB
180
Brian C. Broderick
$8.09M +$145K +1,883 +2%
M
181
MOTCO
Texas
$8.03M -$184K -2,392 -2%
Baird Financial Group
182
Baird Financial Group
Wisconsin
$7.97M -$8.31K -108 -0.1%
HC
183
Hawkins Capital
Texas
$7.73M -$858K -11,160 -10%
DMIC
184
Dixon Mitchell Investment Counsel
British Columbia, Canada
$7.67M -$47.5K -618 -0.6%
SWK
185
Stephen W. Kidder
$7.67M +$13.8K +179 +0.2%
LPL Financial
186
LPL Financial
California
$7.66M +$941K +12,237 +14%
EVM
187
Evelyn V. Moreno
$7.45M +$53K +689 +0.7%
LWCFA
188
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.41M -$120K -1,556 -2%
ZAM
189
Zevin Asset Management
Massachusetts
$7.25M +$226K +2,933 +3%
FTIOP
190
Fiduciary Trust International of Pennsylvania
Pennsylvania
$7.24M +$83.3K +1,083 +1%
KeyBank National Association
191
KeyBank National Association
Ohio
$7.23M -$283K -3,685 -4%
WCM
192
Wallace Capital Management
Texas
$7.19M +$414K +5,384 +6%
EA
193
Edge Advisors
Georgia
$7.17M +$2.16M +28,019 +43%
CCM
194
Cohen Capital Management
California
$7.16M -$42.9K -558 -0.6%
ANTB
195
AMG National Trust Bank
Colorado
$7.12M -$689K -8,956 -9%
CCMIC
196
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$7.11M +$212K +2,751 +3%
GT
197
Glenmede Trust
Pennsylvania
$6.97M -$916K -11,904 -12%
ISL
198
Ingalls & Snyder LLC
New York
$6.89M +$1.33M +17,235 +24%
AIIMS
199
Analyst IMS Investment Management Services
Israel
$6.83M -$51.6K -680 -0.8%
PP
200
Patten & Patten
Tennessee
$6.77M -$503K -6,544 -7%
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8
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