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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.

New
Increased
Maintained
Reduced
Closed
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 %
LTFS
201
Ladenburg Thalmann Financial Services
Florida
$6.74M +$196K +2,548 +3%
WT
202
Whittier Trust
California
$6.71M +$62.7K +815 +0.9%
PAM
203
Private Asset Management
California
$6.64M -$752K -9,781 -10%
GHA
204
GW Henssler & Associates
Georgia
$6.59M +$448K +5,829 +7%
DLCIG
205
D.L. Carlson Investment Group
New Hampshire
$6.3M +$26.2K +341 +0.4%
MJP
206
Michael J. Puzo
$6.25M +$21.5K +279 +0.3%
CCT
207
Country Club Trust
Missouri
$6.24M -$219K -2,846 -3%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$6.22M +$2.19M +28,405 +54%
AllianceBernstein
209
AllianceBernstein
Tennessee
$6.17M +$1.32M +17,205 +27%
First Manhattan
210
First Manhattan
New York
$6.12M -$25.1K -326 -0.4%
BC
211
Brinker Capital
Pennsylvania
$6.1M -$1.7M -21,971 -22%
BCM
212
Buckhead Capital Management
Georgia
$6.09M -$1.93M -25,110 -24%
SSB
213
Sandy Spring Bank
Maryland
$5.99M -$102K -1,326 -2%
TRIM
214
Thompson Rubinstein Investment Management
Oregon
$5.93M +$921K +11,973 +18%
TCM
215
Tradition Capital Management
New Jersey
$5.9M +$1.33M +17,343 +29%
BIC
216
Beach Investment Counsel
Pennsylvania
$5.75M – – –
SC
217
Scotia Capital
Ontario, Canada
$5.72M -$7.85K -102 -0.1%
IHL
218
Investment House LLC
California
$5.66M +$192K +2,500 +4%
Voloridge Investment Management
219
Voloridge Investment Management
Florida
$5.64M +$5.64M +73,280 New
BCM
220
Bourgeon Capital Management
Connecticut
$5.59M +$1.62K +21 +0%
Mirae Asset Global Investments
221
Mirae Asset Global Investments
South Korea
$5.52M +$793K +10,305 +17%
BONST
222
Bank of Nova Scotia Trust
Ontario, Canada
$5.47M -$3.48M -45,216 -39%
FPF
223
FNY Partners Fund
New York
$5.47M +$3.19M +41,479 +140%
NIM
224
Northeast Investment Management
Massachusetts
$5.45M -$30.1K -391 -0.5%
RW
225
Rand Wealth
Maryland
$5.38M +$15.1K +196 +0.3%
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