NVS icon

Novartis
NVS

Overview Fund Activity

903 hedge funds and large institutions have $18.2B invested in Novartis in 2016 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 302 increasing their positions, 353 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+27
Holders Change %
+3.08%
% of All Funds
22.61%
Holding in Top 10
21
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25%
% of All Funds
0.53%
New
121
Increased
302
Reduced
353
Closed
80
Calls
$98.8M
Puts
$81.4M
Net Calls
+$17.4M
Net Calls Change
+$12.4M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$215M
2
Dodge & Cox
Dodge & Cox
California
$3.33B
3
Franklin Resources
Franklin Resources
California
$1.07B
4
Federated Hermes
Federated Hermes
Pennsylvania
$139M
5
MNA
Manning & Napier Advisors
New York
$405M

Top Sellers

1
CI
Cambiar Investors
Colorado
$0
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$221M
3
Capital World Investors
Capital World Investors
California
$104M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Macquarie Group
Macquarie Group
Australia
$71.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
226
Wasatch Advisors
Utah
$4.22M -$6.16M -94,396 -59%
EHC
227
Everett Harris & Co
California
$4.22M -$327K -5,005 -7%
TCM
228
Tradition Capital Management
New Jersey
$4.15M +$286K +4,383 +7%
ECM
229
ETrade Capital Management
Virginia
$4.02M +$1.76M +26,989 +78%
GHA
230
GW Henssler & Associates
Georgia
$4.02M -$110K -1,685 -3%
SBAM
231
Santa Barbara Asset Management
California
$3.96M +$508K +7,779 +15%
FM
232
Forward Management
California
$3.9M -$657K -10,065 -14%
PFM
233
PacWest Financial Management
Arizona
$3.9M -$655K -1,003 -14%
SCM
234
Stonebridge Capital Management
California
$3.89M +$1.84M +28,225 +90%
SC
235
Scotia Capital
Ontario, Canada
$3.8M +$116K +1,780 +3%
GCM
236
Garland Capital Management
Washington
$3.78M +$98.3K +1,506 +3%
HA
237
Hamel Associates
New Jersey
$3.77M +$3.79K +58 +0.1%
HKIM
238
Hayek Kallen Investment Management
Alabama
$3.73M +$22.9K +351 +0.6%
PG
239
PEAK6 Group
Illinois
$3.67M +$2.66M +40,828 +265%
BCM
240
Bourgeon Capital Management
Connecticut
$3.66M -$85.6K -1,312 -2%
SG Americas Securities
241
SG Americas Securities
New York
$3.65M -$4.83M -73,974 -57%
SBH
242
Segall Bryant & Hamill
Illinois
$3.62M +$94.2K +1,443 +3%
NFA
243
Nationwide Fund Advisors
Ohio
$3.61M -$175K -2,678 -5%
CNB
244
Camden National Bank
Maine
$3.51M +$3.51M +53,809 New
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$3.51M -$294K -4,498 -8%
BC
246
Brinker Capital
Pennsylvania
$3.47M +$2.7M +39,931 +347%
LG
247
LaFleur & Godfrey
Michigan
$3.46M – – –
Mirae Asset Global Investments
248
Mirae Asset Global Investments
South Korea
$3.45M -$486K -7,448 -12%
FBB
249
Fulton Breakefield Broenniman
Maryland
$3.36M -$112K -1,714 -3%
SWP
250
Stratos Wealth Partners
Ohio
$3.34M +$852K +13,054 +34%
8 9
10
11 12