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Novartis
NVS

Overview Fund Activity

908 hedge funds and large institutions have $19.9B invested in Novartis in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 342 increasing their positions, 334 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+5
Holders Change %
+0.55%
% of All Funds
22.64%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.5%
New
76
Increased
342
Reduced
334
Closed
61
Calls
$30.9M
Puts
$68.2M
Net Calls
-$37.3M
Net Calls Change
-$54.7M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$3.76B
2
Parnassus Investments
Parnassus Investments
California
$594M
3
BlackRock
BlackRock
New York
$210M
4
JHIU
Janus Henderson Investors US
Colorado
$131M
5
Millennium Management
Millennium Management
New York
$102M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$14.2M
2
Capital World Investors
Capital World Investors
California
$0
3
ClearBridge Investments
ClearBridge Investments
New York
$58.4M
4
Lazard Asset Management
Lazard Asset Management
New York
$115M
5
MHI
Miller Howard Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IHL
226
Investment House LLC
California
$4.72M -$46.5K -698 -1%
LAM
227
Lebenthal Asset Management
New York
$4.69M +$254K +3,813 +6%
CHCM
228
Columbus Hill Capital Management
New Jersey
$4.64M +$4.64M +69,750 New
RW
229
Rand Wealth
Maryland
$4.62M -$196K -2,950 -4%
NCM
230
Nelson Capital Management
California
$4.59M +$55.3K +831 +1%
CIBC World Market
231
CIBC World Market
Ontario, Canada
$4.52M -$2.53M -38,033 -36%
WFG
232
Windsor Financial Group
Minnesota
$4.51M -$89.1K -1,339 -2%
CTA
233
Chesley Taft & Associates
Illinois
$4.45M +$20.8K +312 +0.5%
OWD
234
Osborn Williams & Donohoe
Ohio
$4.43M -$134K -2,017 -3%
TRIM
235
Thompson Rubinstein Investment Management
Oregon
$4.36M -$35.7K -536 -0.8%
ARMC
236
American Research & Management Company
Massachusetts
$4.35M -$22.2K -334 -0.5%
Creative Planning
237
Creative Planning
Kansas
$4.32M -$522K -7,850 -11%
EGA
238
Eagle Global Advisors
Texas
$4.3M -$274K -4,115 -6%
ECM
239
ETrade Capital Management
Virginia
$4.23M +$124K +1,867 +3%
CT
240
Cambridge Trust
Massachusetts
$4.09M -$943K -14,171 -19%
AllianceBernstein
241
AllianceBernstein
Tennessee
$4.09M +$1.05M +15,714 +34%
TCM
242
Tradition Capital Management
New Jersey
$4.04M -$189K -2,843 -4%
HA
243
Hamel Associates
New Jersey
$4M +$163K +2,446 +4%
HWM
244
Holloway Wealth Management
Florida
$4M -$2.32M – –
NFA
245
Nationwide Fund Advisors
Ohio
$3.98M +$298K +4,481 +8%
WI
246
Welch Investments
Alabama
$3.88M +$712K +10,695 +22%
HKIM
247
Hayek Kallen Investment Management
Alabama
$3.84M +$39.7K +597 +1%
CNB
248
Camden National Bank
Maine
$3.77M +$189K +2,845 +5%
BCM
249
Bourgeon Capital Management
Connecticut
$3.75M +$26K +391 +0.7%
GCM
250
Garland Capital Management
Washington
$3.75M -$108K -1,618 -3%
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