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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 %
CAM
251
Carret Asset Management
New York
$3.33M -$27.9K -428 -0.8%
JAM
252
Jolley Asset Management
North Carolina
$3.32M +$315K +4,825 +10%
CAM
253
Cubic Asset Management
Massachusetts
$3.28M – – –
BUB
254
BBVA USA Bancshares
Texas
$3.25M -$1.68M -25,700 -34%
ABP
255
Arthur B. Page
$3.23M +$64.5K +988 +2%
GG
256
Greenwood Gearhart
Arkansas
$3.23M -$36.4K -558 -1%
WIC
257
Whitegate Investment Counselors
New Hampshire
$3.2M -$4.83K -74 -0.2%
COI
258
Connable Office Inc
Michigan
$3.2M – – –
SC
259
SouthState Corp
Florida
$3.19M +$467K +7,158 +17%
SFPIA
260
Stevens First Principles Investment Advisors
California
$3.19M -$77.9K -1,194 -2%
FMII
261
Farmers & Merchants Investments Inc
Nebraska
$3.18M +$81.4K +1,247 +3%
FPTW
262
Franklin, Parlapiano, Turner & Welch
Texas
$3.18M +$81.2K +1,244 +3%
NCM
263
Narwhal Capital Management
Georgia
$3.13M +$2.04M +31,259 +187%
NB
264
NBT Bank
New York
$3.12M -$144K -2,209 -4%
BEAM
265
Baker Ellis Asset Management
Washington
$3.12M +$23.3K +357 +0.8%
WI
266
Welch Investments
Alabama
$3.11M +$3.11M +47,596 New
BTW
267
Boston Trust Walden
Massachusetts
$3.08M +$1.83K +28 +0.1%
CCI
268
Columbus Circle Investors
$3.03M -$6.48M -99,231 -68%
MA
269
MUFG Americas
New York
$2.99M -$252K -3,865 -8%
AllianceBernstein
270
AllianceBernstein
Tennessee
$2.98M -$125K -1,912 -4%
WTC
271
WhitTier Trust Company
Nevada
$2.98M +$160K +2,455 +6%
VNA
272
Valley National Advisers
Pennsylvania
$2.97M -$212K -3,245 -7%
RJT
273
Raymond James Trust
Florida
$2.96M +$728K +11,160 +33%
AG
274
Advisor Group
Arizona
$2.93M +$495K +7,575 +20%
Allianz Asset Management
275
Allianz Asset Management
Germany
$2.88M +$24.4K +374 +0.9%
9 10
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