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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 %
SCM
251
Stonebridge Capital Management
California
$3.69M -$271K -4,074 -7%
SBH
252
Segall Bryant & Hamill
Illinois
$3.68M -$18K -271 -0.5%
SWP
253
Stratos Wealth Partners
Ohio
$3.63M +$226K +3,400 +7%
AI
254
Ariel Investments
Illinois
$3.62M +$2.48M +37,201 +216%
CAM
255
Carret Asset Management
New York
$3.6M +$197K +2,957 +6%
NCM
256
Narwhal Capital Management
Georgia
$3.57M +$373K +5,608 +12%
JAM
257
Jolley Asset Management
North Carolina
$3.52M +$143K +2,143 +4%
CIBC Private Wealth Group
258
CIBC Private Wealth Group
Georgia
$3.45M -$129K -1,938 -4%
LG
259
LaFleur & Godfrey
Michigan
$3.44M -$78.3K -1,177 -2%
FPTW
260
Franklin, Parlapiano, Turner & Welch
Texas
$3.43M +$183K +2,755 +6%
GG
261
Greenwood Gearhart
Arkansas
$3.4M +$110K +1,651 +3%
WTC
262
WhitTier Trust Company
Nevada
$3.4M +$361K +5,429 +12%
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$3.39M +$493K +7,410 +17%
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$3.38M +$134K +2,014 +4%
WA
265
Wasatch Advisors
Utah
$3.37M -$933K -14,024 -22%
CAM
266
Cubic Asset Management
Massachusetts
$3.34M -$5.59K -84 -0.2%
CCFCSB
267
Cape Cod Five Cents Savings Bank
Massachusetts
$3.33M -$1.68M -25,271 -34%
BUB
268
BBVA USA Bancshares
Texas
$3.27M -$43.7K -657 -1%
BTW
269
Boston Trust Walden
Massachusetts
$3.27M +$121K +1,813 +4%
GC
270
Guggenheim Capital
Illinois
$3.26M +$362K +5,436 +13%
ABP
271
Arthur B. Page
$3.24M -$57.6K -865 -2%
SFPIA
272
Stevens First Principles Investment Advisors
California
$3.22M -$31.5K -474 -1%
SC
273
SouthState Corp
Florida
$3.22M -$35.1K -528 -1%
WIC
274
Whitegate Investment Counselors
New Hampshire
$3.2M -$61.3K -921 -2%
EA
275
Edge Advisors
Georgia
$3.2M +$323K +4,848 +11%
9 10
11
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