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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 %
BFO
276
Boston Family Office
Massachusetts
$2.87M – – –
Cambridge Investment Research Advisors
277
Cambridge Investment Research Advisors
Iowa
$2.85M +$244K +3,743 +9%
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$2.84M +$2.65M +40,610 +1,387%
GC
279
Guggenheim Capital
Illinois
$2.84M -$2.67M -40,948 -49%
WSFS
280
Wilmington Savings Fund Society
Delaware
$2.82M -$682K -10,448 -19%
EA
281
Edge Advisors
Georgia
$2.82M +$2.82M +43,223 New
William Blair Investment Management
282
William Blair Investment Management
Illinois
$2.79M +$700K +10,716 +33%
GCA
283
Guardian Capital Advisors
Ontario, Canada
$2.79M +$13.7K +206 +0.5%
TD Asset Management
284
TD Asset Management
Ontario, Canada
$2.76M -$198K -3,030 -7%
OC
285
Oppenheimer & Co
New York
$2.74M -$5.94K -91 -0.2%
MC
286
Moors & Cabot
Massachusetts
$2.71M +$1.9K +29 +0.1%
BL
287
BCWM LLC
Kansas
$2.71M -$24.1K -369 -0.9%
UBS AM
288
UBS AM
Illinois
$2.63M -$208K -3,181 -7%
Jane Street
289
Jane Street
New York
$2.61M -$2.76M -42,351 -51%
WIC
290
Woodmont Investment Counsel
Tennessee
$2.61M +$292K +4,470 +13%
ABC
291
Associated Banc-Corp
Wisconsin
$2.61M -$99.4K -1,523 -4%
PL
292
Parkwood LLC
Ohio
$2.58M +$372K +5,694 +17%
BF
293
BOK Financial
Oklahoma
$2.57M +$694K +10,637 +37%
HNB
294
Huntington National Bank
Ohio
$2.55M -$197K -3,012 -7%
AUB
295
Atlantic Union Bankshares
Virginia
$2.53M +$74K +1,134 +3%
Twin Tree Management
296
Twin Tree Management
Texas
$2.5M +$1.87M +28,616 +295%
DLCIG
297
D.L. Carlson Investment Group
New Hampshire
$2.5M -$20K -307 -0.8%
CB
298
Commerce Bank
Missouri
$2.49M -$271K -4,157 -10%
TCCM
299
Timber Creek Capital Management
Massachusetts
$2.46M -$246K -3,772 -9%
KIA
300
KCM Investment Advisors
California
$2.45M -$958K -14,683 -28%
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