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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 %
BEAM
276
Baker Ellis Asset Management
Washington
$3.18M -$7.45K -112 -0.2%
BF
277
BOK Financial
Oklahoma
$3.18M +$559K +8,404 +21%
AG
278
Advisor Group
Arizona
$3.15M +$158K +2,370 +5%
RJT
279
Raymond James Trust
Florida
$3.12M +$97.4K +1,464 +3%
NB
280
NBT Bank
New York
$3.04M -$144K -2,165 -5%
GC
281
Grace Capital
Massachusetts
$3.04M +$22.6K +340 +0.8%
William Blair Investment Management
282
William Blair Investment Management
Illinois
$3.02M +$167K +2,515 +6%
MA
283
MUFG Americas
New York
$2.88M -$171K -2,572 -6%
Cambridge Investment Research Advisors
284
Cambridge Investment Research Advisors
Iowa
$2.88M -$27K -405 -0.9%
CSS
285
Cubist Systematic Strategies
Connecticut
$2.79M +$2.32M +34,866 +493%
GCA
286
Guardian Capital Advisors
Ontario, Canada
$2.76M -$20K -302 -0.7%
Allianz Asset Management
287
Allianz Asset Management
Germany
$2.75M -$190K -2,850 -6%
BL
288
BCWM LLC
Kansas
$2.74M -$14.7K -221 -0.5%
Russell Investments Group
289
Russell Investments Group
United Kingdom
$2.74M +$2.74M +41,170 New
OC
290
Oppenheimer & Co
New York
$2.72M -$74.2K -1,114 -3%
BFO
291
Boston Family Office
Massachusetts
$2.68M -$243K -3,656 -8%
WSFS
292
Wilmington Savings Fund Society
Delaware
$2.67M -$212K -3,181 -7%
VNA
293
Valley National Advisers
Pennsylvania
$2.63M -$404K -6,071 -13%
FCMT
294
Founders Capital Management (Texas)
Texas
$2.62M +$2.62M +39,417 New
WIC
295
Woodmont Investment Counsel
Tennessee
$2.61M – – –
ABC
296
Associated Banc-Corp
Wisconsin
$2.6M -$58.2K -874 -2%
SSWM
297
Smith Salley Wealth Management
North Carolina
$2.6M +$115K +1,730 +5%
NME
298
Notis-McConarty Edward
$2.59M +$149K +2,232 +6%
TCCM
299
Timber Creek Capital Management
Massachusetts
$2.58M +$79.9K +1,200 +3%
CA
300
Commerzbank Aktiengesellschaft
Germany
$2.58M +$324K +4,868 +14%
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