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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
+$186M
2
Dodge & Cox
Dodge & Cox
California
+$156M
3
Franklin Resources
Franklin Resources
California
+$151M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$135M
5
MNA
Manning & Napier Advisors
New York
+$131M

Top Sellers

1
CI
Cambiar Investors
Colorado
-$176M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$59.7M
3
Capital World Investors
Capital World Investors
California
-$36.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$36.3M
5
Macquarie Group
Macquarie Group
Australia
-$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANI
301
American National Insurance
Texas
$2.45M – – –
TA
302
TMD & Associates
Arizona
$2.44M -$414K -6,338 -14%
SSWM
303
Smith Salley Wealth Management
North Carolina
$2.44M +$112K +1,717 +5%
BNP Paribas Asset Management
304
BNP Paribas Asset Management
France
$2.41M – – –
NME
305
Notis-McConarty Edward
$2.4M -$147K -2,256 -6%
CB
306
Community Bank
New York
$2.39M -$36.1K -553 -1%
GIA
307
Guyasuta Investment Advisors
Pennsylvania
$2.39M -$8.17M -125,092 -77%
HTC
308
Haverford Trust Company
Pennsylvania
$2.38M +$142K +2,171 +6%
DDC
309
Daniel Devine & Co
Florida
$2.37M – – –
MIM
310
Marco Investment Management
Georgia
$2.36M -$142K -2,177 -6%
PAIM
311
Punch & Associates Investment Management
Minnesota
$2.34M +$3.52K +54 +0.2%
HWM
312
Holloway Wealth Management
Florida
$2.32M – – –
RC
313
RegentAtlantic Capital
New Jersey
$2.27M -$198K -3,027 -8%
SW
314
SVB Wealth
Massachusetts
$2.25M -$271K -4,148 -11%
CA
315
Commerzbank Aktiengesellschaft
Germany
$2.22M +$47.3K +724 +2%
SF
316
Synovus Financial
Georgia
$2.17M +$307K +4,701 +16%
FC
317
Fayerweather Charles
$2.17M -$6.53K -100 -0.3%
RFC
318
Regions Financial Corp
Alabama
$2.16M +$258K +3,956 +14%
TCT
319
TIAA CREF Trust
Missouri
$2.14M -$702K -10,754 -25%
TCM
320
Telos Capital Management
California
$2.13M +$130K +1,990 +7%
AMM
321
American Money Management
California
$2.12M -$108K -1,655 -5%
GA
322
Geneva Advisors
Illinois
$2.12M -$99.4K -1,523 -4%
KFC
323
Klingenstein Fields & Co
New York
$2.1M +$991K +15,178 +89%
BHWM
324
Bar Harbor Wealth Management
New Hampshire
$2.09M -$104K -1,596 -5%
PAG
325
Private Advisor Group
New Jersey
$2.08M +$575K +8,816 +38%
11 12
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