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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 %
CCMINC
326
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.08M -$360K -5,511 -15%
CCM
327
Catawba Capital Management
Virginia
$2.05M -$38.5K -589 -2%
BA
328
Bristlecone Advisors
Washington
$2.04M -$143K -2,194 -7%
AMI
329
Amica Mutual Insurance
Rhode Island
$2.02M – – –
RWM
330
Rench Wealth Management
Texas
$1.98M +$102K +1,569 +5%
KBG
331
Kahn Brothers Group
New York
$1.97M -$41.7K -639 -2%
LNWWM
332
Laird Norton Wetherby Wealth Management
California
$1.97M -$346K -5,302 -15%
FHA
333
First Horizon Advisors
Tennessee
$1.97M – – –
AIA
334
Avalon Investment & Advisory
Texas
$1.94M -$918K -14,063 -32%
CPA
335
Court Place Advisors
Maryland
$1.94M -$2.35K -36 -0.1%
KCMRT
336
Kemper Corp Master Retirement Trust
Illinois
$1.93M – – –
FWM
337
Frontier Wealth Management
Missouri
$1.93M +$430K +6,584 +29%
Kayne Anderson Rudnick Investment Management
338
Kayne Anderson Rudnick Investment Management
California
$1.93M -$114K -1,752 -6%
CIA
339
Cascade Investment Advisors
Oregon
$1.92M +$1.92M +29,479 New
PCM
340
Parsons Capital Management
Rhode Island
$1.91M +$991K +15,183 +107%
TCOT
341
Trust Company of Toledo
Ohio
$1.91M -$6.59K -101 -0.3%
BIT
342
BlackRock Institutional Trust
California
$1.89M +$1.89M +28,980 New
CCM
343
Covington Capital Management
California
$1.87M -$21.6K -331 -1%
CS
344
Credit Suisse
Switzerland
$1.85M +$44.6K +683 +2%
IIM
345
Ipswich Investment Management
Massachusetts
$1.85M +$30.9K +474 +2%
AI
346
Atria Investments
North Carolina
$1.84M +$762K +11,671 +71%
LNC
347
Lincoln National Corp
Pennsylvania
$1.84M +$92K +1,409 +5%
Deutsche Bank
348
Deutsche Bank
Germany
$1.81M -$7.08M -108,563 -80%
HK
349
Horizon Kinetics
New York
$1.81M -$320K -4,910 -15%
NPT
350
Nixon Peabody Trust
Massachusetts
$1.8M +$263K +4,029 +17%
12 13
14
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