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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 %
MML Investors Services
326
MML Investors Services
Massachusetts
$2.15M +$2.15M +32,245 New
KFC
327
Klingenstein Fields & Co
New York
$2.13M -$10.6K -160 -0.5%
CCM
328
Catawba Capital Management
Virginia
$2.13M +$40.1K +603 +2%
RC
329
RegentAtlantic Capital
New Jersey
$2.11M -$204K -3,058 -9%
Kayne Anderson Rudnick Investment Management
330
Kayne Anderson Rudnick Investment Management
California
$2.08M +$116K +1,737 +6%
KBG
331
Kahn Brothers Group
New York
$2.07M +$62.4K +938 +3%
AMI
332
Amica Mutual Insurance
Rhode Island
$2.06M – – –
RWM
333
Rench Wealth Management
Texas
$2.05M +$29.7K +446 +1%
UBS AM
334
UBS AM
Illinois
$2.02M -$657K -9,873 -25%
TSW
335
Thompson Siegel & Walmsley
Virginia
$2.01M +$629K +9,458 +45%
PCM
336
Parsons Capital Management
Rhode Island
$2.01M +$54.6K +820 +3%
EHC
337
Everett Harris & Co
California
$2M -$2.3M -34,533 -53%
SW
338
SVB Wealth
Massachusetts
$1.99M -$305K -4,590 -13%
PL
339
Parkwood LLC
Ohio
$1.98M -$645K -9,683 -25%
VFA
340
Voya Financial Advisors
Connecticut
$1.97M +$396K +5,903 +25%
PAG
341
Private Advisor Group
New Jersey
$1.96M -$150K -2,265 -7%
LNWWM
342
Laird Norton Wetherby Wealth Management
California
$1.94M -$66.2K -995 -3%
FWM
343
Frontier Wealth Management
Missouri
$1.93M -$35.7K -536 -2%
CPA
344
Court Place Advisors
Maryland
$1.93M -$48.2K -725 -2%
TCOT
345
Trust Company of Toledo
Ohio
$1.92M -$29.1K -437 -1%
LBC
346
Lawrence B. Cohen
$1.92M +$281K +4,218 +17%
AIA
347
Avalon Investment & Advisory
Texas
$1.91M -$73.5K -1,105 -4%
CIA
348
Cascade Investment Advisors
Oregon
$1.91M -$56.4K -848 -3%
HWA
349
Heritage Way Advisors
Illinois
$1.9M +$89.1K +1,339 +5%
RFC
350
Regions Financial Corp
Alabama
$1.87M -$333K -5,002 -15%
12 13
14
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