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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 %
BOH
351
Bank of Hawaii
Hawaii
$1.8M +$1.24M +19,038 +223%
CAM
352
Cypress Asset Management
Texas
$1.79M -$20K -307 -1%
HWA
353
Heritage Way Advisors
Illinois
$1.78M +$1.78M +27,208 New
SCA
354
Stonebridge Capital Advisors
Minnesota
$1.75M -$15.9K -244 -0.9%
OAM
355
Oxford Asset Management
United Kingdom
$1.74M +$1.2M +18,379 +224%
FC
356
FCA Corp
Texas
$1.73M +$6.2K +95 +0.4%
DIA
357
Denver Investment Advisors
Colorado
$1.73M +$282K +4,324 +19%
NCMW
358
Northern Capital Management (Wisconsin)
Wisconsin
$1.71M -$80.2K -1,228 -4%
CBN
359
Cadence Bank NA
Texas
$1.71M -$878K -13,453 -34%
CCA
360
Catalyst Capital Advisors
New York
$1.7M +$94.7K +1,451 +6%
TG
361
TCW Group
California
$1.7M +$8.94K +137 +0.5%
SA
362
Sicart Associates
New York
$1.68M +$1.68M +25,668 New
AMG
363
Advisors Management Group
Wisconsin
$1.66M -$4.83K -74 -0.3%
BFEC
364
Benjamin F. Edwards & Company
Missouri
$1.66M +$896K +13,720 +117%
CC
365
Cannell & Co
New York
$1.66M -$32.8K -503 -2%
WKWM
366
Walter & Keenan Wealth Management
Indiana
$1.65M +$18.2K +279 +1%
FB
367
Fulton Bank
Pennsylvania
$1.65M +$1.65M +25,250 New
PG
368
Patten Group
Tennessee
$1.64M -$164K -2,533 -9%
III
369
Independent Investors Inc
New York
$1.62M – – –
RIL
370
Rothschild Investment LLC
Illinois
$1.62M -$13.1K -200 -0.8%
FANJ
371
Financial Architects (New Jersey)
New Jersey
$1.61M -$84.2K -1,290 -5%
LBC
372
Lawrence B. Cohen
$1.6M +$884K +13,537 +123%
SOMRS
373
State of Michigan Retirement System
Michigan
$1.6M – – –
JIC
374
Johnson Investment Counsel
Ohio
$1.59M +$15.4K +236 +1%
PCTC
375
Perkins Coie Trust Company
Washington
$1.58M -$104K -1,591 -6%
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