NVS icon

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 %
T. Rowe Price Associates
376
T. Rowe Price Associates
Maryland
$1.57M -$21.3K -326 -1%
TCM
377
Texan Capital Management
Texas
$1.56M -$383K -5,870 -20%
HCM
378
Harvey Capital Management
Florida
$1.55M – – –
Cerity Partners
379
Cerity Partners
New York
$1.54M +$1.54M +23,656 New
FC
380
FIC Capital
New York
$1.54M -$47.3K -725 -3%
HFS
381
HL Financial Services
Kentucky
$1.53M +$46K +704 +3%
BSWMG
382
Barrington Strategic Wealth Management Group
Illinois
$1.53M -$59K -904 -4%
VFA
383
Voya Financial Advisors
Connecticut
$1.53M +$303K +4,669 +25%
JWBC
384
J.W. Burns & Co
New York
$1.52M -$89.2K -1,367 -6%
WS
385
Wedbush Securities
California
$1.52M -$13.1K -201 -0.9%
CA
386
Clearstead Advisors
Ohio
$1.51M +$1.51M +23,137 New
LBC
387
Lowe Brockenbrough & Co
Virginia
$1.48M +$96.5K +1,478 +7%
FAAS
388
First Allied Advisory Services
California
$1.48M +$302K +4,635 +26%
ACP
389
Ashfield Capital Partners
California
$1.47M -$890K -13,627 -38%
PAI
390
Pittenger & Anderson Inc
Nebraska
$1.46M -$146K -2,232 -9%
ONB
391
Old National Bancorp
Indiana
$1.44M -$112K -1,712 -7%
MSFP
392
Mark Sheptoff Financial Planning
Connecticut
$1.44M +$89K +1,364 +7%
GLA
393
Great Lakes Advisors
Illinois
$1.43M -$14K -215 -1%
SFG
394
SevenBridge Financial Group
Pennsylvania
$1.39M – – –
TCOO
395
Trust Company of Oklahoma
Oklahoma
$1.39M -$101K -1,540 -7%
CA
396
Cambridge Advisors
Nebraska
$1.36M -$82.6K -1,266 -6%
CT
397
Coastline Trust
Rhode Island
$1.36M +$12.4K +190 +0.9%
TSW
398
Thompson Siegel & Walmsley
Virginia
$1.36M -$218K -3,343 -14%
OSNBOA
399
Old Second National Bank of Aurora
Illinois
$1.36M -$86.5K -1,325 -6%
TAM
400
Taurus Asset Management
New York
$1.35M -$131K -2,009 -9%
14 15
16
17 18