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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 %
ECM
401
EagleClaw Capital Management
Massachusetts
$1.34M – – –
PP
402
PagnatoKarp Partners
Virginia
$1.34M +$1.34M +20,576 New
BFG
403
Beacon Financial Group
Texas
$1.32M +$138K +2,109 +12%
AT
404
Arden Trust
Delaware
$1.32M -$200K -3,064 -13%
NA
405
Neuburgh Advisers
California
$1.31M +$1.31M +20,110 New
Acadian Asset Management
406
Acadian Asset Management
Massachusetts
$1.27M +$60.6K +928 +5%
DRD
407
Dennis R. Delaney
$1.26M +$2.22K +34 +0.2%
LWAC
408
Laurel Wealth Advisors (California)
California
$1.25M +$290K +4,440 +30%
PGFC
409
Peapack-Gladstone Financial Corp
New Jersey
$1.25M -$153K -2,348 -11%
MCM
410
McKinley Capital Management
Alaska
$1.25M -$138K -2,121 -10%
CI
411
Clal Insurance
Israel
$1.24M – – –
LPL Financial
412
LPL Financial
California
$1.24M +$567K +8,685 +84%
NSB
413
Norway Savings Bank
Maine
$1.24M +$1.24M +18,989 New
PFS
414
Physicians Financial Services
North Carolina
$1.23M -$95.4K -1,284 -7%
WA
415
WealthTrust Axiom
Pennsylvania
$1.23M -$87.4K -1,340 -7%
APFBOT
416
Amica Pension Fund Board of Trustees
Rhode Island
$1.21M – – –
UR
417
USCA RIA
Texas
$1.21M +$287K +4,397 +31%
MFS
418
MSI Financial Services
Massachusetts
$1.2M -$81.8K -1,253 -6%
QCM
419
Quadrant Capital Management
New Jersey
$1.2M -$853K -13,076 -42%
LJHT
420
Laurie J. Hall Trustee
$1.19M +$1.19M +18,094 New
AT
421
Argent Trust
Texas
$1.18M +$229K +3,509 +24%
SRC
422
Shufro Rose & Co
New York
$1.18M – – –
NGA
423
Naples Global Advisors
Florida
$1.18M +$45.5K +697 +4%
FIB
424
First Interstate Bank
Montana
$1.16M -$65.9K -1,009 -5%
Geode Capital Management
425
Geode Capital Management
Massachusetts
$1.15M -$689K -10,555 -37%
15 16
17
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