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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 %
WA
426
Wheatland Advisors
Pennsylvania
$1.15M -$7.31K -112 -0.6%
IPC
427
Independent Portfolio Consultants
Florida
$1.15M +$54.5K +835 +5%
CIM
428
Calvert Investment Management
Maryland
$1.14M -$319K -4,886 -22%
BFA
429
Benedict Financial Advisors
Georgia
$1.14M -$62.3K -954 -5%
NBG
430
Nancy B. Gardiner
$1.14M +$32.5K +498 +3%
WIS
431
Wright Investors Service
Connecticut
$1.13M -$599K -9,179 -35%
AI
432
Ariel Investments
Illinois
$1.12M +$108K +1,661 +11%
AIA
433
AIMZ Investment Advisors
California
$1.11M – – –
HBT
434
Hills Bank & Trust
Iowa
$1.11M -$102K -1,567 -8%
Toronto Dominion Bank
435
Toronto Dominion Bank
Ontario, Canada
$1.11M -$203K -3,102 -15%
SB
436
Simmons Bank
Arkansas
$1.1M -$50K -765 -4%
RHBC
437
R.H. Bluestein & Co
Michigan
$1.1M -$1.11K -17 -0.1%
WI
438
WrapManager Inc
California
$1.09M +$634K +9,709 +138%
MWM
439
Mission Wealth Management
California
$1.08M +$4.05K +62 +0.4%
FCM
440
Flinton Capital Management
Pennsylvania
$1.08M +$1.08M +16,561 New
HL
441
HeadInvest LLC
Maine
$1.08M +$374K +5,725 +53%
SDIC
442
South Dakota Investment Council
South Dakota
$1.08M +$521K +7,990 +94%
ADMI
443
Albert D. Mason Inc
Massachusetts
$1.07M -$1.55M -23,792 -59%
NED
444
Nancy E. Dempze
$1.06M -$58.6K -898 -5%
WOC
445
West Oak Capital
California
$1.06M -$23.7K -363 -2%
NPC
446
National Planning Corporation
California
$1.04M -$7.01K -107 -0.7%
PWS
447
Peloton Wealth Strategists
Indiana
$1.04M +$69.2K +1,060 +7%
LC
448
LCNB Corp
Ohio
$1.04M +$1.04M +15,883 New
LCM
449
Logan Capital Management
Pennsylvania
$1.03M +$136K +2,077 +15%
AP
450
Appleton Partners
Massachusetts
$1.02M -$17.3K -265 -2%
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