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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 %
AL
451
Aspiriant LLC
California
$1.01M +$44.4K +680 +5%
RG
452
Rikoon Group
New Mexico
$1M +$120K +1,777 +14%
PAM
453
Palisade Asset Management
Minnesota
$999K – – –
FFC
454
First Financial Corp
Indiana
$994K +$54.5K +835 +6%
SCM
455
Shelton Capital Management
Colorado
$992K – – –
CPIM
456
Columbia Partners Investment Management
Virginia
$987K -$21.5K -330 -2%
RFA
457
Reilly Financial Advisors
California
$982K +$91.8K +1,407 +10%
OC
458
Oarsman Capital
Wisconsin
$977K -$176K -2,701 -15%
RGC
459
Roberts, Glore & Co
Illinois
$972K +$25.5K +390 +3%
CCA
460
Checchi Capital Advisers
California
$964K -$125K -1,921 -12%
SG
461
StoneX Group
New York
$963K +$963K +14,747 New
ST
462
Somerset Trust
Pennsylvania
$953K -$45.5K -698 -5%
CTC
463
Central Trust Company
Missouri
$950K +$13.7K +210 +1%
FMC
464
First Merchants Corp
Indiana
$947K -$50.7K -777 -5%
TH
465
Timber Hill
Connecticut
$947K +$10.8K +165 +1%
BMO
466
Beck Mack & Oliver
New York
$942K -$255K -3,906 -21%
First Eagle Investment Management
467
First Eagle Investment Management
New York
$936K – – –
Bessemer Group
468
Bessemer Group
New Jersey
$936K +$91.2K +1,398 +11%
CG
469
Caprock Group
Idaho
$923K -$880K -13,473 -49%
MCM
470
Murphy Capital Management
New Jersey
$923K +$36.4K +558 +4%
WCBA
471
Weaver C. Barksdale & Associates
Tennessee
$922K +$318K +4,868 +53%
CIC
472
Carnegie Investment Counsel
Ohio
$914K +$7.4K +112 +0.8%
SRP
473
Saddle Road Partners
Nebraska
$910K – – –
SCM
474
Salem Capital Management
Massachusetts
$905K -$189K -2,890 -17%
JFA
475
JNBA Financial Advisors
Minnesota
$905K +$520K +7,970 +135%
17 18
19
20 21