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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
1
1832 Asset Management
Ontario, Canada
$215M
2
Dodge & Cox
2
Dodge & Cox
California
$3.33B
3
Franklin Resources
3
Franklin Resources
California
$1.07B
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$139M
5
MNA
5
Manning & Napier Advisors
New York
$405M

Top Sellers

1
CI
1
Cambiar Investors
Colorado
$0
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$221M
3
Capital World Investors
3
Capital World Investors
California
$104M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Macquarie Group
5
Macquarie Group
Australia
$71.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
26
ClearBridge Investments
New York
$137M -$4.64M -71,101 -3%
Morgan Stanley
27
Morgan Stanley
New York
$132M -$1.97M -30,189 -1%
FWIA
28
Fort Washington Investment Advisors
Ohio
$119M +$13.7M +209,581 +13%
RJA
29
Raymond James & Associates
Florida
$114M +$48.4M +741,160 +73%
Boston Partners
30
Boston Partners
Massachusetts
$113M -$17M -259,980 -13%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$110M +$22.5M +344,175 +26%
Fayez Sarofim & Co
32
Fayez Sarofim & Co
Texas
$109M -$4.45M -68,138 -4%
Capital International Investors
33
Capital International Investors
California
$107M – – –
Capital World Investors
34
Capital World Investors
California
$104M -$36.4M -558,342 -26%
Ameriprise
35
Ameriprise
Minnesota
$102M -$2.64M -40,450 -3%
CAM
36
CGOV Asset Management
Ontario, Canada
$95.1M +$17.1M +195,003 +22%
PPA
37
Parametric Portfolio Associates
Washington
$94.3M +$9.43M +144,535 +11%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$88M -$778K -11,925 -0.9%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$83.3M -$1.46M -22,419 -2%
USSCPF
40
United States Steel & Carnegie Pension Fund
New York
$82.2M – – –
RFS
41
Rockefeller Financial Services
New York
$78.2M -$555K -8,496 -0.7%
SCM
42
Sterling Capital Management
North Carolina
$78M +$297K +4,545 +0.4%
SI
43
Scharf Investments
California
$75.4M -$3.82M -58,539 -5%
SEI Investments
44
SEI Investments
Pennsylvania
$74.9M +$6.79M +104,059 +10%
EAM
45
Edge Asset Management
Washington
$74.6M +$14.3M +219,693 +24%
Goldman Sachs
46
Goldman Sachs
New York
$74.5M +$3.54M +54,310 +5%
Macquarie Group
47
Macquarie Group
Australia
$71.4M -$34.2M -524,273 -32%
Natixis Advisors
48
Natixis Advisors
Massachusetts
$69.2M -$4.31M -66,059 -6%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$61.2M -$12.3M -187,948 -17%
JWBC
50
John W. Bristol & Co
New York
$61.1M -$2.17M -33,269 -3%
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