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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 %
1GA
476
1st Global Advisors
Texas
$896K -$49.7K -762 -5%
CCB
477
Cutter & Co Brokerage
Missouri
$885K +$45.6K +698 +5%
SS
478
Simplicity Solutions
Minnesota
$875K +$875K +13,409 New
IA
479
IFP Advisors
Florida
$867K +$385K +5,890 +80%
HSBC Holdings
480
HSBC Holdings
United Kingdom
$863K +$652K +9,987 +308%
WCF
481
West Coast Financial
California
$858K -$223K -3,421 -21%
SAM
482
Shamrock Asset Management
Texas
$850K -$79.6K -1,219 -9%
TAM
483
Tyers Asset Management
Texas
$849K +$849K +13,013 New
HCM
484
Hall Capital Management
Rhode Island
$838K +$838K +12,845 New
VKH
485
Virtu KCG Holdings
New York
$827K +$271K +4,146 +49%
CPA
486
Clear Perspective Advisors
Illinois
$826K +$826K +12,650 New
DA
487
Dillon & Associates
Michigan
$823K -$90.7K -1,386 -10%
CONA
488
Capital One National Association
New York
$822K -$52.8K -809 -6%
FBT
489
First Bank & Trust
South Dakota
$822K +$822K +12,605 New
AB
490
AT Bancorp
Iowa
$818K -$343K -5,251 -30%
PIA
491
Peachtree Investment Advisors
Georgia
$814K -$92.9K -1,423 -10%
NA
492
NewEdge Advisors
Louisiana
$800K -$15.6K -240 -2%
KT
493
Kanaly Trust
Texas
$800K +$674K +10,317 +533%
CT
494
Clearstead Trust
Maine
$799K +$799K +12,097 New
ST
495
Spinnaker Trust
Maine
$795K -$138K -2,111 -15%
CB
496
Chemical Bank
Michigan
$789K +$13.1K +201 +2%
RFCA
497
R&F Capital Advisors
New York
$778K +$778K +11,913 New
SCA
498
Salient Capital Advisors
Texas
$774K -$3.65K -56 -0.5%
RCM
499
Radnor Capital Management
Pennsylvania
$772K +$772K +11,830 New
PCP
500
Proficio Capital Partners
Massachusetts
$770K -$531K -8,138 -41%
18 19
20
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