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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 %
FPFS
526
First Personal Financial Services
North Carolina
$677K -$61.6K -943 -8%
MWM
527
Marietta Wealth Management
Georgia
$676K +$676K +10,355 New
JMH
528
J.M. Hartwell
New York
$674K – – –
NHC
529
Nicholas Hoffman & Company
Georgia
$674K +$1.57K +24 +0.2%
ACM
530
Argyle Capital Management
Pennsylvania
$662K – – –
AIM
531
Anchor Investment Management
South Carolina
$660K -$29.1K -446 -4%
PCMM
532
Private Capital Management (Minnesota)
Minnesota
$656K -$204K -3,125 -24%
AAM
533
Aberdeen Asset Management
United Kingdom
$656K +$21.9K +335 +3%
MAA
534
Mraz Amerine & Associates
California
$650K -$131 -2 -0%
PHIMC
535
Private Harbour Investment Management & Counsel
Ohio
$646K -$1.59M -24,364 -71%
IFB
536
iAB Financial Bank
Indiana
$638K -$25.5K -390 -4%
NFA
537
Nuveen Fund Advisors
Illinois
$630K +$40.5K +620 +7%
GHAM
538
Gilman Hill Asset Management
Connecticut
$623K +$29.9K +458 +5%
PAM
539
Princeton Alpha Management
New Jersey
$620K +$620K +9,504 New
GHCM
540
Glen Harbor Capital Management
California
$618K +$618K +9,464 New
V
541
Veritable
Delaware
$616K -$152K -2,325 -20%
FWCM
542
Ferguson Wellman Capital Management
Oregon
$613K +$72.3K +1,107 +13%
Barclays
543
Barclays
United Kingdom
$607K -$4.69M -71,918 -89%
CCM
544
Canal Capital Management
Virginia
$603K +$234K +3,586 +63%
VCM
545
Violich Capital Management
California
$601K – – –
DWT
546
Dorsey & Whitney Trust
South Dakota
$595K -$4.89K -75 -0.8%
CSM
547
CAMG Solamere Management
North Carolina
$595K +$595K +9,131 New
AAM
548
AR Asset Management
California
$594K -$667K -10,212 -53%
EGA
549
E&G Advisors
Texas
$594K – – –
DSC
550
Duncker Streett & Co
Missouri
$594K +$14.6K +223 +3%
20 21
22
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