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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 %
PA
551
Perennial Advisors
New York
$593K +$593K +9,090 New
SIC
552
Shoker Investment Counsel
Ohio
$592K +$5.02K +77 +0.9%
CCM
553
Chickasaw Capital Management
Tennessee
$583K – – –
WB
554
Webster Bank
Connecticut
$581K -$26.3K -402 -4%
NAM
555
NTV Asset Management
West Virginia
$575K -$14.6K -223 -2%
SFSG
556
Stearns Financial Services Group
North Carolina
$573K -$28.6K -439 -5%
IIC
557
Ironwood Investment Counsel
Arizona
$559K -$53.1K -814 -9%
CS
558
Comerica Securities
Michigan
$551K +$221K +3,390 +67%
KLI
559
Kelman-Lazarov Inc
Tennessee
$548K +$43.7K +670 +9%
ICOA
560
Investment Centers of America
North Dakota
$539K +$13.6K +208 +3%
IB
561
Intrust Bank
Kansas
$538K -$220K -3,374 -29%
GWM
562
Geneos Wealth Management
Colorado
$536K +$15.3K +235 +3%
RC
563
Roundview Capital
New Jersey
$531K +$531K +8,141 New
MA
564
Montag & Associates
Georgia
$525K -$10.9K -167 -2%
PL
565
Plancorp LLC
Missouri
$522K +$522K +8,012 New
FAM
566
Formidable Asset Management
Ohio
$518K -$34.3K -526 -6%
LPIC
567
LeJeune Puetz Investment Counsel
Michigan
$517K +$517K +7,924 New
1SB
568
1ST Source Bank
Indiana
$515K -$20.9K -320 -4%
SAM
569
Silvercrest Asset Management
New York
$511K -$91K -1,395 -15%
HH
570
Hilltop Holdings
Texas
$511K +$511K +7,828 New
PVWM
571
Point View Wealth Management
New Jersey
$506K -$50.1K -768 -9%
GH
572
GAM Holding
Switzerland
$502K +$502K +7,684 New
HT
573
HighTower Trust
Texas
$500K – – –
OC
574
Oakworth Capital
Alabama
$497K +$22K +357 +5%
SC
575
Schulhoff & Co
Ohio
$495K -$2.48K -38 -0.5%
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