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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 %
Two Sigma Advisers
576
Two Sigma Advisers
New York
$495K +$495K +7,589 New
GA
577
GFS Advisors
Texas
$493K – – –
CFA
578
CT Financial Advisors
Pennsylvania
$491K -$90.9K -1,392 -16%
PAMG
579
Patton Albertson Miller Group
Tennessee
$489K -$31.4K -482 -6%
CWM
580
Concert Wealth Management
California
$485K -$166K -2,546 -25%
CAG
581
Crestwood Advisors Group
Massachusetts
$479K – – –
ATC
582
Argent Trust Co
Tennessee
$476K -$184K -2,830 -28%
FCCM
583
First City Capital Management
Georgia
$476K -$1.83K -28 -0.4%
WSTAM
584
Wilbanks Smith & Thomas Asset Management
Virginia
$474K +$72.9K +1,116 +18%
STMM
585
South Texas Money Management
Texas
$470K +$109K +1,666 +30%
DC
586
Davenport & Co
Virginia
$469K +$93.3K +1,431 +25%
IAA
587
Ironsides Asset Advisors
North Carolina
$465K +$104K +1,588 +29%
SIC
588
Salem Investment Counselors
North Carolina
$462K +$7.44K +114 +2%
Squarepoint
589
Squarepoint
New York
$462K +$462K +7,084 New
CSS
590
Cubist Systematic Strategies
Connecticut
$461K -$256K -3,926 -36%
BAS
591
Brown Advisory Securities
Maryland
$457K -$783 -12 -0.2%
SGAM
592
Steinberg Global Asset Management
Florida
$446K -$157K -2,412 -26%
SPC
593
Sigma Planning Corp
Michigan
$446K -$22.9K -350 -5%
TC
594
Telemus Capital
Michigan
$443K -$338K -5,180 -43%
MPI
595
Mairs & Power Inc
Minnesota
$441K -$21.9K -336 -5%
CK
596
Cohen Klingenstein
New York
$437K – – –
SFSIG
597
San Francisco Sentry Investment Group
California
$437K – – –
WJA
598
Williams Jones & Associates
New York
$432K -$122K -1,875 -22%
DJSG
599
D.J. St. Germain
Massachusetts
$432K +$41.3K +633 +11%
GI
600
GAMCO Investors
Connecticut
$428K -$28.8K -441 -6%
22 23
24
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