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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 %
EIP
601
Epoch Investment Partners
New York
$427K -$967K -14,802 -69%
FLPIM
602
F.L. Putnam Investment Management
Massachusetts
$424K -$74.8K -1,146 -15%
CPA
603
Capital Planning Advisors
California
$419K – – –
BC
604
Banced Corp
Illinois
$414K +$54K +828 +15%
AWM
605
AE Wealth Management
Kansas
$414K +$414K +6,338 New
HCM
606
Hutchinson Capital Management
California
$413K – – –
FNB
607
Farmers National Bank
Kentucky
$410K -$24.6K -378 -6%
AMIM
608
Aull & Monroe Investment Management
Alabama
$410K – – –
TA
609
Tiedemann Advisors
New York
$410K +$192K +2,935 +88%
MCA
610
Mercer Capital Advisers
New Jersey
$407K -$36.4K -558 -8%
WA1
611
Wimmer Associates 1
California
$405K +$36.4K +558 +10%
BP
612
Ballentine Partners
Massachusetts
$403K +$41.5K +636 +11%
AP
613
Advisor Partners
California
$397K +$80.3K +1,231 +25%
IT
614
Independence Trust
Tennessee
$395K +$395K +6,048 New
ERIM
615
Eagle Ridge Investment Management
Connecticut
$394K +$394K +6,038 New
RWA
616
Ropes Wealth Advisors
Massachusetts
$388K +$61.1K +936 +19%
MC
617
Miles Capital
Iowa
$385K +$72.1K +1,105 +23%
JC
618
Jacobs & Co
California
$380K -$33.1K -508 -8%
WHG
619
Westwood Holdings Group
Texas
$373K +$21.9K +335 +6%
OAM
620
Occidental Asset Management
California
$372K -$7.83K -120 -2%
JHIU
621
Janus Henderson Investors US
Colorado
$371K – – –
CLOS
622
Compagnie Lombard Odier SCmA
Switzerland
$371K +$10.9K +168 +3%
Luther King Capital Management (LKCM)
623
Luther King Capital Management (LKCM)
Texas
$371K +$13.1K +201 +4%
PFP
624
Pinnacle Financial Partners
Tennessee
$370K +$131 +2 +0%
BFC
625
Blue Fin Capital
Rhode Island
$365K +$34.6K +530 +10%
23 24
25
26 27