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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 %
BT
626
Beacon Trust
New Jersey
$364K +$4.17K +64 +1%
CC
627
Colrain Capital
Massachusetts
$364K +$364K +5,580 New
PWM
628
Perigon Wealth Management
California
$363K +$248K +3,636 +214%
PFBT
629
Parkside Financial Bank & Trust
Missouri
$362K +$280K +4,291 +341%
CA
630
Cetera Advisors
Colorado
$358K +$4.34K +66 +1%
HW
631
Hedeker Wealth
Illinois
$358K +$4.69K +72 +1%
PFM
632
Parsec Financial Management
North Carolina
$358K +$17K +261 +5%
HIMCH
633
Hartford Investment Management Co (HIMCO)
Connecticut
$356K +$356K +5,456 New
SPIA
634
Steward Partners Investment Advisory
New York
$355K +$355K +5,453 New
FBT
635
First Bankers Trust
Kentucky
$353K -$36.4K -558 -9%
PIM
636
Penobscot Investment Management
Massachusetts
$351K -$11.6K -178 -3%
CCA
637
Cobblestone Capital Advisors
New York
$350K +$47.4K +726 +16%
MS
638
Maven Securities
Jersey
$346K +$346K +5,302 New
CC
639
Courier Capital
New York
$342K -$40.7K -624 -11%
SS
640
Sunbelt Securities
Texas
$341K +$5.74K +88 +2%
HAG
641
HighPoint Advisor Group
Illinois
$341K +$19.9K +294 +6%
Capital Fund Management (CFM)
642
Capital Fund Management (CFM)
France
$340K +$340K +5,204 New
OCG
643
Opus Capital Group
Ohio
$339K -$2.87K -44 -0.8%
GIP
644
Greatmark Investment Partners
Georgia
$335K +$335K +5,134 New
EMB
645
Elefante Mark B
$333K +$55.9K +858 +20%
CFA
646
Carroll Financial Associates
North Carolina
$329K -$11K -168 -3%
CIS
647
Connors Investor Services
Pennsylvania
$328K – – –
SCM
648
SOL Capital Management
Maryland
$327K – – –
Janus Henderson Group
649
Janus Henderson Group
United Kingdom
$325K – – –
CBTWT
650
Community Bank & Trust (Waco, Texas)
Texas
$325K – – –
24 25
26
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