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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 %
FAT
651
First American Trust
California
$325K +$5.81K +89 +2%
FA
652
FCG Advisors
New Jersey
$321K -$23.9K -366 -7%
Mariner
653
Mariner
Kansas
$320K +$42.8K +655 +15%
WTB
654
Washington Trust Bank
Washington
$318K – – –
GWM
655
GSB Wealth Management
Connecticut
$307K +$307K +4,698 New
PPSG
656
Princeton Portfolio Strategies Group
New Jersey
$306K -$70.9K -1,088 -19%
RFM
657
Royal Fund Management
Florida
$305K +$305K +4,681 New
BCMO
658
Buckingham Capital Management (Ohio)
Ohio
$303K -$32.8K -502 -10%
TYCC
659
Texas Yale Capital Corp
Florida
$302K -$244K -3,739 -45%
AA
660
Ancora Advisors
Ohio
$302K +$102K +1,563 +51%
PA
661
Parallel Advisors
California
$301K +$301K +4,606 New
NCM
662
Noesis Capital Mangement
Florida
$300K -$8.29K -127 -3%
RHAM
663
Round Hill Asset Management
California
$299K +$299K +4,576 New
GC
664
Grace Capital
Massachusetts
$295K -$4.12K -632 -1%
AAM
665
Aureus Asset Management
Massachusetts
$293K +$27K +414 +10%
CIA
666
Capital Investment Advisors
Georgia
$291K -$1.89K -29 -0.6%
NDSI
667
Newman Dignan & Sheerar Inc
Rhode Island
$290K – – –
LA
668
Lau Associates
Delaware
$290K – – –
WPP
669
Whalerock Point Partners
Rhode Island
$290K +$81.4K +1,250 +39%
BIAS
670
Beacon Investment Advisory Services
New Jersey
$290K +$290K +4,436 New
AIA
671
Armor Investment Advisors
North Carolina
$288K +$288K +4,408 New
VF
672
Virtu Financial
New York
$287K +$287K +4,403 New
GT
673
Greenleaf Trust
Michigan
$278K -$32.1K -492 -10%
HPCM
674
High Pointe Capital Management
Illinois
$278K +$278K +4,263 New
YMRC
675
Yorktown Management & Research Company
Virginia
$277K +$277K +4,241 New
25 26
27
28 29