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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 %
FFBTD
676
First Financial Bank - Trust Division
Ohio
$274K -$71.9K -1,104 -21%
IWA
677
Intercontinental Wealth Advisors
Texas
$274K -$16.8K -257 -6%
TNBTD
678
Trustmark National Bank Trust Department
Mississippi
$274K +$274K +4,195 New
JDR
679
Jay D. Rosenbaum
$273K +$51K +781 +23%
MG
680
Markel Group
Virginia
$270K – – –
NL
681
NWAM LLC
Washington
$270K +$9.47K +145 +4%
CA
682
Cullinan Associates
Kentucky
$265K +$2.55K +39 +1%
OIA
683
Optimum Investment Advisors
Illinois
$263K -$5.35K -82 -2%
S
684
SignatureFD
Georgia
$262K -$122K -1,869 -32%
SNT
685
Security National Trust
West Virginia
$262K -$27.4K -420 -9%
WSCM
686
Wellington Shields Capital Management
New York
$262K -$21.9K -335 -8%
DDPIC
687
Deroy & Devereaux Private Investment Counsel
Michigan
$262K – – –
DAM
688
Doheny Asset Management
California
$262K +$262K +4,018 New
FLAM
689
First Light Asset Management
Minnesota
$260K -$182K -2,788 -41%
CRB
690
Chad R. Baker
$259K -$4.76M -73,098 -95%
NEAM
691
New England Asset Management
Connecticut
$259K +$94.9K +1,451 +58%
SI
692
SII Investments
Wisconsin
$258K -$16.2K -250 -6%
GT
693
Glenview Trust
Kentucky
$257K +$257K +3,942 New
PCM
694
Palisade Capital Management
New Jersey
$256K -$23.7K -363 -8%
CNBT
695
Canandaigua National Bank & Trust
New York
$256K – – –
WMSA
696
Weiss Multi-Strategy Advisers
New York
$255K – – –
AZA
697
Arthur Zaske & Associates
Michigan
$251K – – –
CBU
698
CIBC Bank USA
Illinois
$249K – – –
SBL
699
Sargent Bickham Lagudis
Colorado
$248K -$23.3K -358 -9%
AWA
700
ARS Wealth Advisors
Florida
$247K +$11.6K +178 +5%
26 27
28
29 30