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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 %
RMDI
701
R.M. Davis Inc
Maine
$246K +$36.4K +558 +17%
RG
702
Rathbones Group
United Kingdom
$245K – – –
AHB
703
Abner Herrman & Brock
New Jersey
$243K -$2.33K -35 -0.9%
BCM
704
BTR Capital Management
California
$241K – – –
PP
705
Paloma Partners
Connecticut
$240K +$240K +3,683 New
FFWA
706
FRG Family Wealth Advisors
Washington
$237K +$11K +168 +5%
IWM
707
Integrated Wealth Management
California
$236K +$35.9K +550 +18%
FTUS
708
Flow Traders U.S.
New York
$232K +$81.5K +1,250 +54%
CS
709
Credential Securities
$230K -$97.4K -1,493 -30%
LIM
710
Leavell Investment Management
Alabama
$229K – – –
RCAG
711
Rehmann Capital Advisory Group
Michigan
$227K -$58.9K -904 -21%
KCM
712
Kanawha Capital Management
Virginia
$226K – – –
HCA
713
Heck Capital Advisors
Wisconsin
$225K +$225K +3,452 New
BI
714
Boulegeris Investments
Georgia
$225K -$912K -13,954 -80%
SYBT
715
Stock Yards Bank & Trust
Kentucky
$225K -$69.3K -1,060 -24%
MJRIC
716
Mogy Joel R Investment Counsel
California
$225K -$21.9K -335 -9%
AL
717
Agran Libbie
California
$224K -$3.66K -56 -2%
HIC
718
Holderness Investments Company
North Carolina
$224K +$18.2K +279 +9%
LA
719
LVW Advisors
New York
$223K -$1.68M -25,735 -88%
VST
720
Van Strum & Towne
California
$223K -$19.9K -306 -8%
APP
721
Avantax Planning Partners
Iowa
$223K +$223K +3,410 New
MSS
722
Mitchell Sinkler & Starr
Pennsylvania
$223K +$223K +3,410 New
CI
723
Conning Inc
Connecticut
$223K +$223K +3,415 New
IP
724
Intellectus Partners
California
$221K +$221K +3,392 New
BBA
725
BLB&B Advisors
Pennsylvania
$220K -$47.4K -725 -18%
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