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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.

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
1
1832 Asset Management
Ontario, Canada
$215M
2
Dodge & Cox
2
Dodge & Cox
California
$3.33B
3
Franklin Resources
3
Franklin Resources
California
$1.07B
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$139M
5
MNA
5
Manning & Napier Advisors
New York
$405M

Top Sellers

1
CI
1
Cambiar Investors
Colorado
$0
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$221M
3
Capital World Investors
3
Capital World Investors
California
$104M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Macquarie Group
5
Macquarie Group
Australia
$71.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
51
Cullen Capital Management
New York
$58.6M +$49.9M +764,917 +574%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$56.5M +$22.6M +346,653 +67%
BIM
53
BlackRock Investment Management
Delaware
$55.7M +$3.55M +54,437 +7%
SC
54
Saturna Capital
Washington
$49.8M -$20M -307,123 -29%
MHI
55
Miller Howard Investments
New York
$46.6M -$7.55M -115,676 -14%
BTS
56
BB&T Securities
Virginia
$46.6M +$241K +3,404 +0.5%
AG
57
Aperio Group
California
$46.4M -$28.2M -431,774 -38%
USAA
58
United Services Automobile Association
Texas
$44.3M -$472K -7,234 -1%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$42.2M +$813K +12,454 +2%
Wellington Management Group
60
Wellington Management Group
Massachusetts
$41.8M +$25.1M +384,261 +150%
TIM
61
Thornburg Investment Management
New Mexico
$40.6M +$7.2M +110,266 +22%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$40.3M +$4.1M +62,808 +11%
Marshall Wace
63
Marshall Wace
United Kingdom
$36M +$3.31M +50,724 +10%
BC
64
Bartlett & Co
Ohio
$33.8M +$1.03M +15,788 +3%
JPMPWA
65
J.P. Morgan Private Wealth Advisors
California
$33.4M -$10.5M -160,812 -24%
DLA
66
Douglas Lane & Associates
New York
$31.5M -$2.75M -42,098 -8%
TH
67
TCTC Holdings
Texas
$31.1M +$31.1M +475,896 New
NPA
68
Nichols & Pratt Advisers
Massachusetts
$30.6M -$829K -12,700 -3%
DWA
69
Douglass Winthrop Advisors
New York
$30.5M +$1.03M +15,808 +3%
CTB
70
Country Trust Bank
Illinois
$30.2M -$341K -5,224 -1%
BG
71
Bahl & Gaynor
Ohio
$30.2M -$3.45M -52,827 -10%
DADC
72
D.A. Davidson & Co
Montana
$29.7M +$1.8M +27,516 +6%
Brown Advisory
73
Brown Advisory
Maryland
$29.6M -$5.09M -77,970 -15%
TAM
74
Tocqueville Asset Management
New York
$29.4M -$554K -8,493 -2%
Neuberger Berman Group
75
Neuberger Berman Group
New York
$28M -$2.6M -39,884 -9%
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