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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 %
PWMAG
726
Pinnacle Wealth Management Advisory Group
New Jersey
$220K -$34.3K -524 -13%
BCM
727
Brookstone Capital Management
Illinois
$220K -$12.1K -185 -5%
CGL
728
Clarius Group LLC
Washington
$220K +$13.7K +210 +7%
CIM
729
CIM Investment Management
Pennsylvania
$219K – – –
FA
730
Fortis Advisors
Pennsylvania
$219K +$219K +3,348 New
IIA
731
IPG Investment Advisors
California
$219K +$219K +3,348 New
FMW
732
Farr Miller & Washington
District of Columbia
$215K – – –
PTC
733
Private Trust Company
Ohio
$214K -$12K -184 -5%
MMPW
734
Mitchell McLeod Pugh & Williams
Alabama
$214K – – –
JCM
735
Jacobi Capital Management
Pennsylvania
$213K +$5.74K +88 +3%
WB
736
WesBanco Bank
West Virginia
$210K -$6.31K -97 -3%
FC
737
Forte Capital
New York
$209K -$12.7K -195 -6%
SMC
738
Smith, Moore & Co
Missouri
$208K +$18.2K +279 +10%
Nuveen Asset Management
739
Nuveen Asset Management
Illinois
$208K +$208K +3,212 New
BWM
740
BerganKDV Wealth Management
Minnesota
$207K +$207K +3,169 New
SSW
741
Smith Shellnut Wilson
Mississippi
$207K +$207K +3,174 New
CFG
742
Citizens Financial Group
Rhode Island
$206K +$783 +12 +0.4%
PCA
743
Peddock Capital Advisors
Massachusetts
$206K +$32.8K +502 +19%
TCM
744
Teza Capital Management
Illinois
$205K +$205K +3,144 New
JSL
745
JT Stratford LLC
Georgia
$204K +$204K +3,125 New
SCM
746
Schnieders Capital Management
California
$203K – – –
FFA
747
First Foundation Advisors
California
$202K -$86.1K -1,319 -30%
WP
748
WealthSource Partners
California
$202K -$7.19K -110 -3%
PAM
749
Premier Asset Management
Illinois
$202K +$202K +3,097 New
WAM
750
Wealthspire Advisors (Maryland)
Maryland
$200K +$2.55K +39 +1%
28 29
30
31 32