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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 %
Group One Trading
751
Group One Trading
Illinois
$199K -$12.3K -188 -6%
EFSCE
752
Enterprise Financial Services Corp (EFSC)
Missouri
$198K +$327 +5 +0.2%
ST
753
Smithfield Trust
Pennsylvania
$192K -$275K -4,216 -59%
ARMT
754
Amica Retiree Medical Trust
Rhode Island
$189K – – –
MMH
755
Menora Mivtachim Holdings
Israel
$182K +$182K +2,784 New
DBT
756
Dubuque Bank & Trust
Iowa
$177K +$131K +2,009 +285%
PFSC
757
Peoples Financial Services Corp
Pennsylvania
$175K – – –
BTIS
758
BB&T Investment Services
North Carolina
$174K +$174K +2,682 New
LIA
759
LS Investment Advisors
Michigan
$166K -$36.3K -558 -18%
SAM
760
Security Asset Management
New York
$161K +$161K +2,473 New
FPB
761
First PREMIER Bank
South Dakota
$159K +$17K +262 +12%
CAL
762
Capital Analysts LLC
Pennsylvania
$157K +$5.22K +80 +3%
QCG
763
Quadrant Capital Group
Ohio
$153K -$36.3K -580 -19%
GBT
764
Grove Bank & Trust
Florida
$150K +$108K +1,661 +260%
SEC
765
Seven Eight Capital
New York
$150K +$150K +2,306 New
LNB
766
Ledyard National Bank
$148K – – –
CPIG
767
Chicago Partners Investment Group
Illinois
$146K – – –
IWC
768
Integrated Wealth Counsel
California
$146K – – –
MFW
769
Mosaic Family Wealth
Missouri
$142K +$4.63K +71 +3%
WAS
770
WESPAC Advisors SoCal
California
$131K -$89.2K -1,367 -40%
CFN
771
Cordasco Financial Network
Florida
$124K +$124K +1,897 New
MBT
772
Montecito Bank & Trust
California
$124K +$124K +1,903 New
MMG
773
Monetary Management Group
Missouri
$120K -$25.5K -390 -18%
ZB
774
Zions Bancorporation
Utah
$120K +$20.8K +320 +21%
CFG
775
CKW Financial Group
Hawaii
$117K – – –
29 30
31
32 33