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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 %
SFS
776
Sowell Financial Services
Arkansas
$116K +$116K +1,714 New
CF
777
CenterStar Fund
Illinois
$112K -$54K – –
MRCM
778
M&R Capital Management
New Jersey
$108K – – –
CAM
779
Columbia Asset Management
Michigan
$106K +$106K +1,617 New
KKAMG
780
Kernodle & Katon Asset Management Group
Arkansas
$105K +$64.9K +992 +162%
WC
781
Whitnell & Co
Illinois
$90K -$13.2K -201 -13%
WEC
782
Winslow Evans & Crocker
Massachusetts
$87.6K -$6.73K -103 -7%
PO
783
Private Ocean
California
$87K – – –
EWM
784
Endurance Wealth Management
Rhode Island
$86K – – –
CHC
785
City Holding Co
West Virginia
$85K – – –
PAM
786
Panagora Asset Management
Massachusetts
$85K – – –
TWA
787
TCI Wealth Advisors
Arizona
$84K -$16.6K -254 -17%
FWM
788
Focused Wealth Management
New York
$80K -$10.9K -167 -12%
AOWM
789
Alpha Omega Wealth Management
Virginia
$76K +$76K +1,165 New
AIP
790
Ameritas Investment Partners
Nebraska
$75K – – –
NSIM
791
North Star Investment Management
Illinois
$74K +$72.2K +1,105 +3,946%
Carson Wealth (CWM LLC)
792
Carson Wealth (CWM LLC)
Nebraska
$73K +$9.62K +147 +15%
PMFA
793
Plante Moran Financial Advisors
Michigan
$73K +$34.9K +533 +92%
WA
794
WFG Advisors
Texas
$67K -$42.9K -662 -39%
AIM
795
Arcadia Investment Management
Michigan
$66K +$52.5K +804 +390%
PR
796
Payden & Rygel
California
$64K – – –
TF
797
Tompkins Financial
New York
$64K – – –
FA
798
Friess Associates
Delaware
$63K -$39.9K -610 -39%
QAM
799
QCI Asset Management
New York
$63K -$3.68K -56 -6%
HI
800
Hudock Inc
Pennsylvania
$62K – – –
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