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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 %
TC
801
Trust Company
Kansas
$61K -$693K -10,573 -92%
JFGIW
802
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61K -$11K -170 -15%
ACS
803
Archford Capital Strategies
Illinois
$61K +$51.7K +813 +557%
BNP Paribas Financial Markets
804
BNP Paribas Financial Markets
France
$60.3K – – –
Schroder Investment Management Group
805
Schroder Investment Management Group
United Kingdom
$60K – – –
WA
806
Winfield Associates
Ohio
$60K +$8.39K +128 +16%
BIG
807
Bellwether Investment Group
Tennessee
$60K +$60K +916 New
EDRH
808
Edmond de Rothschild Holding
Switzerland
$58K +$58K +893 New
CPP
809
Crow Point Partners
Massachusetts
$55K -$14.4K -221 -21%
CCM
810
Cribstone Capital Management
Maine
$52K – – –
AF
811
Arrow Financial
New York
$51K – – –
AAP
812
Arax Advisory Partners
Colorado
$49K +$49K +747 New
H
813
Hexavest
Quebec, Canada
$48K – – –
AA
814
Apriem Advisors
California
$47K +$2.22K +34 +5%
ECM
815
Elgethun Capital Management
South Dakota
$47K +$47K +714 New
BKA
816
Brick & Kyle Associates
Pennsylvania
$45K – – –
KAS
817
Kemnay Advisory Services
New York
$44K – – –
JWA
818
JFS Wealth Advisors
Pennsylvania
$44K – – –
LF
819
Lee Financial
Texas
$44K +$44K +670 New
HCM
820
Highlander Capital Management
New Jersey
$43K – – –
LYV
821
Live Your Vision
Pennsylvania
$43K – – –
IWM
822
IHT Wealth Management
Illinois
$42K +$42K +648 New
BCM
823
Blume Capital Management
California
$41K – – –
FMP
824
Financial Management Professionals
Texas
$40K – – –
BWM
825
Baystate Wealth Management
Massachusetts
$40K +$40K +608 New
31 32
33
34 35