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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 %
Nisa Investment Advisors
826
Nisa Investment Advisors
Missouri
$36K – – –
PCM
827
Polaris Capital Management
Massachusetts
$36K – – –
KF
828
Krilogy Financial
Missouri
$34K -$2.22K -34 -6%
JIC
829
Joel Isaacson & Co
New York
$34K – – –
MIFH
830
Migdal Insurance & Financial Holdings
Israel
$34K +$34K +513 New
HR
831
Howe & Rusling
New York
$33K -$92.2K -1,431 -74%
RFWA
832
RPg Family Wealth Advisory
Massachusetts
$30K -$3.07K -47 -9%
CFS
833
Commonwealth Financial Services
West Virginia
$30K -$3.72K -58 -11%
MFBTD
834
MB Financial Bank - Trust Department
Illinois
$30K – – –
GEA
835
Glen Eagle Advisors
New Jersey
$29.1K +$29.1K +446 New
IP
836
Isthmus Partners
Wisconsin
$29K – – –
BA
837
BCM Advisors
Louisiana
$29K +$29K +446 New
ST
838
Sageworth Trust
Pennsylvania
$29K +$29K +446 New
KTC
839
Kistler-Tiffany Companies
Pennsylvania
$28K – – –
TRCT
840
Tower Research Capital (TRC)
New York
$27K +$397 +6 +1%
GWS
841
Glassman Wealth Services
Virginia
$27K +$1.68K +26 +7%
ANBT
842
American National Bank & Trust
Texas
$26K -$36.1K -558 -58%
TFO
843
Tarbox Family Office
California
$25K – – –
GI
844
Gradient Investments
Minnesota
$24K -$2.12K -32 -8%
TDC
845
Thompson Davis & Co
Virginia
$24K – – –
GRP
846
Global Retirement Partners
California
$24K +$24K +371 New
VIA
847
Vantage Investment Advisors
Pennsylvania
$23K -$14.4K -224 -38%
LWM
848
LBA Wealth Management
Florida
$23K -$7.45K -112 -24%
NC
849
NewSquare Capital
Pennsylvania
$22K -$23K -352 -51%
BAM
850
Barrett Asset Management
New York
$22K -$22K -335 -50%
32 33
34
35 36