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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
$215M
2
Dodge & Cox
Dodge & Cox
California
$3.33B
3
Franklin Resources
Franklin Resources
California
$1.07B
4
Federated Hermes
Federated Hermes
Pennsylvania
$139M
5
MNA
Manning & Napier Advisors
New York
$405M

Top Sellers

1
CI
Cambiar Investors
Colorado
$0
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$221M
3
Capital World Investors
Capital World Investors
California
$104M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Macquarie Group
Macquarie Group
Australia
$71.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
851
Mascoma Wealth Management
New Hampshire
$22K +$22K +335 New
BL
852
Balentine LLC
Georgia
$21K +$5.39K +84 +35%
AF
853
Allworth Financial
California
$20K – – –
KPCM
854
Kings Point Capital Management
New York
$20K – – –
KIG
855
Kessler Investment Group
Indiana
$20K – – –
AIM
856
Advantage Investment Management
Iowa
$20K – – –
IWA
857
IBEX Wealth Advisors
New Jersey
$19K +$19K +295 New
MPWT
858
MassMutual Private Wealth & Trust
Connecticut
$18.1K +$18.1K +277 New
HIIFS
859
Harel Insurance Investments & Financial Services
Israel
$18K -$18.6K -279 -51%
PCFFS
860
Pacific Center for Financial Services
California
$18K +$18K +279 New
FAN
861
Financial Advisors Network
California
$16.9K +$16.9K +261 New
TA
862
Teachers Advisors
New York
$16K – – –
CBT
863
Central Bank & Trust
Kentucky
$16K – – –
BWP
864
Baldwin Wealth Partners
Massachusetts
$15K -$5.65K -84 -27%
MBT
865
Monroe Bank & Trust
Michigan
$15K +$15K +223 New
LCM
866
Liberty Capital Management
Michigan
$14K – – –
WIM
867
Westside Investment Management
California
$13.2K +$13.2K +202 New
DIA
868
Davidson Investment Advisors
Montana
$13K -$14.8K -229 -53%
NCM
869
New Capital Management
Texas
$13K +$13K +195 New
FFW
870
Fusion Family Wealth
New York
$13K +$13K +210 New
CIS
871
Capital International Sarl
California
$12K -$72.8K -1,116 -86%
AC
872
Alexandria Capital
Virginia
$12K – – –
RPG
873
Risk Paradigm Group
Texas
$11.4K – – –
HPBT
874
High Point Bank & Trust
North Carolina
$10K -$18.1K -279 -64%
SIG
875
Stanford Investment Group
California
$10K -$9.11K -133 -48%
33 34
35
36 37