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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 %
VCM
876
Versant Capital Management
Arizona
$10K – – –
CFD
877
Creative Financial Designs
Indiana
$10K +$10K +161 New
ECM
878
Exchange Capital Management
Michigan
$9K – – –
BWA
879
Burt Wealth Advisors
Maryland
$9K – – –
AWM
880
AllSquare Wealth Management
New York
$9K – – –
DOA
881
D'Orazio & Associates
Virginia
$8K – – –
DPA
882
Delphi Private Advisors
California
$8K – – –
CAW
883
Cornerstone Advisors (Washington)
Washington
$7K -$24.4K -373 -78%
GBBWRPM
884
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K – – –
HFM
885
Hartford Financial Management
Connecticut
$7K – – –
CHP
886
Cable Hill Partners
Oregon
$7K +$5.94K +95 +559%
FCB
887
First Command Bank
Texas
$7K +$7K +100 New
FCFS
888
First Command Financial Services
Texas
$7K +$7K +100 New
ACM
889
AUA Capital Management
Pennsylvania
$7K +$7K +109 New
DAM
890
Delta Asset Management
Tennessee
$6K -$188 -3 -3%
HDIM
891
Hanson & Doremus Investment Management
Vermont
$5.83K – – –
SJIM
892
St. Johns Investment Management
Florida
$5K +$5K +73 New
TCM
893
Tradewinds Capital Management
Washington
$4K -$45.2K -666 -92%
IDBONY
894
Israel Discount Bank of New York
New York
$4K +$4K +56 New
SWA
895
Sutton Wealth Advisors
Florida
$3.86K – – –
LWA
896
Lowe Wealth Advisors
Maryland
$2K – – –
AIS
897
Accurate Investment Solutions
Pennsylvania
$2K – – –
PFGIA
898
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +33 New
YWP
899
YorkBridge Wealth Partners
New York
$2K +$2K +35 New
FAM
900
Fred Alger Management
New York
$2K +$2K +38 New
34 35
36
37 38