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Novartis
NVS

Overview Fund Activity

908 hedge funds and large institutions have $19.9B invested in Novartis in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 342 increasing their positions, 334 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+5
Holders Change %
+0.55%
% of All Funds
22.64%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.5%
New
76
Increased
342
Reduced
334
Closed
61
Calls
$30.9M
Puts
$68.2M
Net Calls
-$37.3M
Net Calls Change
-$54.7M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$3.76B
2
Parnassus Investments
Parnassus Investments
California
$594M
3
BlackRock
BlackRock
New York
$210M
4
JHIU
Janus Henderson Investors US
Colorado
$131M
5
Millennium Management
Millennium Management
New York
$102M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$14.2M
2
Capital World Investors
Capital World Investors
California
$0
3
ClearBridge Investments
ClearBridge Investments
New York
$58.4M
4
Lazard Asset Management
Lazard Asset Management
New York
$115M
5
MHI
Miller Howard Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
876
Liberty Capital Management
Michigan
$15K – – –
MBT
877
Monroe Bank & Trust
Michigan
$15K – – –
PFO
878
Pathstone Family Office
New Jersey
$14K +$14K +212 New
NCM
879
New Capital Management
Texas
$13K – – –
AC
880
Alexandria Capital
Virginia
$12K – – –
CJA
881
C-J Advisory
California
$12K +$12K +177 New
RPG
882
Risk Paradigm Group
Texas
$11.6K – – –
WP
883
WealthPLAN Partners
Nebraska
$11.1K +$11.1K +167 New
VCM
884
Versant Capital Management
Arizona
$11K – – –
CG
885
Cutler Group
California
$11K +$11K +173 New
BWA
886
Burt Wealth Advisors
Maryland
$9K – – –
DPA
887
Delphi Private Advisors
California
$9K – – –
DAM
888
Delta Asset Management
Tennessee
$9K +$2.5K +37 +39%
CFD
889
Creative Financial Designs
Indiana
$8K -$1.61K -27 -17%
DOA
890
D'Orazio & Associates
Virginia
$8K – – –
CAW
891
Cornerstone Advisors (Washington)
Washington
$7K – – –
CPA
892
Cowen Prime Advisors
New York
$7K +$7K +112 New
HDIM
893
Hanson & Doremus Investment Management
Vermont
$6K – – –
GBBWRPM
894
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K -$2.69K -36 -35%
SJIM
895
St. Johns Investment Management
Florida
$5K – – –
IDBONY
896
Israel Discount Bank of New York
New York
$5K +$1.16K +17 +30%
SWA
897
Sutton Wealth Advisors
Florida
$3.94K – – –
Walleye Trading
898
Walleye Trading
New York
$3.29K +$3.29K +49,354 New
PFGIA
899
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$462 +6 +18%
AUB
900
Atlantic Union Bankshares
Virginia
$2.78K +$199 +2,989 +8%
34 35
36
37 38