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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 %
AWM
901
Arbor Wealth Management
Florida
$1.46K +$65 +963 +5%
WA
902
WealthTrust-Arizona
Arizona
$1K -$32.8K -558 -97%
MWM
903
MinichMacGregor Wealth Management
New York
$1K – – –
GVT
904
Genesee Valley Trust
New York
$249 -$109 -1,672 -30%
PK
905
Pflug Koory
Nebraska
$32 +$32 +483 New
CI
906
Cambiar Investors
Colorado
– -$176M -2,487,865 Closed
Balyasny Asset Management
907
Balyasny Asset Management
Illinois
– -$36.3M -512,543 Closed
Millennium Management
908
Millennium Management
New York
– -$22.6M -319,309 Closed
AC
909
Ascend Capital
California
– -$19.1M -270,133 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
910
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$10.9M -154,008 Closed
PVI
911
Pura Vida Investments
New York
– -$7.27M -102,812 Closed
KB
912
Kimelman & Baird
New York
– -$6.97M -98,500 Closed
JPMIA
913
J.P. Marvel Investment Advisors
Massachusetts
– -$6.53M -92,352 Closed
QIM
914
Quest Investment Management
Oregon
– -$5.64M -79,710 Closed
Arrowstreet Capital
915
Arrowstreet Capital
Massachusetts
– -$5.61M -79,348 Closed
Two Sigma Investments
916
Two Sigma Investments
New York
– -$4.5M -63,570 Closed
HCM
917
Highbridge Capital Management
New York
– -$3.95M -55,800 Closed
QC
918
Quadrature Capital
United Kingdom
– -$3.04M -42,962 Closed
RIM
919
Reliant Investment Management
Tennessee
– -$2.98M -40,265 Closed
TWA
920
Tillar-Wenstrup Advisors
Ohio
– -$1.85M -26,208 Closed
BAM
921
Berkshire Asset Management
Pennsylvania
– -$1.75M -24,729 Closed
SSA
922
Schonfeld Strategic Advisors
New York
– -$1.69M -23,888 Closed
NFGCM
923
Norman Fields Gottscho Capital Management
New York
– -$1.48M -20,877 Closed
PJSIMP
924
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$1.39M -19,675 Closed
QIM
925
Quantitative Investment Management
Virginia
– -$1.23M -17,410 Closed
35 36
37
38 39