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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 %
LWA
901
Lowe Wealth Advisors
Maryland
$2K – – –
YWP
902
YorkBridge Wealth Partners
New York
$2K – – –
AIS
903
Accurate Investment Solutions
Pennsylvania
$2K – – –
MWM
904
MinichMacGregor Wealth Management
New York
$1K – – –
WA
905
WealthTrust-Arizona
Arizona
$1K – – –
BIMC
906
Benson Investment Management Company
Virginia
$1K +$1K +11 New
NDSI
907
Newman Dignan & Sheerar Inc
Rhode Island
$296 – – –
GVT
908
Genesee Valley Trust
New York
$282 +$27 +413 +11%
Capital World Investors
909
Capital World Investors
California
– -$104M -1,601,026 Closed
MHI
910
Miller Howard Investments
New York
– -$46.6M -714,011 Closed
Marshall Wace
911
Marshall Wace
United Kingdom
– -$36M -551,901 Closed
OMC
912
Old Mission Capital
Illinois
– -$18.5M -283,766 Closed
ACM
913
Atlanta Capital Management
Georgia
– -$17.7M -270,817 Closed
NC
914
Nexthera Capital
New York
– -$14.4M -220,968 Closed
PAMP
915
Polar Asset Management Partners
Ontario, Canada
– -$12M -184,140 Closed
SBAM
916
Santa Barbara Asset Management
California
– -$3.96M -60,715 Closed
FBB
917
Fulton Breakefield Broenniman
Maryland
– -$3.36M -51,521 Closed
Twin Tree Management
918
Twin Tree Management
Texas
– -$2.5M -38,303 Closed
TA
919
TMD & Associates
Arizona
– -$2.44M -37,450 Closed
LNC
920
Lincoln National Corp
Pennsylvania
– -$1.84M -28,141 Closed
OAM
921
Oxford Asset Management
United Kingdom
– -$1.74M -26,602 Closed
SOMRS
922
State of Michigan Retirement System
Michigan
– -$1.6M -24,552 Closed
MCM
923
McKinley Capital Management
Alaska
– -$1.25M -19,143 Closed
CI
924
Clal Insurance
Israel
– -$1.24M -19,039 Closed
CIM
925
Calvert Investment Management
Maryland
– -$1.14M -17,431 Closed
35 36
37
38 39