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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 %
MCM
926
Millie Capital Management
California
– -$1.23M -17,364 Closed
HCM
927
Hilton Capital Management
New York
– -$1.11M -15,686 Closed
DC
928
Deere & Company
Illinois
– -$879K -12,420 Closed
EMG
929
Ellington Management Group
Connecticut
– -$703K -9,932 Closed
Nomura Holdings
930
Nomura Holdings
Japan
– -$679K -9,594 Closed
Wolverine Trading
931
Wolverine Trading
Illinois
– -$680K -9,578 Closed
DMC
932
Drexel Morgan & Co
Pennsylvania
– -$673K -9,509 Closed
CRC
933
Curi RMB Capital
Illinois
– -$668K -9,436 Closed
DAS
934
Dynamic Advisor Solutions
Arizona
– -$658K -9,301 Closed
GC
935
Garde Capital
Washington
– -$716K -8,690 Closed
CASB
936
Cape Ann Savings Bank
Massachusetts
– -$555K -7,854 Closed
JG
937
Jefferies Group
New York
– -$479K -6,773 Closed
FMA
938
FNY Managed Accounts
New York
– -$395K -5,580 Closed
BWAM
939
Boyd Watterson Asset Management
Ohio
– -$372K -5,252 Closed
Walleye Trading
940
Walleye Trading
New York
– -$368K -5,199 Closed
AW
941
ACG Wealth
Georgia
– -$304K -4,292 Closed
FRM
942
Fox Run Management
Connecticut
– -$300K -4,241 Closed
WI
943
Wintrust Investments
Illinois
– -$289K -4,081 Closed
BJL
944
Brighton Jones LLC
Washington
– -$274K -3,878 Closed
HJA
945
Hugh Johnson Advisors
New York
– -$264K -3,725 Closed
EAM
946
Eagle Asset Management
Florida
– -$262K -3,711 Closed
JWS
947
Juncture Wealth Strategies
Arizona
– -$245K -3,460 Closed
SBIA
948
Sheaff Brock Investment Advisors
Indiana
– -$238K -3,364 Closed
ST
949
Sabal Trust
Florida
– -$235K -3,325 Closed
Simplex Trading
950
Simplex Trading
Illinois
– -$234K -3,311 Closed
36 37
38
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