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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 %
Two Sigma Advisers
926
Two Sigma Advisers
New York
– -$495K -7,589 Closed
IAA
927
Ironsides Asset Advisors
North Carolina
– -$465K -7,130 Closed
Squarepoint
928
Squarepoint
New York
– -$462K -7,084 Closed
FLPIM
929
F.L. Putnam Investment Management
Massachusetts
– -$424K -6,496 Closed
HIMCH
930
Hartford Investment Management Co (HIMCO)
Connecticut
– -$356K -5,456 Closed
MS
931
Maven Securities
Jersey
– -$346K -5,302 Closed
Capital Fund Management (CFM)
932
Capital Fund Management (CFM)
France
– -$340K -5,204 Closed
IWA
933
Intercontinental Wealth Advisors
Texas
– -$274K -4,196 Closed
GT
934
Glenview Trust
Kentucky
– -$257K -3,942 Closed
RMDI
935
R.M. Davis Inc
Maine
– -$246K -3,772 Closed
PP
936
Paloma Partners
Connecticut
– -$240K -3,683 Closed
AHB
937
Abner Herrman & Brock
New Jersey
– -$243K -3,654 Closed
FTUS
938
Flow Traders U.S.
New York
– -$232K -3,560 Closed
LIM
939
Leavell Investment Management
Alabama
– -$229K -3,503 Closed
BI
940
Boulegeris Investments
Georgia
– -$225K -3,444 Closed
MJRIC
941
Mogy Joel R Investment Counsel
California
– -$225K -3,444 Closed
LA
942
LVW Advisors
New York
– -$223K -3,422 Closed
APP
943
Avantax Planning Partners
Iowa
– -$223K -3,410 Closed
BCM
944
BTR Capital Management
California
– -$241K -3,405 Closed
PTC
945
Private Trust Company
Ohio
– -$214K -3,292 Closed
WB
946
WesBanco Bank
West Virginia
– -$210K -3,226 Closed
Nuveen Asset Management
947
Nuveen Asset Management
Illinois
– -$208K -3,212 Closed
SSW
948
Smith Shellnut Wilson
Mississippi
– -$207K -3,174 Closed
JSL
949
JT Stratford LLC
Georgia
– -$204K -3,125 Closed
FFA
950
First Foundation Advisors
California
– -$202K -3,094 Closed
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