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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 %
IC
951
Inverness Counsel
New York
– -$233K -3,292 Closed
BRWA
952
B. Riley Wealth Advisors
Florida
– -$233K -3,263 Closed
NFG
953
Nations Financial Group
Iowa
– -$230K -3,245 Closed
GW
954
GW & Wade
Massachusetts
– -$218K -3,076 Closed
BOS
955
Bank of Stockton
California
– -$210K -2,974 Closed
LW
956
Linscomb Wealth
Texas
– -$209K -2,954 Closed
CHAM
957
Clear Harbor Asset Management
Connecticut
– -$207K -2,924 Closed
SSA
958
South Street Advisors
New York
– -$205K -2,902 Closed
DY
959
Dowling & Yahnke
California
– -$203K -2,875 Closed
RCA
960
Rowland Carmichael Advisors
Arizona
– -$203K -2,873 Closed
CIA
961
Choate Investment Advisors
Massachusetts
– -$203K -2,868 Closed
PP
962
Palladium Partners
Virginia
– -$203K -2,866 Closed
SSWM
963
Sheets Smith Wealth Management
North Carolina
– -$201K -2,846 Closed
MCM
964
Maple Capital Management
Vermont
– -$201K -2,841 Closed
FIM
965
Frontier Investment Management
Texas
– -$2.01M -2,839 Closed
Sanders Capital
966
Sanders Capital
Florida
– -$150K -2,120 Closed
ST
967
Spot Trading
Illinois
– -$150K -2,120 Closed
IIC
968
Integrated Investment Consultants
Michigan
– -$94K -1,372 Closed
JSAM
969
J. Safra Asset Management
New York
– -$94K -1,327 Closed
PRS
970
Pinkerton Retirement Specialists
Idaho
– -$86K -1,219 Closed
HL
971
Harding Loevner
New Jersey
– -$77K -1,094 Closed
TI
972
Turner Investments
Pennsylvania
– -$63K -893 Closed
FNBSF
973
First National Bank Sioux Falls
South Dakota
– -$45K -629 Closed
BlackRock
974
BlackRock
New York
– -$39K -558 Closed
MWP
975
MYCIO Wealth Partners
Pennsylvania
– -$39K -558 Closed
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