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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
1
Dodge & Cox
California
$3.76B
2
Parnassus Investments
2
Parnassus Investments
California
$594M
3
BlackRock
3
BlackRock
New York
$210M
4
JHIU
4
Janus Henderson Investors US
Colorado
$131M
5
Millennium Management
5
Millennium Management
New York
$102M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$14.2M
2
Capital World Investors
2
Capital World Investors
California
$0
3
ClearBridge Investments
3
ClearBridge Investments
New York
$58.4M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$115M
5
MHI
5
Miller Howard Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MMH
951
Menora Mivtachim Holdings
Israel
– -$182K -2,784 Closed
SEC
952
Seven Eight Capital
New York
– -$150K -2,306 Closed
MBT
953
Montecito Bank & Trust
California
– -$124K -1,903 Closed
CAM
954
Columbia Asset Management
Michigan
– -$106K -1,617 Closed
FA
955
Friess Associates
Delaware
– -$63K -964 Closed
ECM
956
Elgethun Capital Management
South Dakota
– -$47K -714 Closed
JIC
957
Joel Isaacson & Co
New York
– -$34K -517 Closed
RFWA
958
RPg Family Wealth Advisory
Massachusetts
– -$30K -460 Closed
BA
959
BCM Advisors
Louisiana
– -$29K -446 Closed
IWA
960
IBEX Wealth Advisors
New Jersey
– -$19K -295 Closed
FAN
961
Financial Advisors Network
California
– -$16.9K -261 Closed
FFW
962
Fusion Family Wealth
New York
– -$13K -210 Closed
DIA
963
Davidson Investment Advisors
Montana
– -$13K -201 Closed
CIS
964
Capital International Sarl
California
– -$12K -184 Closed
SIG
965
Stanford Investment Group
California
– -$10K -146 Closed
ECM
966
Exchange Capital Management
Michigan
– -$9K -145 Closed
AWM
967
AllSquare Wealth Management
New York
– -$9K -143 Closed
ACM
968
AUA Capital Management
Pennsylvania
– -$7K -109 Closed
FAM
969
Fred Alger Management
New York
– -$2K -38 Closed
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