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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.

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
1
1832 Asset Management
Ontario, Canada
$215M
2
Dodge & Cox
2
Dodge & Cox
California
$3.33B
3
Franklin Resources
3
Franklin Resources
California
$1.07B
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$139M
5
MNA
5
Manning & Napier Advisors
New York
$405M

Top Sellers

1
CI
1
Cambiar Investors
Colorado
$0
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$221M
3
Capital World Investors
3
Capital World Investors
California
$104M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Macquarie Group
5
Macquarie Group
Australia
$71.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MIH
76
Madison Investment Holdings
Wisconsin
$27.9M 427,697 +427,697 New
First Manhattan
77
First Manhattan
New York
$27.1M 414,991 -16,673 -4%
MIP
78
Mondrian Investment Partners
United Kingdom
$27M 413,301 – –
OCM
79
Osterweis Capital Management
California
$26.4M 404,905 -157,228 -28%
DP
80
Dearborn Partners
Illinois
$25.9M 396,827 +7,638 +2%
US Bancorp
81
US Bancorp
Minnesota
$23.4M 359,044 +28,689 +9%
Fiera Capital (Canada)
82
Fiera Capital (Canada)
Quebec, Canada
$23.4M 358,272 +55,185 +18%
GF
83
Gabelli Funds
New York
$23.3M 357,120 -9,151 -2%
RMCM
84
Reynders McVeigh Capital Management
Massachusetts
$22.9M 350,953 +5,271 +2%
O
85
OppenheimerFunds
New York
$22.7M 347,295 -60,639 -15%
CCM
86
Causeway Capital Management
California
$22.6M 354,908 -3,616 -1%
Truist Financial
87
Truist Financial
North Carolina
$22M 336,654 +9,327 +3%
EVM
88
Eaton Vance Management
Massachusetts
$21.5M 329,443 +499 +0.2%
MIS
89
Morningstar Investment Services
Illinois
$21.3M 325,977 +12,082 +4%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$21.2M 324,448 +59,937 +23%
VanEck Associates
91
VanEck Associates
New York
$20.7M 316,759 +150,604 +91%
GG
92
Gofen & Glossberg
Illinois
$20.7M 316,493 -5,392 -2%
Stifel Financial
93
Stifel Financial
Missouri
$20.5M 313,599 +54,251 +21%
PNC
94
Park National Corp
Ohio
$20.4M 312,191 +8,949 +3%
Massachusetts Financial Services
95
Massachusetts Financial Services
Massachusetts
$20.2M 310,079 -21,982 -7%
BFS
96
Bradley Foster & Sargent
Connecticut
$20.2M 309,892 -255,690 -45%
CFB
97
Cullen/Frost Bankers
Texas
$20.1M 308,237 +77 +0%
CCM
98
Compass Capital Management
Minnesota
$19.8M 303,034 +23,236 +8%
SI
99
Scout Investments
Missouri
$19.4M 296,853 +60,283 +25%
DSA
100
Davis Selected Advisers
Arizona
$18.8M 287,560 +287,560 New
2 3
4
5 6