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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 Holding Trade Value Shares
Change 		Shares
Change %
OMC
101
Old Mission Capital
Illinois
$18.5M +$18.5M +283,766 New
M&T Bank
102
M&T Bank
New York
$18.4M -$358K -5,485 -2%
TCM
103
Tekla Capital Management
Massachusetts
$18.1M – – –
HighTower Advisors
104
HighTower Advisors
Illinois
$17.9M -$1.08M -16,573 -6%
FFIC
105
First Fiduciary Investment Counsel
Ohio
$17.7M +$1.91M +29,256 +12%
ACM
106
Atlanta Capital Management
Georgia
$17.7M -$1.68M -25,762 -9%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$17.5M -$43.5K -666 -0.2%
PAS
108
Professional Advisory Services
Florida
$17.4M +$2.17M +33,175 +14%
WFMPM
109
Woodley Farra Manion Portfolio Management
Indiana
$16.7M -$6.95M -106,484 -29%
TBC
110
Tweedy, Browne Co
Connecticut
$15.8M -$257K -3,934 -2%
Citadel Advisors
111
Citadel Advisors
Florida
$15.5M +$15.1M +230,759 +3,538%
EIA
112
Edgemoor Investment Advisors
Maryland
$15.3M -$323K -4,952 -2%
First Trust Advisors
113
First Trust Advisors
Illinois
$15.1M +$3.51M +53,798 +30%
UCFA
114
United Capital Financial Advisors
Texas
$15M +$620K +9,495 +4%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$14.9M +$3.32M +50,895 +29%
NC
116
Nexthera Capital
New York
$14.4M +$14.4M +220,968 New
KFS
117
Kurt F. Somerville
$14.2M -$107K -1,647 -0.8%
MTC
118
McDaniel Terry & Co
Texas
$14.1M +$10.6K +163 +0.1%
MAP
119
Managed Asset Portfolios
Michigan
$13.5M +$284K +4,354 +2%
EWA
120
Exencial Wealth Advisors
Oklahoma
$13M -$1.35M -20,753 -9%
CGT
121
Capital Guardian Trust
California
$12.5M -$3.13M -47,986 -20%
WG
122
Welch Group
Alabama
$12.2M -$99.5K -1,525 -0.8%
Comerica Bank
123
Comerica Bank
Texas
$12.2M +$1.85M +28,560 +18%
PSUF
124
People's United Financial
Connecticut
$12.1M -$1.46M -22,413 -11%
PAMP
125
Polar Asset Management Partners
Ontario, Canada
$12M +$2.51M +38,502 +26%
3 4
5
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