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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 %
VanEck Associates
101
VanEck Associates
New York
$19.6M -$1.51M -22,731 -7%
CFB
102
Cullen/Frost Bankers
Texas
$19.5M -$995K -14,949 -5%
GG
103
Gofen & Glossberg
Illinois
$19.5M -$1.59M -23,819 -8%
M&T Bank
104
M&T Bank
New York
$19.1M +$321K +4,820 +2%
SFM
105
Sphera Funds Management
Israel
$19M +$19M +284,580 New
HighTower Advisors
106
HighTower Advisors
Illinois
$18.9M +$629K +9,471 +3%
FFIC
107
First Fiduciary Investment Counsel
Ohio
$18.5M +$412K +6,194 +2%
TCM
108
Tekla Capital Management
Massachusetts
$18.5M – – –
OAM
109
Oppenheimer Asset Management
New York
$18.2M +$18.2M +274,181 New
First Trust Advisors
110
First Trust Advisors
Illinois
$18M +$2.57M +38,655 +17%
PAS
111
Professional Advisory Services
Florida
$17.5M -$237K -3,566 -1%
GFPC
112
Global Financial Private Capital
Florida
$17.3M +$17.3M +259,676 New
SI
113
Scout Investments
Missouri
$17.2M -$2.55M -38,324 -13%
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$16.9M +$1.69M +25,449 +11%
UCFA
115
United Capital Financial Advisors
Texas
$16.7M +$1.45M +21,724 +9%
Citadel Advisors
116
Citadel Advisors
Florida
$15.7M -$71K -1,067 -0.4%
EIA
117
Edgemoor Investment Advisors
Maryland
$15.3M -$293K -4,397 -2%
MAP
118
Managed Asset Portfolios
Michigan
$15.2M +$1.42M +21,334 +10%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$15.2M -$2.65M -39,783 -15%
TBC
120
Tweedy, Browne Co
Connecticut
$15.2M -$880K -13,216 -5%
MTC
121
McDaniel Terry & Co
Texas
$15M +$558K +8,383 +4%
BFS
122
Bradley Foster & Sargent
Connecticut
$14.8M -$5.86M -88,016 -28%
1832 Asset Management
123
1832 Asset Management
Ontario, Canada
$14.2M -$239M -3,588,700 -94%
KFS
124
Kurt F. Somerville
$14.2M -$276K -4,149 -2%
WG
125
Welch Group
Alabama
$14.1M +$1.6M +24,113 +13%
3 4
5
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