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

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$14.2M
2
Capital World Investors
Capital World Investors
California
$0
3
ClearBridge Investments
ClearBridge Investments
New York
$58.4M
4
Lazard Asset Management
Lazard Asset Management
New York
$115M
5
MHI
Miller Howard Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
126
Exencial Wealth Advisors
Oklahoma
$13.7M +$742K +11,385 +6%
FCI
127
Financial Counselors Inc
Kansas
$13.7M +$1.83M +27,561 +15%
Two Sigma Investments
128
Two Sigma Investments
New York
$13.4M +$13.4M +201,735 New
SB
129
Suntrust Banks
Georgia
$13.2M +$1.97M +29,590 +18%
Comerica Bank
130
Comerica Bank
Texas
$13M +$56.9K +824 +0.4%
AWCI
131
Alpine Woods Capital Investors
New York
$12.9M +$899K +13,503 +7%
JFL
132
Jarislowsky, Fraser Ltd
Quebec, Canada
$12.3M +$1.49M +22,425 +14%
PSUF
133
People's United Financial
Connecticut
$12.2M -$154K -2,321 -1%
WAM
134
World Asset Management
Michigan
$12.2M +$168K +2,522 +1%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$11.9M -$552K -8,289 -4%
HI
136
Honeywell International
North Carolina
$11.9M – – –
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$11.7M +$2.07M +31,147 +21%
CGT
138
Capital Guardian Trust
California
$11.7M -$1.04M -15,635 -8%
HCM
139
Howland Capital Management
Massachusetts
$11.7M +$4.57M +68,653 +64%
LMIM
140
Lockheed Martin Investment Management
Maryland
$11.6M +$11.6M +174,208 New
D.E. Shaw & Co
141
D.E. Shaw & Co
New York
$11.3M -$10.3M -154,672 -48%
William Blair & Company
142
William Blair & Company
Illinois
$11.2M -$76.5K -1,136 -0.7%
HTHT
143
Hemenway Trust Hemenway Trust
New Hampshire
$11.2M +$1.17M +17,577 +12%
GGI
144
Godsey & Gibb Inc
Virginia
$10.9M +$119K +1,782 +1%
CIM
145
Confluence Investment Management
Missouri
$10.8M +$1.25M +18,723 +13%
PHS
146
Pekin Hardy Strauss
Illinois
$10.4M -$102K -1,528 -1%
PSC
147
Prentiss Smith & Co
Vermont
$10.1M +$241K +3,615 +2%
BCAM
148
Boston Common Asset Management
Massachusetts
$10.1M -$257K -3,859 -2%
FT
149
Fiduciary Trust
Massachusetts
$9.75M -$866K -13,017 -8%
CAM
150
Capstone Asset Management
Texas
$9.53M +$669K +10,055 +8%
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