NVS icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
ACM
151
Advisors Capital Management
New Jersey
$8.2M +$624K +9,555 +8%
FNBOO
152
First National Bank of Omaha
Nebraska
$8.17M -$342K -5,238 -4%
BCM
153
Brookmont Capital Management
Texas
$7.93M -$719K -11,014 -8%
WIC
154
Wilkins Investment Counsel
Massachusetts
$7.81M +$940K +14,397 +14%
TCOV
155
Trust Company of Vermont
Vermont
$7.66M +$781K +11,972 +11%
GT
156
Glenmede Trust
Pennsylvania
$7.65M +$153K +2,349 +2%
JGUA
157
John G. Ullman & Associates
New York
$7.65M +$3.74M +57,229 +96%
M
158
MOTCO
Texas
$7.45M +$348K +5,325 +5%
PAM
159
Private Asset Management
California
$7.34M -$173K -2,645 -2%
HC
160
Hawkins Capital
Texas
$7.28M – – –
CIM
161
Corda Investment Management
Texas
$7.28M +$1.09M +16,750 +18%
BONST
162
Bank of Nova Scotia Trust
Ontario, Canada
$7.24M +$182K +2,794 +3%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$7.23M +$659K +10,089 +10%
VV
164
Verity & Verity
South Carolina
$7.11M +$21.1K +323 +0.3%
WF
165
Welch & Forbes
Massachusetts
$6.98M +$360K +5,512 +5%
FBC
166
Fairfield, Bush & Co
Connecticut
$6.96M -$149K -2,288 -2%
HCM
167
Howland Capital Management
Massachusetts
$6.96M -$3.59M -55,072 -34%
CIBC World Market
168
CIBC World Market
Ontario, Canada
$6.92M +$2.98M +45,723 +76%
AAIM
169
American Assets Investment Management
California
$6.84M +$3.06M +46,961 +81%
GD
170
Grandfield & Dodd
New York
$6.77M +$448K +6,857 +7%
BCM
171
Buckhead Capital Management
Georgia
$6.77M -$138K -2,115 -2%
LWCFA
172
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.75M -$91.8K -1,407 -1%
FGP
173
Foyston, Gordon, & Payne
Ontario, Canada
$6.66M +$6.07M +92,957 +1,028%
CSIC
174
Clifford Swan Investment Counsel
California
$6.63M +$254K +3,894 +4%
PP
175
Patten & Patten
Tennessee
$6.58M -$333K -5,098 -5%
5 6
7
8 9