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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 %
ANTB
151
AMG National Trust Bank
Colorado
$9.46M – – –
OCAM
152
Onex Canada Asset Management
Ontario, Canada
$9.37M -$1.11M -16,628 -11%
CIM
153
Corda Investment Management
Texas
$9.31M +$1.89M +28,415 +25%
ACM
154
Advisors Capital Management
New Jersey
$9.3M +$941K +14,133 +11%
GJIC
155
Gamble Jones Investment Counsel
California
$9.01M -$30.7K -462 -0.3%
CSIC
156
Clifford Swan Investment Counsel
California
$8.92M +$2.16M +32,447 +32%
NPF
157
Norris Perne & French
Michigan
$8.83M +$3.7M +55,546 +72%
WIC
158
Wilkins Investment Counsel
Massachusetts
$8.7M +$731K +10,992 +9%
JGUA
159
John G. Ullman & Associates
New York
$8.43M +$636K +9,554 +8%
TBA
160
Tower Bridge Advisors
Pennsylvania
$8.2M -$1M -15,058 -11%
VW
161
Vantage Wealth
California
$8.08M -$446K -6,707 -5%
BCM
162
Brookmont Capital Management
Texas
$7.98M -$96.6K -1,451 -1%
TCOV
163
Trust Company of Vermont
Vermont
$7.96M +$151K +2,275 +2%
AAM
164
Advisors Asset Management
Colorado
$7.91M -$576K -8,657 -7%
WF
165
Welch & Forbes
Massachusetts
$7.74M +$625K +9,387 +9%
VV
166
Verity & Verity
South Carolina
$7.72M +$466K +7,007 +6%
BONST
167
Bank of Nova Scotia Trust
Ontario, Canada
$7.63M +$248K +3,727 +3%
Citigroup
168
Citigroup
New York
$7.45M -$4.67M -70,105 -38%
HC
169
Hawkins Capital
Texas
$7.43M – – –
AAIM
170
American Assets Investment Management
California
$7.28M +$305K +4,587 +4%
TAM
171
Trillium Asset Management
Massachusetts
$7.27M +$2.33M +34,949 +47%
FNBOO
172
First National Bank of Omaha
Nebraska
$7.24M -$1.09M -16,406 -13%
M
173
MOTCO
Texas
$7.18M -$410K -6,165 -5%
GC
174
Gratus Capital
Georgia
$7.09M +$574K +8,628 +9%
FBC
175
Fairfield, Bush & Co
Connecticut
$7.03M -$65K -977 -0.9%
5 6
7
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