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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.

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
1832 Asset Management
Ontario, Canada
$215M
2
Dodge & Cox
Dodge & Cox
California
$3.33B
3
Franklin Resources
Franklin Resources
California
$1.07B
4
Federated Hermes
Federated Hermes
Pennsylvania
$139M
5
MNA
Manning & Napier Advisors
New York
$405M

Top Sellers

1
CI
Cambiar Investors
Colorado
$0
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$221M
3
Capital World Investors
Capital World Investors
California
$104M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Macquarie Group
Macquarie Group
Australia
$71.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
176
KeyBank National Association
Ohio
$6.57M +$682K +10,454 +12%
BA
177
BlackRock Advisors
Delaware
$6.53M -$13.3M -203,112 -67%
BCB
178
Brian C. Broderick
$6.46M -$35K -536 -0.5%
NIM
179
Northeast Investment Management
Massachusetts
$6.42M -$2.12M -32,553 -25%
TU
180
TDAM USA
Ontario, Canada
$6.41M -$329K -5,034 -5%
GC
181
Gratus Capital
Georgia
$6.39M +$5.07M +77,639 +383%
GC
182
Guardian Capital
Ontario, Canada
$6.32M -$2.75M -42,200 -30%
SWK
183
Stephen W. Kidder
$6.27M -$173K -2,657 -3%
BAM
184
Bruderman Asset Management
New York
$6.23M -$195K -2,992 -3%
AIIMS
185
Analyst IMS Investment Management Services
Israel
$6.23M -$125K -1,910 -2%
CCM
186
Cohen Capital Management
California
$6.11M -$74.7K -1,144 -1%
Jones Financial Companies
187
Jones Financial Companies
Missouri
$6.11M -$163K -2,491 -3%
OPCM
188
Osborne Partners Capital Management
California
$6.05M -$22.5K -345 -0.4%
PIM
189
Perkins Investment Management
Illinois
$6.04M -$297K -4,546 -5%
WT
190
Whittier Trust
California
$6.03M -$389K -5,954 -6%
AL
191
Airain Ltd
Guernsey
$5.96M +$5.96M +91,323 New
AssetMark Inc
192
AssetMark Inc
California
$5.95M +$216K +3,309 +4%
SSB
193
Sandy Spring Bank
Maryland
$5.89M -$119K -1,813 -2%
ZAM
194
Zevin Asset Management
Massachusetts
$5.87M -$1.39M -21,310 -19%
GC
195
Grimes & Company
Massachusetts
$5.85M -$328K -5,030 -5%
CCM
196
Chilton Capital Management
Texas
$5.59M -$625K -9,580 -10%
CCT
197
Country Club Trust
Missouri
$5.56M +$68.9K +1,056 +1%
PA
198
Pinnacle Associates
New York
$5.55M -$160K -2,455 -3%
EVM
199
Evelyn V. Moreno
$5.5M +$428K +6,550 +8%
LTFS
200
Ladenburg Thalmann Financial Services
Florida
$5.41M +$160K +2,435 +3%
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