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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 %
GD
176
Grandfield & Dodd
New York
$7.02M +$117K +1,764 +2%
TNB
177
Thomasville National Bank
Georgia
$6.98M +$6.98M +104,920 New
AssetMark Inc
178
AssetMark Inc
California
$6.93M +$866K +13,019 +14%
AL
179
Airain Ltd
Guernsey
$6.92M +$845K +12,698 +14%
Jones Financial Companies
180
Jones Financial Companies
Missouri
$6.88M +$644K +9,675 +10%
RJFSA
181
Raymond James Financial Services Advisors
Florida
$6.86M +$1.94M +29,109 +39%
LWCFA
182
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.84M -$36.7K -551 -0.5%
GT
183
Glenmede Trust
Pennsylvania
$6.82M -$975K -14,652 -13%
BCB
184
Brian C. Broderick
$6.73M +$147K +2,213 +2%
GC
185
Grimes & Company
Massachusetts
$6.69M +$722K +10,847 +12%
SWK
186
Stephen W. Kidder
$6.62M +$226K +3,399 +4%
TU
187
TDAM USA
Ontario, Canada
$6.61M +$71.4K +1,073 +1%
RFM
188
Royal Fund Management
Florida
$6.6M +$6.29M +94,476 +2,018%
PAM
189
Private Asset Management
California
$6.6M -$890K -13,373 -12%
FGP
190
Foyston, Gordon, & Payne
Ontario, Canada
$6.58M -$205K -3,088 -3%
DMIC
191
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.58M +$1.13M +17,021 +21%
First Manhattan
192
First Manhattan
New York
$6.56M -$21.1M -316,402 -76%
KeyBank National Association
193
KeyBank National Association
Ohio
$6.53M -$168K -2,529 -3%
BCM
194
Buckhead Capital Management
Georgia
$6.49M -$407K -6,112 -6%
EVM
195
Evelyn V. Moreno
$6.46M +$856K +12,857 +15%
AIIMS
196
Analyst IMS Investment Management Services
Israel
$6.4M +$45.1K +677 +0.7%
GC
197
Guardian Capital
Ontario, Canada
$6.36M -$88.6K -1,331 -1%
PP
198
Patten & Patten
Tennessee
$6.3M -$408K -6,125 -6%
CCM
199
Cohen Capital Management
California
$6.23M – – –
OPCM
200
Osborne Partners Capital Management
California
$6.06M -$115K -1,722 -2%
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