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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 %
WCM
201
Wallace Capital Management
Texas
$5.35M -$9.14K -140 -0.2%
DMIC
202
Dixon Mitchell Investment Counsel
British Columbia, Canada
$5.34M +$275K +4,219 +5%
MJP
203
Michael J. Puzo
$5.27M +$12K +184 +0.2%
FTIOP
204
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.11M -$247K -3,789 -5%
NPF
205
Norris Perne & French
Michigan
$5.04M -$453K -6,939 -8%
CT
206
Cambridge Trust
Massachusetts
$4.93M -$11.9M -182,900 -71%
CCFCSB
207
Cape Cod Five Cents Savings Bank
Massachusetts
$4.92M -$323K -4,950 -6%
BIC
208
Beach Investment Counsel
Pennsylvania
$4.9M +$2.5M +38,295 +104%
TAM
209
Trillium Asset Management
Massachusetts
$4.85M +$887K +13,597 +22%
RJFSA
210
Raymond James Financial Services Advisors
Florida
$4.83M +$58.2K +892 +1%
PMG
211
ProVise Management Group
Florida
$4.81M -$712K -10,914 -13%
CCMIC
212
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$4.75M +$268K +4,102 +6%
ISL
213
Ingalls & Snyder LLC
New York
$4.75M +$2.1M +32,185 +79%
Creative Planning
214
Creative Planning
Kansas
$4.75M +$82.4K +1,263 +2%
RW
215
Rand Wealth
Maryland
$4.72M +$55K +843 +1%
IHL
216
Investment House LLC
California
$4.67M -$32.8K -502 -0.7%
FA
217
FDx Advisors
Illinois
$4.66M +$2.32M +35,477 +99%
WFG
218
Windsor Financial Group
Minnesota
$4.51M +$91.2K +1,398 +2%
EGA
219
Eagle Global Advisors
Texas
$4.48M -$785K -12,026 -15%
OWD
220
Osborn Williams & Donohoe
Ohio
$4.48M -$181K -2,770 -4%
NCM
221
Nelson Capital Management
California
$4.45M -$338K -5,177 -7%
LAM
222
Lebenthal Asset Management
New York
$4.35M +$197K +3,012 +5%
CTA
223
Chesley Taft & Associates
Illinois
$4.34M -$13.1K -201 -0.3%
TRIM
224
Thompson Rubinstein Investment Management
Oregon
$4.31M +$21.2K +325 +0.5%
ARMC
225
American Research & Management Company
Massachusetts
$4.29M -$225K -3,443 -5%
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