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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
Dodge & Cox
California
$3.76B
2
Parnassus Investments
Parnassus Investments
California
$594M
3
BlackRock
BlackRock
New York
$210M
4
JHIU
Janus Henderson Investors US
Colorado
$131M
5
Millennium Management
Millennium Management
New York
$102M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$14.2M
2
Capital World Investors
Capital World Investors
California
$0
3
ClearBridge Investments
ClearBridge Investments
New York
$58.4M
4
Lazard Asset Management
Lazard Asset Management
New York
$115M
5
MHI
Miller Howard Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ZAM
201
Zevin Asset Management
Massachusetts
$5.96M -$22K -331 -0.4%
BAM
202
Bruderman Asset Management
New York
$5.91M -$444K -6,664 -7%
WT
203
Whittier Trust
California
$5.87M -$285K -4,277 -5%
AR
204
Advisory Research
Illinois
$5.79M +$5.79M +86,953 New
PA
205
Pinnacle Associates
New York
$5.79M +$129K +1,942 +2%
Baird Financial Group
206
Baird Financial Group
Wisconsin
$5.74M -$1.63M -24,484 -22%
TD Asset Management
207
TD Asset Management
Ontario, Canada
$5.74M +$2.92M +43,925 +104%
PIM
208
Perkins Investment Management
Illinois
$5.7M -$458K -6,878 -7%
CCT
209
Country Club Trust
Missouri
$5.69M +$22.2K +333 +0.4%
WCM
210
Wallace Capital Management
Texas
$5.69M +$239K +3,597 +4%
PMG
211
ProVise Management Group
Florida
$5.63M +$730K +10,970 +15%
SSB
212
Sandy Spring Bank
Maryland
$5.52M -$486K -7,274 -8%
LTFS
213
Ladenburg Thalmann Financial Services
Florida
$5.46M -$18.8K -283 -0.3%
CCM
214
Chilton Capital Management
Texas
$5.46M -$242K -3,641 -4%
MJP
215
Michael J. Puzo
$5.35M -$21.2K -318 -0.4%
CCMIC
216
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$5.31M +$460K +6,918 +9%
NIM
217
Northeast Investment Management
Massachusetts
$5M -$1.54M -23,187 -24%
BIC
218
Beach Investment Counsel
Pennsylvania
$4.99M – – –
SC
219
Scotia Capital
Ontario, Canada
$4.99M +$1.11M +16,726 +29%
GHA
220
GW Henssler & Associates
Georgia
$4.98M +$887K +13,332 +22%
FTIOP
221
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.94M -$266K -4,002 -5%
Mirae Asset Global Investments
222
Mirae Asset Global Investments
South Korea
$4.88M +$1.36M +20,501 +39%
FA
223
FDx Advisors
Illinois
$4.87M +$118K +1,778 +2%
ISL
224
Ingalls & Snyder LLC
New York
$4.82M -$22.2K -334 -0.5%
BC
225
Brinker Capital
Pennsylvania
$4.75M +$1.31M +19,580 +38%
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