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Novartis
NVS

Overview Fund Activity

877 hedge funds and large institutions have $19.5B invested in Novartis in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 341 increasing their positions, 311 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
23.44%
Holding in Top 10
37
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+76.19%
% of All Funds
0.99%
New
69
Increased
341
Reduced
311
Closed
56
Calls
$62.8M
Puts
$60.5M
Net Calls
+$2.28M
Net Calls Change
+$2.74M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$247M
2
Parnassus Investments
Parnassus Investments
California
$287M
3
T
Thomaspartners
Massachusetts
$216M
4
Aristotle Capital Management
Aristotle Capital Management
California
$226M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$99.7M

Top Sellers

1
IC
Institutional Capital
Illinois
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$187M
3
Dodge & Cox
Dodge & Cox
California
$3.66B
4
State Street
State Street
Massachusetts
$261M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
226
Societe Generale
$4.79M +$4.79M +64,736 New
TAM
227
Trillium Asset Management
Massachusetts
$4.59M -$282K -3,813 -6%
BCM
228
Bourgeon Capital Management
Connecticut
$4.53M +$238K +3,214 +6%
WSFS
229
Wilmington Savings Fund Society
Delaware
$4.5M -$1.14M -15,458 -20%
GHA
230
GW Henssler & Associates
Georgia
$4.5M +$514K +6,951 +13%
TCM
231
Tradition Capital Management
New Jersey
$4.48M +$2.34M +31,611 +109%
NFA
232
Nationwide Fund Advisors
Ohio
$4.42M -$330K -4,464 -7%
SB
233
Suntrust Banks
Georgia
$4.34M -$1.87M -25,308 -30%
AAIM
234
American Assets Investment Management
California
$4.27M – – –
LAM
235
Lebenthal Asset Management
New York
$4.27M +$192K +2,593 +5%
LH
236
Lebenthal Holdings
New York
$4.27M +$3.48M +47,050 +440%
Federated Hermes
237
Federated Hermes
Pennsylvania
$4.26M +$313K +4,231 +8%
HA
238
Hamel Associates
New Jersey
$4.26M +$464K +6,277 +12%
CIBC Private Wealth Group
239
CIBC Private Wealth Group
Georgia
$4.18M -$35.9K -486 -0.9%
TNB
240
Thomasville National Bank
Georgia
$4.17M +$4.17M +56,356 New
GCM
241
Garland Capital Management
Washington
$4.16M +$53.6K +725 +1%
PWP
242
Private Wealth Partners
California
$4.14M -$4.71M -63,763 -53%
HKIM
243
Hayek Kallen Investment Management
Alabama
$4.12M +$56.1K +759 +1%
William Blair Investment Management
244
William Blair Investment Management
Illinois
$4.08M -$137K -1,850 -3%
JGUA
245
John G. Ullman & Associates
New York
$3.97M -$45.3K -613 -1%
LG
246
LaFleur & Godfrey
Michigan
$3.92M – – –
FBB
247
Fulton Breakefield Broenniman
Maryland
$3.91M +$99.2K +1,342 +3%
SBAM
248
Santa Barbara Asset Management
California
$3.91M +$39.5K +535 +1%
KIA
249
KCM Investment Advisors
California
$3.87M -$17.3K -234 -0.4%
MA
250
MUFG Americas
New York
$3.86M -$132K -1,780 -3%
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