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Novartis
NVS

Overview Fund Activity

876 hedge funds and large institutions have $18.7B invested in Novartis in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 322 increasing their positions, 339 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
876
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
23.41%
Holding in Top 10
28
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-24.32%
% of All Funds
0.75%
New
53
Increased
322
Reduced
339
Closed
43
Calls
$50M
Puts
$45M
Net Calls
+$5M
Net Calls Change
+$2.72M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
$338M
2
Franklin Resources
Franklin Resources
California
$1B
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$36.3M
4
SEI Investments
SEI Investments
Pennsylvania
$73.8M
5
RJA
Raymond James & Associates
Florida
$71.6M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$115M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$36.7M
3
Dodge & Cox
Dodge & Cox
California
$3.44B
4
TH
TCTC Holdings
Texas
$0
5
Fisher Asset Management
Fisher Asset Management
Washington
$479M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMIC
226
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$4.86M +$103K +1,455 +2%
WFG
227
Windsor Financial Group
Minnesota
$4.79M -$240K -3,392 -5%
CTA
228
Chesley Taft & Associates
Illinois
$4.72M +$85.7K +1,211 +2%
TRIM
229
Thompson Rubinstein Investment Management
Oregon
$4.65M -$60.4K -854 -1%
Two Sigma Investments
230
Two Sigma Investments
New York
$4.5M +$4.5M +63,570 New
LAM
231
Lebenthal Asset Management
New York
$4.5M +$411K +5,808 +10%
GHA
232
GW Henssler & Associates
Georgia
$4.48M +$173K +2,447 +4%
Federated Hermes
233
Federated Hermes
Pennsylvania
$4.46M +$383K +5,408 +9%
TAM
234
Trillium Asset Management
Massachusetts
$4.3M -$97.8K -1,383 -2%
CIBC World Market
235
CIBC World Market
Ontario, Canada
$4.26M +$1.12M +15,818 +36%
Mirae Asset Global Investments
236
Mirae Asset Global Investments
South Korea
$4.26M +$3M +42,352 +237%
JGUA
237
John G. Ullman & Associates
New York
$4.24M +$445K +6,288 +12%
TCM
238
Tradition Capital Management
New Jersey
$4.18M -$98.3K -1,390 -2%
SB
239
Suntrust Banks
Georgia
$4.18M +$16.5K +233 +0.4%
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
$4.13M +$127K +1,799 +3%
NFA
241
Nationwide Fund Advisors
Ohio
$4.11M -$126K -1,786 -3%
AAIM
242
American Assets Investment Management
California
$4.09M – – –
HA
243
Hamel Associates
New Jersey
$4.08M – – –
BCM
244
Bourgeon Capital Management
Connecticut
$4.06M -$276K -3,906 -6%
HKIM
245
Hayek Kallen Investment Management
Alabama
$4.02M +$76.2K +1,077 +2%
GCM
246
Garland Capital Management
Washington
$3.99M +$7.92K +112 +0.2%
SC
247
Scotia Capital
Ontario, Canada
$3.99M +$358K +5,055 +10%
HCM
248
Highbridge Capital Management
New York
$3.95M +$3.95M +55,800 New
SBH
249
Segall Bryant & Hamill
Illinois
$3.82M +$257K +3,627 +7%
WSFS
250
Wilmington Savings Fund Society
Delaware
$3.8M -$503K -7,106 -12%
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