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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 %
FBB
251
Fulton Breakefield Broenniman
Maryland
$3.77M +$27.4K +387 +0.7%
LG
252
LaFleur & Godfrey
Michigan
$3.75M -$9.13K -129 -0.2%
SBAM
253
Santa Barbara Asset Management
California
$3.75M +$7.71K +109 +0.2%
KIA
254
KCM Investment Advisors
California
$3.7M -$3.11K -44 -0.1%
CAM
255
Carret Asset Management
New York
$3.64M +$2.76K +39 +0.1%
CAM
256
Cubic Asset Management
Massachusetts
$3.56M -$28.8K -407 -0.8%
SFPIA
257
Stevens First Principles Investment Advisors
California
$3.54M -$65.6K -927 -2%
NB
258
NBT Bank
New York
$3.54M +$88.7K +1,253 +3%
GG
259
Greenwood Gearhart
Arkansas
$3.54M -$73K -1,031 -2%
MA
260
MUFG Americas
New York
$3.51M -$175K -2,480 -5%
AT
261
Acadia Trust
Maine
$3.51M +$166K +2,349 +5%
WIC
262
Whitegate Investment Counselors
New Hampshire
$3.48M -$103K -1,451 -3%
COI
263
Connable Office Inc
Michigan
$3.47M +$2.63M +37,112 +313%
VNA
264
Valley National Advisers
Pennsylvania
$3.45M +$1.59M +22,433 +85%
ABP
265
Arthur B. Page
$3.43M +$41K +580 +1%
AllianceBernstein
266
AllianceBernstein
Tennessee
$3.37M +$662K +9,358 +24%
FMII
267
Farmers & Merchants Investments Inc
Nebraska
$3.36M +$178K +2,517 +6%
BEAM
268
Baker Ellis Asset Management
Washington
$3.36M +$9.84K +139 +0.3%
FPTW
269
Franklin, Parlapiano, Turner & Welch
Texas
$3.36M +$208K +2,944 +7%
BTW
270
Boston Trust Walden
Massachusetts
$3.34M +$193K +2,734 +6%
PWP
271
Private Wealth Partners
California
$3.33M -$627K -8,861 -16%
JAM
272
Jolley Asset Management
North Carolina
$3.25M +$42.4K +599 +1%
GC
273
Grace Capital
Massachusetts
$3.25M -$66.4K -938 -2%
TD Asset Management
274
TD Asset Management
Ontario, Canada
$3.21M +$319K +4,502 +11%
BFO
275
Boston Family Office
Massachusetts
$3.11M -$4.18K -59 -0.1%
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