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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 %
HNB
276
Huntington National Bank
Ohio
$3.22M -$2.66M -35,989 -45%
AIA
277
Avalon Investment & Advisory
Texas
$3.22M +$566K +7,655 +21%
SW
278
SVB Wealth
Massachusetts
$3.21M -$1.06M -14,375 -25%
OC
279
Oppenheimer & Co
New York
$3.2M -$445K -6,014 -12%
TA
280
TMD & Associates
Arizona
$3.18M +$111K +1,495 +4%
ISL
281
Ingalls & Snyder LLC
New York
$3.13M -$246K -3,323 -7%
ABC
282
Associated Banc-Corp
Wisconsin
$3.11M +$444 +6 +0%
DLCIG
283
D.L. Carlson Investment Group
New Hampshire
$3.09M +$3.09M +41,850 New
BL
284
BCWM LLC
Kansas
$3.09M +$56.3K +762 +2%
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$3.07M -$24.8K -336 -0.8%
TD Asset Management
286
TD Asset Management
Ontario, Canada
$3.02M +$190K +2,571 +7%
TCCM
287
Timber Creek Capital Management
Massachusetts
$3.01M +$78.4K +1,061 +3%
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$3.01M +$200K +2,705 +7%
GCA
289
Guardian Capital Advisors
Ontario, Canada
$2.99M +$169K +2,316 +6%
SC
290
SouthState Corp
Florida
$2.99M -$1.52M -20,600 -34%
RIM
291
Reliant Investment Management
Tennessee
$2.98M +$48.3K +653 +2%
Cambridge Investment Research Advisors
292
Cambridge Investment Research Advisors
Iowa
$2.94M +$250K +3,377 +9%
ACP
293
Ashfield Capital Partners
California
$2.91M -$8.04M -108,784 -73%
CB
294
Community Bank
New York
$2.89M -$65.9K -892 -2%
NME
295
Notis-McConarty Edward
$2.86M +$21.9K +296 +0.8%
RC
296
RegentAtlantic Capital
New Jersey
$2.85M -$315K -4,262 -10%
MIM
297
Marco Investment Management
Georgia
$2.84M -$43.3K -586 -2%
AllianceBernstein
298
AllianceBernstein
Tennessee
$2.83M +$400K +5,406 +16%
TGI
299
Tradewinds Global Investors
California
$2.82M -$113K -1,525 -4%
BNP Paribas Asset Management
300
BNP Paribas Asset Management
France
$2.78M +$2.78M +37,633 New
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