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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 %
AIA
276
Avalon Investment & Advisory
Texas
$3.1M +$25.5K +361 +0.8%
Allianz Asset Management
277
Allianz Asset Management
Germany
$3.1M -$473K -6,685 -13%
TA
278
TMD & Associates
Arizona
$3.1M +$60.1K +850 +2%
TCT
279
TIAA CREF Trust
Missouri
$3.08M -$440K -6,219 -12%
UBS AM
280
UBS AM
Illinois
$3.07M -$164K -2,320 -5%
WTC
281
WhitTier Trust Company
Nevada
$3.05M -$159K -2,245 -5%
QC
282
Quadrature Capital
United Kingdom
$3.04M +$3.04M +42,962 New
CB
283
Commerce Bank
Missouri
$2.99M -$92.1K -1,302 -3%
OC
284
Oppenheimer & Co
New York
$2.98M -$79.4K -1,123 -3%
RIM
285
Reliant Investment Management
Tennessee
$2.98M – – –
HNB
286
Huntington National Bank
Ohio
$2.97M -$103K -1,459 -3%
BL
287
BCWM LLC
Kansas
$2.96M +$6.02K +85 +0.2%
SC
288
SouthState Corp
Florida
$2.95M +$91.9K +1,299 +3%
MC
289
Moors & Cabot
Massachusetts
$2.94M +$322K +4,549 +12%
ABC
290
Associated Banc-Corp
Wisconsin
$2.93M -$38.8K -549 -1%
GCA
291
Guardian Capital Advisors
Ontario, Canada
$2.93M +$47.7K +680 +2%
TCCM
292
Timber Creek Capital Management
Massachusetts
$2.93M +$44.6K +630 +2%
ISL
293
Ingalls & Snyder LLC
New York
$2.87M -$127K -1,791 -4%
ADMI
294
Albert D. Mason Inc
Massachusetts
$2.85M +$1.34M +18,904 +89%
Cambridge Investment Research Advisors
295
Cambridge Investment Research Advisors
Iowa
$2.82M +$8.42K +119 +0.3%
CBN
296
Cadence Bank NA
Texas
$2.8M +$1.11M +15,702 +66%
NME
297
Notis-McConarty Edward
$2.76M +$23.6K +334 +0.9%
SW
298
SVB Wealth
Massachusetts
$2.73M -$340K -4,808 -11%
DLCIG
299
D.L. Carlson Investment Group
New Hampshire
$2.73M -$232K -3,275 -8%
MIM
300
Marco Investment Management
Georgia
$2.71M -$7.86K -111 -0.3%
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