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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 %
ANI
301
American National Insurance
Texas
$2.77M – – –
PL
302
Parkwood LLC
Ohio
$2.74M +$79.2K +1,071 +3%
MC
303
Moors & Cabot
Massachusetts
$2.73M +$6.36K +86 +0.2%
RFC
304
Regions Financial Corp
Alabama
$2.73M +$4.14K +56 +0.2%
BIC
305
Beach Investment Counsel
Pennsylvania
$2.72M – – –
CCMINC
306
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.7M +$83.1K +1,124 +3%
AUB
307
Atlantic Union Bankshares
Virginia
$2.69M +$245K +3,316 +10%
DDC
308
Daniel Devine & Co
Florida
$2.69M – – –
BF
309
BOK Financial
Oklahoma
$2.65M -$37.1K -502 -1%
PHIMC
310
Private Harbour Investment Management & Counsel
Ohio
$2.64M -$51.5K -697 -2%
FA
311
FDx Advisors
Illinois
$2.62M -$395K -5,339 -13%
PAIM
312
Punch & Associates Investment Management
Minnesota
$2.61M +$42.4K +574 +2%
CIM
313
Calvert Investment Management
Maryland
$2.58M -$5.97M -80,782 -70%
LNWWM
314
Laird Norton Wetherby Wealth Management
California
$2.58M +$586K +7,919 +29%
SWP
315
Stratos Wealth Partners
Ohio
$2.56M +$515K +6,965 +25%
AMM
316
American Money Management
California
$2.51M +$195K +2,634 +8%
BHWM
317
Bar Harbor Wealth Management
New Hampshire
$2.5M +$21.7K +293 +0.9%
CCM
318
Catawba Capital Management
Virginia
$2.49M +$20.2K +273 +0.8%
BA
319
Bristlecone Advisors
Washington
$2.48M +$256K +3,460 +11%
FC
320
Fayerweather Charles
$2.48M +$10.3K +139 +0.4%
AG
321
Advisor Group
Arizona
$2.47M +$2.47M +33,496 New
RhumbLine Advisers
322
RhumbLine Advisers
Massachusetts
$2.47M – – –
GA
323
Geneva Advisors
Illinois
$2.44M -$145K -1,966 -6%
CCM
324
Covington Capital Management
California
$2.41M -$148K -2,000 -6%
HK
325
Horizon Kinetics
New York
$2.41M – – –
11 12
13
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