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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
+$62.9M
2
Franklin Resources
Franklin Resources
California
+$54.3M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$36.3M
4
SEI Investments
SEI Investments
Pennsylvania
+$24.5M
5
RJA
Raymond James & Associates
Florida
+$21.2M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$122M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$70.5M
3
Dodge & Cox
Dodge & Cox
California
-$62M
4
TH
TCTC Holdings
Texas
-$35.1M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
301
Stratos Wealth Partners
Ohio
$2.7M +$254K +3,592 +10%
RC
302
RegentAtlantic Capital
New Jersey
$2.67M -$58.5K -827 -2%
AUB
303
Atlantic Union Bankshares
Virginia
$2.66M +$89.6K +1,266 +3%
ANI
304
American National Insurance
Texas
$2.65M – – –
AG
305
Advisor Group
Arizona
$2.64M +$272K +3,842 +11%
CCMINC
306
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.64M +$53.1K +750 +2%
CB
307
Community Bank
New York
$2.63M -$130K -1,841 -5%
BNP Paribas Asset Management
308
BNP Paribas Asset Management
France
$2.61M -$55.3K -782 -2%
BIC
309
Beach Investment Counsel
Pennsylvania
$2.6M – – –
DDC
310
Daniel Devine & Co
Florida
$2.57M – – –
ACP
311
Ashfield Capital Partners
California
$2.55M -$231K -3,263 -8%
FA
312
FDx Advisors
Illinois
$2.54M +$30.1K +426 +1%
PAIM
313
Punch & Associates Investment Management
Minnesota
$2.53M +$37.6K +531 +2%
SSWM
314
Smith Salley Wealth Management
North Carolina
$2.52M +$373K +5,266 +17%
WIC
315
Woodmont Investment Counsel
Tennessee
$2.51M +$385K +5,435 +18%
LNWWM
316
Laird Norton Wetherby Wealth Management
California
$2.51M +$42.8K +605 +2%
ECM
317
ETrade Capital Management
Virginia
$2.45M +$440K +6,221 +22%
HTC
318
Haverford Trust Company
Pennsylvania
$2.43M +$184K +2,606 +8%
PHIMC
319
Private Harbour Investment Management & Counsel
Ohio
$2.42M -$98.4K -1,391 -4%
RJT
320
Raymond James Trust
Florida
$2.42M +$263K +3,715 +12%
AMM
321
American Money Management
California
$2.42M +$13.6K +192 +0.6%
GA
322
Geneva Advisors
Illinois
$2.4M +$73.3K +1,036 +3%
PL
323
Parkwood LLC
Ohio
$2.39M -$232K -3,273 -9%
BHWM
324
Bar Harbor Wealth Management
New Hampshire
$2.38M -$13.8K -195 -0.6%
BA
325
Bristlecone Advisors
Washington
$2.36M -$10.7K -151 -0.5%
11 12
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