NVS icon

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 %
FC
326
Fayerweather Charles
$2.35M -$15.6K -220 -0.7%
CA
327
Commerzbank Aktiengesellschaft
Germany
$2.35M -$86.5K -1,223 -4%
HK
328
Horizon Kinetics
New York
$2.31M – – –
William Blair Investment Management
329
William Blair Investment Management
Illinois
$2.27M -$1.63M -23,080 -42%
CCM
330
Catawba Capital Management
Virginia
$2.27M -$115K -1,630 -5%
QCM
331
Quadrant Capital Management
New Jersey
$2.22M +$778 +11 +0%
SCM
332
Stonebridge Capital Management
California
$2.22M +$98.7K +1,395 +5%
Kayne Anderson Rudnick Investment Management
333
Kayne Anderson Rudnick Investment Management
California
$2.21M +$13.9K +197 +0.6%
AMI
334
Amica Mutual Insurance
Rhode Island
$2.19M – – –
KBG
335
Kahn Brothers Group
New York
$2.18M – – –
TCM
336
Telos Capital Management
California
$2.17M +$88.9K +1,256 +4%
CPA
337
Court Place Advisors
Maryland
$2.11M -$13.2K -186 -0.6%
TCM
338
Texan Capital Management
Texas
$2.11M +$9.7K +137 +0.5%
KCMRT
339
Kemper Corp Master Retirement Trust
Illinois
$2.09M – – –
TCOT
340
Trust Company of Toledo
Ohio
$2.08M +$68.1K +963 +3%
RFC
341
Regions Financial Corp
Alabama
$2.07M -$547K -7,733 -21%
CNFG
342
Creegan & Nassoura Financial Group
New Hampshire
$2.07M -$7.93K -112 -0.4%
LA
343
LVW Advisors
New York
$2.06M +$103K +1,457 +5%
CCM
344
Covington Capital Management
California
$2.05M -$257K -3,636 -11%
RWM
345
Rench Wealth Management
Texas
$2.03M -$1.25M -17,668 -38%
BF
346
BOK Financial
Oklahoma
$2.03M -$510K -7,200 -20%
SF
347
Synovus Financial
Georgia
$2.02M +$1.03M +14,475 +103%
FIM
348
Frontier Investment Management
Texas
$2.01M +$2.01M +2,839 New
Geode Capital Management
349
Geode Capital Management
Massachusetts
$1.99M -$64.9K -917 -3%
IIM
350
Ipswich Investment Management
Massachusetts
$1.97M -$88.4K -1,250 -4%
12 13
14
15 16