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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
+$128M
2
Parnassus Investments
Parnassus Investments
California
+$109M
3
T
Thomaspartners
Massachusetts
+$93.8M
4
Aristotle Capital Management
Aristotle Capital Management
California
+$54.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.5M

Top Sellers

1
IC
Institutional Capital
Illinois
-$276M
2
Renaissance Technologies
Renaissance Technologies
New York
-$82.8M
3
Dodge & Cox
Dodge & Cox
California
-$56.8M
4
State Street
State Street
Massachusetts
-$50.8M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$48.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCMW
351
Northern Capital Management (Wisconsin)
Wisconsin
$2.06M -$34.2K -463 -2%
LA
352
LVW Advisors
New York
$2.05M +$57.4K +776 +3%
CC
353
Cannell & Co
New York
$2.03M – – –
Barclays
354
Barclays
United Kingdom
$2.02M +$543K +7,344 +37%
FC
355
FCA Corp
Texas
$2.01M -$280K -3,788 -12%
PAG
356
Private Advisor Group
New Jersey
$2.01M +$417K +5,665 +26%
PCP
357
Proficio Capital Partners
Massachusetts
$2M +$81.8K +1,113 +4%
CAM
358
Cypress Asset Management
Texas
$2M -$93.9K -1,270 -4%
CS
359
Credit Suisse
Switzerland
$1.99M -$14M -189,324 -88%
JIC
360
Johnson Investment Counsel
Ohio
$1.98M -$84.5K -1,144 -4%
WIS
361
Wright Investors Service
Connecticut
$1.97M +$599K +8,097 +44%
VNA
362
Valley National Advisers
Pennsylvania
$1.95M +$450K +6,090 +30%
TWA
363
Tillar-Wenstrup Advisors
Ohio
$1.93M +$406K +5,485 +27%
FANJ
364
Financial Architects (New Jersey)
New Jersey
$1.93M -$3.47K -47 -0.2%
LNC
365
Lincoln National Corp
Pennsylvania
$1.92M -$164K -2,212 -8%
CIA
366
Cascade Investment Advisors
Oregon
$1.89M +$1.89M +25,545 New
PCTC
367
Perkins Coie Trust Company
Washington
$1.87M +$135K +1,830 +8%
RIL
368
Rothschild Investment LLC
Illinois
$1.87M -$35K -474 -2%
AMG
369
Advisors Management Group
Wisconsin
$1.87M +$21.2K +287 +1%
BSWMG
370
Barrington Strategic Wealth Management Group
Illinois
$1.86M -$23.5K -318 -1%
WKWM
371
Walter & Keenan Wealth Management
Indiana
$1.85M +$20.6K +279 +1%
ONB
372
Old National Bancorp
Indiana
$1.84M -$85.2K -1,152 -4%
III
373
Independent Investors Inc
New York
$1.84M – – –
FC
374
FIC Capital
New York
$1.82M +$22K +298 +1%
PAI
375
Pittenger & Anderson Inc
Nebraska
$1.82M -$111K -1,506 -6%
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