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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 %
FHA
351
First Horizon Advisors
Tennessee
$1.97M -$119K -1,719 -6%
CAM
352
Cypress Asset Management
Texas
$1.96M +$50.9K +720 +3%
CS
353
Credit Suisse
Switzerland
$1.96M +$61.6K +871 +3%
CG
354
Caprock Group
Idaho
$1.95M +$291K +4,107 +17%
NCMW
355
Northern Capital Management (Wisconsin)
Wisconsin
$1.94M -$27.2K -385 -1%
PG
356
Patten Group
Tennessee
$1.91M -$8.86K -129 -0.5%
SCA
357
Stonebridge Capital Advisors
Minnesota
$1.91M +$250K +3,527 +15%
LNC
358
Lincoln National Corp
Pennsylvania
$1.89M +$54.9K +775 +3%
WIS
359
Wright Investors Service
Connecticut
$1.88M -$10.3K -145 -0.5%
FC
360
FCA Corp
Texas
$1.87M -$57.6K -814 -3%
TWA
361
Tillar-Wenstrup Advisors
Ohio
$1.85M +$3.47K +49 +0.2%
FANJ
362
Financial Architects (New Jersey)
New Jersey
$1.84M -$8.7K -123 -0.5%
CC
363
Cannell & Co
New York
$1.84M -$107K -1,506 -5%
TG
364
TCW Group
California
$1.83M +$192K +2,720 +12%
PCTC
365
Perkins Coie Trust Company
Washington
$1.82M +$30.1K +425 +2%
AMG
366
Advisors Management Group
Wisconsin
$1.81M +$23.6K +333 +1%
WKWM
367
Walter & Keenan Wealth Management
Indiana
$1.77M – – –
RIL
368
Rothschild Investment LLC
Illinois
$1.77M -$22.4K -316 -1%
III
369
Independent Investors Inc
New York
$1.76M – – –
BAM
370
Berkshire Asset Management
Pennsylvania
$1.75M +$499K +7,056 +40%
JWBC
371
J.W. Burns & Co
New York
$1.75M +$297K +4,202 +20%
CCA
372
Catalyst Capital Advisors
New York
$1.74M +$126K +1,786 +8%
PAI
373
Pittenger & Anderson Inc
Nebraska
$1.74M – – –
SOMRS
374
State of Michigan Retirement System
Michigan
$1.74M – – –
T. Rowe Price Associates
375
T. Rowe Price Associates
Maryland
$1.73M +$102K +1,440 +6%
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