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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 %
SOMRS
376
State of Michigan Retirement System
Michigan
$1.82M +$619K +8,370 +52%
AB
377
AT Bancorp
Iowa
$1.8M -$112K -1,520 -6%
SSIA
378
Spero-Smith Investment Advisers
Ohio
$1.79M +$10.4K +140 +0.6%
PJSIMP
379
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.78M +$19.8K +268 +1%
TAM
380
Taurus Asset Management
New York
$1.78M -$16.5K -223 -0.9%
Millennium Management
381
Millennium Management
New York
$1.78M +$1.78M +24,026 New
CBN
382
Cadence Bank NA
Texas
$1.77M +$467K +6,315 +36%
HCM
383
Harvey Capital Management
Florida
$1.75M -$445K -6,026 -20%
CG
384
Caprock Group
Idaho
$1.74M +$110K +1,492 +7%
SCA
385
Stonebridge Capital Advisors
Minnesota
$1.74M +$75.6K +1,023 +5%
TG
386
TCW Group
California
$1.71M – – –
FWM
387
Frontier Wealth Management
Missouri
$1.7M -$18.6K -251 -1%
T. Rowe Price Associates
388
T. Rowe Price Associates
Maryland
$1.7M +$35.5K +480 +2%
CCA
389
Catalyst Capital Advisors
New York
$1.69M +$206K +2,790 +14%
CRC
390
Curi RMB Capital
Illinois
$1.69M -$487K -6,581 -22%
HFS
391
HL Financial Services
Kentucky
$1.69M -$4.14K -56 -0.2%
OSNBOA
392
Old Second National Bank of Aurora
Illinois
$1.67M +$50.5K +683 +3%
WOC
393
West Oak Capital
California
$1.66M +$16.1K +218 +1%
MCM
394
McKinley Capital Management
Alaska
$1.65M +$67.3K +910 +4%
TCOO
395
Trust Company of Oklahoma
Oklahoma
$1.65M -$12.3K -167 -0.7%
WS
396
Wedbush Securities
California
$1.65M +$640K +8,650 +64%
HBT
397
Hills Bank & Trust
Iowa
$1.64M -$113K -1,528 -6%
CA
398
Cambridge Advisors
Nebraska
$1.63M -$8.28K -112 -0.5%
SFG
399
SevenBridge Financial Group
Pennsylvania
$1.63M +$1.63M +22,012 New
BFA
400
Benedict Financial Advisors
Georgia
$1.63M -$52.9K -714 -3%
14 15
16
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