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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 %
BSWMG
376
Barrington Strategic Wealth Management Group
Illinois
$1.72M -$58.3K -824 -3%
FC
377
FIC Capital
New York
$1.72M -$25.1K -355 -1%
TSW
378
Thompson Siegel & Walmsley
Virginia
$1.71M +$257K +3,627 +18%
JIC
379
Johnson Investment Counsel
Ohio
$1.71M -$187K -2,638 -10%
SSIA
380
Spero-Smith Investment Advisers
Ohio
$1.7M -$19.7K -279 -1%
SSA
381
Schonfeld Strategic Advisors
New York
$1.69M +$1.69M +23,888 New
ONB
382
Old National Bancorp
Indiana
$1.69M -$75.5K -1,068 -4%
HCM
383
Harvey Capital Management
Florida
$1.68M – – –
NPT
384
Nixon Peabody Trust
Massachusetts
$1.67M +$210K +2,969 +14%
WS
385
Wedbush Securities
California
$1.67M +$91.2K +1,290 +6%
AT
386
Arden Trust
Delaware
$1.64M -$2.15M -30,388 -57%
PAG
387
Private Advisor Group
New Jersey
$1.64M -$293K -4,143 -15%
FWM
388
Frontier Wealth Management
Missouri
$1.63M – – –
TCOO
389
Trust Company of Oklahoma
Oklahoma
$1.61M +$36.8K +520 +2%
HFS
390
HL Financial Services
Kentucky
$1.61M -$5.38K -76 -0.3%
TAM
391
Taurus Asset Management
New York
$1.6M -$98.7K -1,395 -6%
CIM
392
Calvert Investment Management
Maryland
$1.58M -$886K -12,529 -36%
DIA
393
Denver Investment Advisors
Colorado
$1.57M +$165K +2,332 +12%
OSNBOA
394
Old Second National Bank of Aurora
Illinois
$1.57M -$28K -396 -2%
CA
395
Cambridge Advisors
Nebraska
$1.57M +$7.92K +112 +0.5%
GLA
396
Great Lakes Advisors
Illinois
$1.56M +$19K +268 +1%
PGFC
397
Peapack-Gladstone Financial Corp
New Jersey
$1.52M +$26K +368 +2%
EIP
398
Epoch Investment Partners
New York
$1.51M +$651K +9,199 +76%
MCM
399
McKinley Capital Management
Alaska
$1.5M -$76.5K -1,081 -5%
LBC
400
Lowe Brockenbrough & Co
Virginia
$1.5M +$25.7K +363 +2%
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