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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 %
GLA
401
Great Lakes Advisors
Illinois
$1.61M -$4.88K -66 -0.3%
ADMI
402
Albert D. Mason Inc
Massachusetts
$1.58M +$5.25K +71 +0.3%
PGFC
403
Peapack-Gladstone Financial Corp
New Jersey
$1.56M -$267K -3,606 -15%
MFS
404
MSI Financial Services
Massachusetts
$1.56M -$54.5K -737 -3%
AWM
405
Arbor Wealth Management
Florida
$1.55M +$572K +7,681 +58%
CIC
406
Carnegie Investment Counsel
Ohio
$1.55M +$35.2K +474 +2%
LBC
407
Lowe Brockenbrough & Co
Virginia
$1.55M +$30.5K +413 +2%
GC
408
Gratus Capital
Georgia
$1.53M +$1.53M +20,693 New
NPT
409
Nixon Peabody Trust
Massachusetts
$1.53M +$56.4K +762 +4%
MSFP
410
Mark Sheptoff Financial Planning
Connecticut
$1.52M -$276K -3,736 -15%
TSW
411
Thompson Siegel & Walmsley
Virginia
$1.52M -$182K -2,466 -11%
JWBC
412
J.W. Burns & Co
New York
$1.52M +$228K +3,086 +18%
ECM
413
EagleClaw Capital Management
Massachusetts
$1.52M – – –
WA
414
WealthTrust Axiom
Pennsylvania
$1.51M +$222 +3 +0%
CT
415
Coastline Trust
Rhode Island
$1.49M +$36.3K +491 +2%
SRC
416
Shufro Rose & Co
New York
$1.48M – – –
CCA
417
Checchi Capital Advisers
California
$1.47M +$77.8K +1,052 +6%
DIA
418
Denver Investment Advisors
Colorado
$1.47M -$10.3K -139 -0.7%
AAM
419
AR Asset Management
California
$1.43M – – –
MCM
420
Millie Capital Management
California
$1.43M +$165K +2,232 +13%
DRD
421
Dennis R. Delaney
$1.41M +$3.33K +45 +0.2%
NPC
422
National Planning Corporation
California
$1.41M -$193K -2,592 -12%
CI
423
Clal Insurance
Israel
$1.41M – – –
FAAS
424
First Allied Advisory Services
California
$1.4M +$39.9K +542 +3%
FCH
425
Freestone Capital Holdings
Washington
$1.39M -$65.4K -884 -4%
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