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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 %
NCM
401
Northroad Capital Management
New York
$1.5M -$3.72M -52,656 -71%
NFGCM
402
Norman Fields Gottscho Capital Management
New York
$1.48M +$209K +2,957 +17%
MSFP
403
Mark Sheptoff Financial Planning
Connecticut
$1.47M +$11.8K +167 +0.8%
CT
404
Coastline Trust
Rhode Island
$1.46M +$30.8K +435 +2%
ECM
405
EagleClaw Capital Management
Massachusetts
$1.45M +$9.89K +140 +0.7%
GC
406
Gratus Capital
Georgia
$1.43M -$31.1K -439 -2%
WA
407
WealthTrust Axiom
Pennsylvania
$1.43M -$11.8K -167 -0.8%
Toronto Dominion Bank
408
Toronto Dominion Bank
Ontario, Canada
$1.42M +$128K +1,805 +10%
PCP
409
Proficio Capital Partners
Massachusetts
$1.41M -$513K -7,256 -27%
AWM
410
Arbor Wealth Management
Florida
$1.41M -$10.8K -158 -0.8%
PRA
411
Parametric Risk Advisors
Connecticut
$1.41M +$351K +4,967 +33%
SFG
412
SevenBridge Financial Group
Pennsylvania
$1.39M -$120K -1,747 -8%
MFS
413
MSI Financial Services
Massachusetts
$1.39M -$93.8K -1,326 -6%
PJSIMP
414
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.39M -$315K -4,453 -18%
AAM
415
AR Asset Management
California
$1.37M – – –
DRD
416
Dennis R. Delaney
$1.37M +$14.6K +206 +1%
CI
417
Clal Insurance
Israel
$1.35M – – –
VFA
418
Voya Financial Advisors
Connecticut
$1.34M +$170K +2,397 +15%
FIB
419
First Interstate Bank
Montana
$1.33M +$1.91K +27 +0.1%
HBT
420
Hills Bank & Trust
Iowa
$1.32M -$258K -3,643 -16%
APFBOT
421
Amica Pension Fund Board of Trustees
Rhode Island
$1.31M – – –
Acadian Asset Management
422
Acadian Asset Management
Massachusetts
$1.31M – – –
BFA
423
Benedict Financial Advisors
Georgia
$1.3M -$251K -3,547 -16%
BMO
424
Beck Mack & Oliver
New York
$1.3M – – –
BFG
425
Beacon Financial Group
Texas
$1.29M -$3.13K -44 -0.2%
15 16
17
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