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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 %
FIB
426
First Interstate Bank
Montana
$1.39M +$74.3K +1,005 +6%
APFBOT
427
Amica Pension Fund Board of Trustees
Rhode Island
$1.37M – – –
Acadian Asset Management
428
Acadian Asset Management
Massachusetts
$1.37M -$36.9K -499 -3%
OC
429
Oarsman Capital
Wisconsin
$1.36M -$40.1K -543 -3%
Toronto Dominion Bank
430
Toronto Dominion Bank
Ontario, Canada
$1.36M -$56.2K -756 -4%
BMO
431
Beck Mack & Oliver
New York
$1.36M – – –
AL
432
Aspiriant LLC
California
$1.35M -$3.3K -38 -0.2%
BFG
433
Beacon Financial Group
Texas
$1.33M -$68.1K -936 -5%
NFGCM
434
Norman Fields Gottscho Capital Management
New York
$1.33M +$629K +8,507 +90%
Mirae Asset Global Investments
435
Mirae Asset Global Investments
South Korea
$1.32M -$470K -6,361 -26%
WA
436
Wheatland Advisors
Pennsylvania
$1.31M -$24.7K -334 -2%
SB
437
Simmons Bank
Arkansas
$1.31M +$4.73K +64 +0.4%
BAM
438
Berkshire Asset Management
Pennsylvania
$1.31M +$1.31M +17,673 New
NEI
439
Northwest & Ethical Investments
Ontario, Canada
$1.3M – – –
NGA
440
Naples Global Advisors
Florida
$1.28M +$88.7K +1,200 +7%
EGA
441
E&G Advisors
Texas
$1.27M – – –
WCF
442
West Coast Financial
California
$1.27M -$128K -1,730 -9%
KFC
443
Klingenstein Fields & Co
New York
$1.26M +$248K +3,348 +24%
AIA
444
AIMZ Investment Advisors
California
$1.26M -$1.34M -18,130 -52%
NED
445
Nancy E. Dempze
$1.25M +$31.3K +423 +3%
RHBC
446
R.H. Bluestein & Co
Michigan
$1.25M -$8.21K -111 -0.7%
PFS
447
Physicians Financial Services
North Carolina
$1.23M +$66K +893 +6%
DA
448
Dillon & Associates
Michigan
$1.23M -$324K -4,358 -21%
MWM
449
Mission Wealth Management
California
$1.22M – – –
AI
450
Ariel Investments
Illinois
$1.22M +$126K +1,699 +11%
16 17
18
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