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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 %
FCH
426
Freestone Capital Holdings
Washington
$1.29M -$40.6K -574 -3%
SRC
427
Shufro Rose & Co
New York
$1.28M -$140K -1,975 -10%
FAAS
428
First Allied Advisory Services
California
$1.27M -$67K -947 -5%
PFS
429
Physicians Financial Services
North Carolina
$1.27M +$86.8K +1,228 +7%
AB
430
AT Bancorp
Iowa
$1.26M -$465K -6,571 -27%
WA
431
Wheatland Advisors
Pennsylvania
$1.25M – – –
OC
432
Oarsman Capital
Wisconsin
$1.25M -$47.6K -673 -4%
SB
433
Simmons Bank
Arkansas
$1.25M -$707 -10 -0.1%
BI
434
Boulegeris Investments
Georgia
$1.23M -$916K -12,947 -43%
QIM
435
Quantitative Investment Management
Virginia
$1.23M +$1.23M +17,410 New
MCM
436
Millie Capital Management
California
$1.23M -$135K -1,914 -10%
NGA
437
Naples Global Advisors
Florida
$1.23M – – –
NED
438
Nancy E. Dempze
$1.22M +$16.1K +228 +1%
KFC
439
Klingenstein Fields & Co
New York
$1.21M – – –
AIA
440
AIMZ Investment Advisors
California
$1.21M – – –
NBG
441
Nancy B. Gardiner
$1.2M +$402K +5,685 +51%
RHBC
442
R.H. Bluestein & Co
Michigan
$1.19M +$1.2K +17 +0.1%
SCM
443
Salem Capital Management
Massachusetts
$1.19M -$867K -12,247 -42%
IPC
444
Independent Portfolio Consultants
Florida
$1.19M +$19.7K +279 +2%
NCM
445
Narwhal Capital Management
Georgia
$1.18M +$31.5K +446 +3%
CCA
446
Checchi Capital Advisers
California
$1.18M -$226K -3,193 -16%
WCF
447
West Coast Financial
California
$1.17M -$41.8K -591 -3%
MWM
448
Mission Wealth Management
California
$1.17M – – –
WOC
449
West Oak Capital
California
$1.17M -$418K -5,915 -26%
AI
450
Atria Investments
North Carolina
$1.17M +$339K +4,797 +41%
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