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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 %
IPC
451
Independent Portfolio Consultants
Florida
$1.22M -$46.7K -631 -4%
NCM
452
Narwhal Capital Management
Georgia
$1.2M – – –
VFA
453
Voya Financial Advisors
Connecticut
$1.2M +$200K +2,750 +20%
CPIM
454
Columbia Partners Investment Management
Virginia
$1.13M +$29.7K +402 +3%
BW
455
Bison Wealth
Georgia
$1.12M -$79.7K -1,078 -7%
LJHT
456
Laurie J. Hall Trustee
$1.12M +$74.3K +1,007 +7%
SAM
457
Silvercrest Asset Management
New York
$1.12M -$8.43K -114 -0.7%
AT
458
Argent Trust
Texas
$1.11M -$149K -2,014 -12%
GW
459
GW & Wade
Massachusetts
$1.11M +$1.11M +14,950 New
PRA
460
Parametric Risk Advisors
Connecticut
$1.1M +$158K +2,141 +17%
ST
461
Somerset Trust
Pennsylvania
$1.09M +$35.1K +475 +3%
LWAC
462
Laurel Wealth Advisors (California)
California
$1.09M -$12.4K -168 -1%
AIP
463
Ameritas Investment Partners
Nebraska
$1.08M +$3.62K +49 +0.3%
RGC
464
Roberts, Glore & Co
Illinois
$1.08M +$16.6K +224 +2%
1GA
465
1st Global Advisors
Texas
$1.07M +$9.61K +130 +0.9%
SAM
466
Shamrock Asset Management
Texas
$1.06M -$20.5K -278 -2%
First Eagle Investment Management
467
First Eagle Investment Management
New York
$1.06M – – –
CTC
468
Central Trust Company
Missouri
$1.06M +$37.3K +504 +4%
ST
469
Spinnaker Trust
Maine
$1.04M +$630K +8,517 +152%
SF
470
Synovus Financial
Georgia
$1.04M +$79.5K +1,072 +8%
AP
471
Appleton Partners
Massachusetts
$1.04M -$175K -2,372 -14%
YIA
472
YHB Investment Advisors
Connecticut
$1.04M -$1.33K -18 -0.1%
CONA
473
Capital One National Association
New York
$1.04M -$93.3K -1,262 -8%
SRP
474
Saddle Road Partners
Nebraska
$1.03M – – –
PIA
475
Peachtree Investment Advisors
Georgia
$1.03M -$12K -162 -1%
17 18
19
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