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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 %
CAN
451
Cetera Advisor Networks
California
$1.14M +$370K +5,225 +48%
AP
452
Appleton Partners
Massachusetts
$1.12M +$127K +1,802 +13%
HCM
453
Hilton Capital Management
New York
$1.11M +$729K +10,301 +191%
AI
454
Ariel Investments
Illinois
$1.1M -$71.4K -1,009 -6%
CPIM
455
Columbia Partners Investment Management
Virginia
$1.09M +$14K +198 +1%
PG
456
PEAK6 Group
Illinois
$1.09M +$1.09M +15,387 New
ST
457
Somerset Trust
Pennsylvania
$1.08M +$35.8K +506 +3%
PAM
458
Palisade Asset Management
Minnesota
$1.08M +$237K +3,348 +28%
FMC
459
First Merchants Corp
Indiana
$1.08M -$890K -12,585 -45%
SCM
460
Shelton Capital Management
Colorado
$1.08M +$228K +3,220 +27%
PWS
461
Peloton Wealth Strategists
Indiana
$1.05M +$1.05M +14,899 New
AL
462
Aspiriant LLC
California
$1.05M -$56.5K -799 -5%
LWAC
463
Laurel Wealth Advisors (California)
California
$1.04M -$1.27K -18 -0.1%
AT
464
Argent Trust
Texas
$1.04M -$24.9K -352 -2%
RGC
465
Roberts, Glore & Co
Illinois
$1.03M -$5.95K -84 -0.6%
1GA
466
1st Global Advisors
Texas
$1.03M +$4.32K +61 +0.4%
NPC
467
National Planning Corporation
California
$1.02M -$185K -2,908 -15%
FFC
468
First Financial Corp
Indiana
$1.02M +$45.7K +646 +5%
CTC
469
Central Trust Company
Missouri
$1.02M +$2.97K +42 +0.3%
TH
470
Timber Hill
Connecticut
$1.02M +$1.02M +14,341 New
First Eagle Investment Management
471
First Eagle Investment Management
New York
$1.01M – – –
ST
472
Spinnaker Trust
Maine
$1.01M +$11.7K +165 +1%
SAM
473
Shamrock Asset Management
Texas
$1.01M -$10.4K -147 -1%
PCM
474
Parsons Capital Management
Rhode Island
$1M +$54.3K +768 +6%
UR
475
USCA RIA
Texas
$998K +$115K +1,627 +13%
17 18
19
20 21