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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 %
FFC
476
First Financial Corp
Indiana
$1.02M +$485K +6,554 +91%
MCM
477
Murphy Capital Management
New Jersey
$1.01M +$118K +1,596 +13%
PPSG
478
Princeton Portfolio Strategies Group
New Jersey
$1.01M -$571K -7,730 -36%
JFA
479
JNBA Financial Advisors
Minnesota
$1.01M +$1.7K +23 +0.2%
ST
480
Spot Trading
Illinois
$1.01M +$25.1K +340 +3%
MCM
481
Matterhorn Capital Management
Texas
$1.01M -$737K -9,974 -42%
CSS
482
Cubist Systematic Strategies
Connecticut
$1M +$1M +13,555 New
CCM
483
Carderock Capital Management
Maryland
$994K -$249K -3,374 -20%
PCM
484
Parsons Capital Management
Rhode Island
$988K -$91K -1,231 -8%
Bessemer Group
485
Bessemer Group
New Jersey
$977K -$136K -1,834 -12%
PCMM
486
Private Capital Management (Minnesota)
Minnesota
$974K -$111K -1,506 -10%
CCB
487
Cutter & Co Brokerage
Missouri
$969K +$38.9K +527 +4%
CASB
488
Cape Ann Savings Bank
Massachusetts
$940K -$7.47K -101 -0.8%
UR
489
USCA RIA
Texas
$923K +$246K +3,324 +36%
RFA
490
Reilly Financial Advisors
California
$922K +$130K +1,759 +16%
CTI
491
Community Trust & Investment
Kentucky
$920K -$12.4M -167,439 -93%
Nomura Holdings
492
Nomura Holdings
Japan
$920K +$920K +12,544 New
DC
493
Deere & Company
Illinois
$918K -$96.5K -1,306 -10%
LCM
494
Logan Capital Management
Pennsylvania
$906K +$118K +1,597 +15%
EIP
495
Epoch Investment Partners
New York
$897K -$723K -9,779 -45%
HPC
496
HM Payson & Co
Maine
$892K -$30.3K -410 -3%
TC
497
Telemus Capital
Michigan
$892K +$34.1K +461 +4%
SCM
498
Shelton Capital Management
Colorado
$885K +$21.6K +292 +2%
PAM
499
Palisade Asset Management
Minnesota
$884K – – –
CB
500
Chemical Bank
Michigan
$879K -$7.77K -105 -0.9%
18 19
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