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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 %
DA
476
Dillon & Associates
Michigan
$988K -$182K -2,567 -16%
SRP
477
Saddle Road Partners
Nebraska
$986K – – –
PIA
478
Peachtree Investment Advisors
Georgia
$983K +$1.98K +28 +0.2%
RFA
479
Reilly Financial Advisors
California
$965K +$82.1K +1,160 +9%
LCM
480
Logan Capital Management
Pennsylvania
$965K +$97.6K +1,379 +11%
MCM
481
Murphy Capital Management
New Jersey
$961K -$7.15K -101 -0.7%
CONA
482
Capital One National Association
New York
$950K -$44.2K -624 -4%
PCMM
483
Private Capital Management (Minnesota)
Minnesota
$932K – – –
CIC
484
Carnegie Investment Counsel
Ohio
$930K -$485K -7,159 -34%
RG
485
Rikoon Group
New Mexico
$925K +$925K +13,074 New
Bessemer Group
486
Bessemer Group
New Jersey
$916K -$18.6K -263 -2%
CCB
487
Cutter & Co Brokerage
Missouri
$910K -$18K -254 -2%
FIM
488
Freedom Investment Management
Connecticut
$892K +$125K +1,761 +16%
NA
489
NewEdge Advisors
Louisiana
$888K +$121K +1,706 +16%
YIA
490
YHB Investment Advisors
Connecticut
$887K -$107K -1,514 -11%
DC
491
Deere & Company
Illinois
$879K – – –
AAM
492
Azzad Asset Management
Virginia
$859K +$65.6K +927 +8%
CCP
493
Corient Capital Partners
California
$855K +$855K +12,084 New
TC
494
Telemus Capital
Michigan
$847K -$7.43K -105 -0.9%
SCA
495
Salient Capital Advisors
Texas
$843K +$22.5K +318 +3%
CB
496
Chemical Bank
Michigan
$841K – – –
V
497
Veritable
Delaware
$832K +$126K +1,778 +18%
BFEC
498
Benjamin F. Edwards & Company
Missouri
$831K -$2.69K -38 -0.3%
IB
499
Intrust Bank
Kansas
$822K +$1.49K +21 +0.2%
BC
500
Brinker Capital
Pennsylvania
$821K +$211K +2,956 +35%
18 19
20
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