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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 %
EFS
501
Essex Financial Services
Connecticut
$877K -$147K -1,986 -14%
COI
502
Connable Office Inc
Michigan
$877K +$64K +865 +8%
BFEC
503
Benjamin F. Edwards & Company
Missouri
$871K +$94.5K +1,277 +12%
SCA
504
Salient Capital Advisors
Texas
$858K -$192K -2,597 -18%
IB
505
Intrust Bank
Kansas
$857K +$10.9K +148 +1%
AI
506
Atria Investments
North Carolina
$856K +$21.1K +288 +3%
FPFS
507
First Personal Financial Services
North Carolina
$855K -$17.6K -238 -2%
NBG
508
Nancy B. Gardiner
$832K +$152K +2,059 +22%
AAM
509
Azzad Asset Management
Virginia
$829K +$107K +1,453 +15%
WC
510
Woodstock Corp
Massachusetts
$824K -$146K -1,972 -15%
NRS
511
Neville Rodie & Shaw
New York
$819K – – –
ITIM
512
Indiana Trust & Investment Management
Indiana
$819K +$7.61K +103 +0.9%
RDM
513
Retirement Design & Management
Connecticut
$814K -$35.5K -481 -4%
NAM
514
Nichols Asset Management
Massachusetts
$814K – – –
Group One Trading
515
Group One Trading
Illinois
$811K +$811K +10,971 New
SFSG
516
Stearns Financial Services Group
North Carolina
$809K – – –
CAN
517
Cetera Advisor Networks
California
$808K -$81.9K -1,109 -9%
LDB
518
Lee, Danner & Bass
Tennessee
$804K +$134K +1,808 +20%
FIM
519
Freedom Investment Management
Connecticut
$802K -$54.6K -738 -6%
NA
520
NewEdge Advisors
Louisiana
$801K +$801K +10,841 New
AAM
521
Aberdeen Asset Management
United Kingdom
$792K – – –
AIM
522
Anchor Investment Management
South Carolina
$781K +$140K +1,897 +22%
CWA
523
Cypress Wealth Advisors
California
$776K -$123K -1,658 -14%
IFB
524
iAB Financial Bank
Indiana
$776K +$37.1K +502 +5%
EIM
525
Essex Investment Management
Massachusetts
$774K – – –
19 20
21
22 23