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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 %
CTI
501
Community Trust & Investment
Kentucky
$815K -$65.1K -920 -7%
TC
502
Trust Company
Kansas
$814K -$2.38M -33,635 -75%
NAM
503
Nichols Asset Management
Massachusetts
$812K +$33.2K +469 +4%
HPC
504
HM Payson & Co
Maine
$809K -$44.7K -632 -5%
FPFS
505
First Personal Financial Services
North Carolina
$800K -$17.3K -245 -2%
NFG
506
Next Financial Group
Texas
$793K +$327K +4,617 +70%
EFS
507
Essex Financial Services
Connecticut
$791K -$47.7K -675 -6%
WC
508
Woodstock Corp
Massachusetts
$791K +$1.98K +28 +0.3%
NRS
509
Neville Rodie & Shaw
New York
$784K – – –
LBC
510
Lawrence B. Cohen
$780K +$277K +3,917 +55%
CSS
511
Cubist Systematic Strategies
Connecticut
$778K -$181K -2,561 -19%
ITIM
512
Indiana Trust & Investment Management
Indiana
$773K -$11.6K -164 -1%
NERM
513
New England Research & Management
Illinois
$766K +$45.4K +642 +6%
LDB
514
Lee, Danner & Bass
Tennessee
$762K -$7.93K -112 -1%
HL
515
HeadInvest LLC
Maine
$754K +$89.4K +1,283 +13%
CWA
516
Cypress Wealth Advisors
California
$751K +$8.07K +114 +1%
AIM
517
Anchor Investment Management
South Carolina
$747K – – –
RCM
518
Riverhead Capital Management
Delaware
$742K +$648K +9,164 +691%
EIM
519
Essex Investment Management
Massachusetts
$737K -$4.11K -58 -0.6%
LPL Financial
520
LPL Financial
California
$732K +$22.7K +321 +3%
JMH
521
J.M. Hartwell
New York
$731K – – –
NHC
522
Nicholas Hoffman & Company
Georgia
$729K +$8.5K +120 +1%
IFB
523
iAB Financial Bank
Indiana
$719K -$23.3K -329 -3%
ACM
524
Argyle Capital Management
Pennsylvania
$717K -$15.8K -223 -2%
ATC
525
Argent Trust Co
Tennessee
$717K +$145K +2,052 +25%
19 20
21
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