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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 %
VCM
551
Violich Capital Management
California
$660K +$4.95K +67 +0.8%
DSC
552
Duncker Streett & Co
Missouri
$653K -$8.28K -112 -1%
SIC
553
Shoker Investment Counsel
Ohio
$651K +$51.4K +695 +9%
BOH
554
Bank of Hawaii
Hawaii
$648K -$104K -1,404 -14%
PVWM
555
Point View Wealth Management
New Jersey
$647K -$9.54K -129 -1%
BC
556
Brinker Capital
Pennsylvania
$639K +$144K +1,931 +29%
FAM
557
Formidable Asset Management
Ohio
$630K +$15.3K +206 +2%
WJA
558
Williams Jones & Associates
New York
$628K +$139K +1,875 +28%
SDIC
559
South Dakota Investment Council
South Dakota
$627K – – –
MA
560
Montag & Associates
Georgia
$621K -$41.3K -558 -6%
TYCC
561
Texas Yale Capital Corp
Florida
$619K +$212K +2,867 +52%
Wolverine Trading
562
Wolverine Trading
Illinois
$610K +$610K +8,380 New
WCBA
563
Weaver C. Barksdale & Associates
Tennessee
$608K – – –
ATC
564
Argent Trust Co
Tennessee
$597K +$157K +2,119 +36%
JWS
565
Juncture Wealth Strategies
Arizona
$594K -$57.7K -781 -9%
GWM
566
Geneos Wealth Management
Colorado
$591K +$10.1K +136 +2%
ICOA
567
Investment Centers of America
North Dakota
$591K +$125K +1,691 +27%
N
568
Natixis
France
$585K +$48.9K +661 +9%
HCM
569
Howland Capital Management
Massachusetts
$580K – – –
KLI
570
Kelman-Lazarov Inc
Tennessee
$576K -$20.8K -281 -3%
CA
571
Cetera Advisors
Colorado
$575K +$130K +1,768 +29%
SIC
572
Salem Investment Counselors
North Carolina
$573K – – –
HT
573
HighTower Trust
Texas
$567K +$33.9K +458 +6%
DC
574
Davenport & Co
Virginia
$567K +$227K +3,077 +67%
SC
575
Schulhoff & Co
Ohio
$560K +$443 +6 +0.1%
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23
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