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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 %
CPA
601
Capital Planning Advisors
California
$475K – – –
IC
602
Investment Counsel
Michigan
$470K +$470K +6,361 New
JC
603
Jacobs & Co
California
$468K – – –
HCM
604
Hutchinson Capital Management
California
$468K – – –
AMIM
605
Aull & Monroe Investment Management
Alabama
$465K -$11.3K -152 -2%
BC
606
Banced Corp
Illinois
$461K +$37.1K +450 +9%
MAM
607
Mastrapasqua Asset Management
Tennessee
$458K -$4.85M -65,645 -91%
PM
608
Penbrook Management
New York
$454K – – –
1SB
609
1ST Source Bank
Indiana
$452K +$18.8K +254 +4%
BCMO
610
Buckingham Capital Management (Ohio)
Ohio
$449K -$42K -569 -9%
CC
611
Courier Capital
New York
$446K -$10.8K -146 -2%
BT
612
Beacon Trust
New Jersey
$446K – – –
IC
613
Inverness Counsel
New York
$446K – – –
GI
614
Glovista Investments
New Jersey
$444K +$444K +6,006 New
WA1
615
Wimmer Associates 1
California
$442K -$892K -12,075 -67%
STMM
616
South Texas Money Management
Texas
$438K +$28.5K +385 +7%
FAT
617
First American Trust
California
$436K -$52K -703 -11%
FBT
618
First Bankers Trust
Kentucky
$433K -$243K -3,292 -36%
OAM
619
Occidental Asset Management
California
$428K +$90.3K +1,222 +27%
JHIU
620
Janus Henderson Investors US
Colorado
$421K +$57.8K +782 +16%
FNB
621
First Niagara Bank
New York
$420K – – –
BP
622
Ballentine Partners
Massachusetts
$417K +$47.5K +643 +13%
PFP
623
Pinnacle Financial Partners
Tennessee
$414K -$61.2K -837 -13%
CIS
624
Connors Investor Services
Pennsylvania
$413K – – –
CCM
625
Canal Capital Management
Virginia
$412K +$19.7K +267 +5%
23 24
25
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