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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 %
DJSG
601
D.J. St. Germain
Massachusetts
$423K +$31.9K +451 +8%
FBT
602
First Bankers Trust
Kentucky
$422K +$7.92K +112 +2%
JFA
603
JNBA Financial Advisors
Minnesota
$417K -$548K -7,745 -57%
S
604
SignatureFD
Georgia
$417K +$99.8K +1,410 +31%
ASN
605
Advisory Services Network
Georgia
$416K +$33.5K +474 +9%
CC
606
Courier Capital
New York
$415K -$11.9K -168 -3%
PFP
607
Pinnacle Financial Partners
Tennessee
$414K – – –
OAM
608
Occidental Asset Management
California
$412K +$1.7K +24 +0.4%
PPSG
609
Princeton Portfolio Strategies Group
New Jersey
$409K -$558K -7,883 -58%
DC
610
Davenport & Co
Virginia
$408K -$135K -1,902 -25%
JHIU
611
Janus Henderson Investors US
Colorado
$403K – – –
CCM
612
Canal Capital Management
Virginia
$400K +$5.94K +84 +2%
WA1
613
Wimmer Associates 1
California
$399K -$23.7K -335 -6%
FMA
614
FNY Managed Accounts
New York
$395K +$395K +5,580 New
PIM
615
Penobscot Investment Management
Massachusetts
$393K -$62.4K -882 -14%
STMM
616
South Texas Money Management
Texas
$392K -$27.2K -385 -6%
BP
617
Ballentine Partners
Massachusetts
$392K -$7.29K -103 -2%
IAA
618
Ironsides Asset Advisors
North Carolina
$392K +$27.8K +393 +8%
CLOS
619
Compagnie Lombard Odier SCmA
Switzerland
$392K +$173K +2,432 +79%
BT
620
Beacon Trust
New Jersey
$391K -$35.5K -502 -8%
BC
621
Banced Corp
Illinois
$391K -$5.45K -77 -1%
GVT
622
Genesee Valley Trust
New York
$389K +$3.89K +55 +1%
Luther King Capital Management (LKCM)
623
Luther King Capital Management (LKCM)
Texas
$388K -$2.05K -29 -0.5%
WHG
624
Westwood Holdings Group
Texas
$381K +$381K +5,379 New
CA
625
Cetera Advisors
Colorado
$380K -$171K -2,418 -31%
23 24
25
26 27