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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 %
FFBTD
626
First Financial Bank - Trust Division
Ohio
$376K +$12.7K +180 +4%
FA
627
FCG Advisors
New Jersey
$373K -$7K -99 -2%
BWAM
628
Boyd Watterson Asset Management
Ohio
$372K -$157K -2,212 -30%
OCG
629
Opus Capital Group
Ohio
$371K – – –
PFM
630
Parsec Financial Management
North Carolina
$370K +$6.37K +90 +2%
CFA
631
Carroll Financial Associates
North Carolina
$368K +$5.72K +81 +2%
Walleye Trading
632
Walleye Trading
New York
$368K +$368K +5,199 New
BCMO
633
Buckingham Capital Management (Ohio)
Ohio
$364K -$66.4K -938 -15%
SS
634
Sunbelt Securities
Texas
$363K +$4.52K +64 +1%
BFC
635
Blue Fin Capital
Rhode Island
$358K -$10.6K -150 -3%
CS
636
Comerica Securities
Michigan
$358K +$14.4K +203 +4%
CIS
637
Connors Investor Services
Pennsylvania
$355K -$39.4K -558 -10%
SCM
638
SOL Capital Management
Maryland
$355K – – –
RWA
639
Ropes Wealth Advisors
Massachusetts
$355K +$11.9K +168 +3%
CS
640
Credential Securities
$354K +$121K +1,715 +52%
CBTWT
641
Community Bank & Trust (Waco, Texas)
Texas
$352K -$7.92K -112 -2%
Janus Henderson Group
642
Janus Henderson Group
United Kingdom
$352K +$42.1K +596 +14%
FAT
643
First American Trust
California
$346K -$71.1K -1,005 -17%
WTB
644
Washington Trust Bank
Washington
$345K +$27.7K +391 +9%
AP
645
Advisor Partners
California
$344K +$96.9K +1,368 +39%
MC
646
Miles Capital
Iowa
$340K +$340K +4,799 New
GT
647
Greenleaf Trust
Michigan
$337K +$337K +4,758 New
NCM
648
Noesis Capital Mangement
Florida
$334K +$4.17K +59 +1%
CCA
649
Cobblestone Capital Advisors
New York
$328K -$11.9K -168 -4%
SYBT
650
Stock Yards Bank & Trust
Kentucky
$318K -$42.5K -601 -12%
24 25
26
27 28