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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 %
CS
651
Comerica Securities
Michigan
$359K +$1.11K +15 +0.3%
RWA
652
Ropes Wealth Advisors
Massachusetts
$358K -$466K -6,307 -57%
CCA
653
Cobblestone Capital Advisors
New York
$355K -$157K -2,120 -31%
SNT
654
Security National Trust
West Virginia
$345K +$14.7K +198 +4%
NCM
655
Noesis Capital Mangement
Florida
$345K +$345K +4,663 New
Jane Street
656
Jane Street
New York
$341K -$17.1M -231,263 -98%
RCAG
657
Rehmann Capital Advisory Group
Michigan
$335K -$23.2K -313 -6%
WTB
658
Washington Trust Bank
Washington
$332K +$6.59K +89 +2%
S
659
SignatureFD
Georgia
$331K +$63.8K +864 +24%
CIA
660
Capital Investment Advisors
Georgia
$329K -$3.33K -45 -1%
NDSI
661
Newman Dignan & Sheerar Inc
Rhode Island
$329K – – –
LA
662
Lau Associates
Delaware
$328K – – –
Janus Henderson Group
663
Janus Henderson Group
United Kingdom
$324K – – –
WSCM
664
Wellington Shields Capital Management
New York
$322K – – –
FFA
665
First Foundation Advisors
California
$321K -$1.47M -19,804 -82%
BBA
666
BLB&B Advisors
Pennsylvania
$319K -$5.33K -72 -2%
FC
667
Forte Capital
New York
$318K -$216K -2,912 -40%
PCM
668
Palisade Capital Management
New Jersey
$317K +$13.2K +179 +4%
EMB
669
Elefante Mark B
$314K +$18.2K +246 +6%
MPI
670
Mairs & Power Inc
Minnesota
$312K – – –
AW
671
ACG Wealth
Georgia
$307K +$29.8K +403 +11%
MG
672
Markel Group
Virginia
$305K – – –
IWM
673
Integrated Wealth Management
California
$303K +$17.6K +238 +6%
WMSA
674
Weiss Multi-Strategy Advisers
New York
$301K -$938K -12,672 -76%
CNBT
675
Canandaigua National Bank & Trust
New York
$301K -$1.41K -19 -0.5%
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