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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 %
CIA
651
Capital Investment Advisors
Georgia
$318K +$2.9K +41 +0.9%
IWA
652
Intercontinental Wealth Advisors
Texas
$315K -$30.6K -433 -9%
NDSI
653
Newman Dignan & Sheerar Inc
Rhode Island
$315K – – –
SNT
654
Security National Trust
West Virginia
$314K -$15.8K -224 -5%
LA
655
Lau Associates
Delaware
$314K – – –
FFA
656
First Foundation Advisors
California
$312K +$5.3K +75 +2%
RCAG
657
Rehmann Capital Advisory Group
Michigan
$310K -$9.89K -140 -3%
WSCM
658
Wellington Shields Capital Management
New York
$308K – – –
HAG
659
HighPoint Advisor Group
Illinois
$308K +$93.7K +1,441 +44%
AW
660
ACG Wealth
Georgia
$304K +$10.1K +143 +3%
PCM
661
Palisade Capital Management
New Jersey
$303K – – –
SI
662
SII Investments
Wisconsin
$301K -$90.8K -1,278 -23%
Mariner
663
Mariner
Kansas
$301K +$301K +4,241 New
FRM
664
Fox Run Management
Connecticut
$300K -$182K -2,567 -38%
EMB
665
Elefante Mark B
$300K – – –
MG
666
Markel Group
Virginia
$292K – – –
OIA
667
Optimum Investment Advisors
Illinois
$291K +$21.9K +310 +8%
WI
668
Wintrust Investments
Illinois
$289K -$40K -565 -12%
BBA
669
BLB&B Advisors
Pennsylvania
$289K -$15.8K -223 -5%
AAM
670
Aureus Asset Management
Massachusetts
$288K +$82.8K +1,170 +40%
DDPIC
671
Deroy & Devereaux Private Investment Counsel
Michigan
$284K – – –
CA
672
Cullinan Associates
Kentucky
$284K – – –
NL
673
NWAM LLC
Washington
$282K +$282K +3,989 New
CNBT
674
Canandaigua National Bank & Trust
New York
$278K -$9.98K -141 -3%
WMSA
675
Weiss Multi-Strategy Advisers
New York
$276K -$11.4K -162 -4%
25 26
27
28 29