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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 %
Sanders Capital
676
Sanders Capital
Florida
$297K -$74.2K -1,004 -20%
DDPIC
677
Deroy & Devereaux Private Investment Counsel
Michigan
$297K – – –
CA
678
Cullinan Associates
Kentucky
$297K – – –
HVIA
679
Hudson Valley Investment Advisors
New York
$296K -$139K -1,881 -32%
ST
680
Sabal Trust
Florida
$287K -$141K -1,914 -33%
BJL
681
Brighton Jones LLC
Washington
$286K +$46.5K +630 +19%
CBU
682
CIBC Bank USA
Illinois
$281K -$48K -652 -15%
OIA
683
Optimum Investment Advisors
Illinois
$281K – – –
RMDI
684
R.M. Davis Inc
Maine
$279K -$23K -312 -8%
RG
685
Rathbones Group
United Kingdom
$277K +$4.28K +58 +2%
WAS
686
WESPAC Advisors SoCal
California
$276K +$41.3K +558 +18%
VST
687
Van Strum & Towne
California
$276K – – –
TAM
688
Todd Asset Management
Kentucky
$275K – – –
AHB
689
Abner Herrman & Brock
New Jersey
$274K -$64.1K -869 -19%
FMW
690
Farr Miller & Washington
District of Columbia
$274K -$2.66K -36 -1%
EAM
691
Eagle Asset Management
Florida
$274K – – –
HJA
692
Hugh Johnson Advisors
New York
$274K +$18.4K +249 +7%
SBL
693
Sargent Bickham Lagudis
Colorado
$271K +$62.4K +845 +30%
BCM
694
Brookstone Capital Management
Illinois
$266K +$31.5K +426 +13%
NFG
695
Nations Financial Group
Iowa
$262K -$16.4K -222 -6%
SBIA
696
Sheaff Brock Investment Advisors
Indiana
$261K -$6.14K -83 -2%
MSS
697
Mitchell Sinkler & Starr
Pennsylvania
$260K -$16.5K -223 -6%
AP
698
Advisor Partners
California
$258K +$26K +352 +11%
FFWA
699
FRG Family Wealth Advisors
Washington
$256K – – –
KCM
700
Kanawha Capital Management
Virginia
$256K – – –
26 27
28
29 30