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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 %
PWMAG
676
Pinnacle Wealth Management Advisory Group
New Jersey
$275K +$37.1K +524 +16%
BJL
677
Brighton Jones LLC
Washington
$274K +$354 +5 +0.1%
AZA
678
Arthur Zaske & Associates
Michigan
$272K +$272K +3,847 New
CBU
679
CIBC Bank USA
Illinois
$270K – – –
MJRIC
680
Mogy Joel R Investment Counsel
California
$267K +$267K +3,779 New
RG
681
Rathbones Group
United Kingdom
$265K – – –
VST
682
Van Strum & Towne
California
$264K – – –
HJA
683
Hugh Johnson Advisors
New York
$264K +$1.56K +22 +0.6%
EAM
684
Eagle Asset Management
Florida
$262K +$282 +4 +0.1%
AFWA
685
Ancora Family Wealth Advisors
Ohio
$262K +$262K +3,707 New
AHB
686
Abner Herrman & Brock
New Jersey
$261K -$1.91K -27 -0.7%
AWA
687
ARS Wealth Advisors
Florida
$255K +$255K +3,605 New
BCM
688
Brookstone Capital Management
Illinois
$252K -$2.9K -41 -1%
LIM
689
Leavell Investment Management
Alabama
$248K -$115K -1,618 -32%
AL
690
Agran Libbie
California
$246K +$15.8K +223 +7%
JWS
691
Juncture Wealth Strategies
Arizona
$245K -$324K -4,575 -57%
FFWA
692
FRG Family Wealth Advisors
Washington
$245K – – –
KCM
693
Kanawha Capital Management
Virginia
$245K – – –
PTC
694
Private Trust Company
Ohio
$245K +$17K +241 +7%
FC
695
Forte Capital
New York
$241K -$63.2K -893 -21%
BCM
696
BTR Capital Management
California
$241K +$4.03K +57 +2%
JDR
697
Jay D. Rosenbaum
$240K +$7.84K +111 +3%
WAS
698
WESPAC Advisors SoCal
California
$239K -$25.7K -363 -10%
SBIA
699
Sheaff Brock Investment Advisors
Indiana
$238K -$11.8K -167 -5%
CIM
700
CIM Investment Management
Pennsylvania
$237K +$237K +3,348 New
26 27
28
29 30