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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 %
PRS
701
Pinkerton Retirement Specialists
Idaho
$255K +$255K +3,443 New
Squarepoint
702
Squarepoint
New York
$251K +$251K +3,398 New
PWMAG
703
Pinnacle Wealth Management Advisory Group
New Jersey
$249K +$10.4K +140 +4%
BCM
704
BTR Capital Management
California
$248K -$1.62M -21,836 -87%
WB
705
WesBanco Bank
West Virginia
$245K -$40.8K -553 -14%
HAG
706
HighPoint Advisor Group
Illinois
$244K +$78.9K +1,065 +48%
CS
707
Credential Securities
$244K -$64.8K -877 -21%
BAM
708
Burnham Asset Management
New York
$243K -$235K -3,181 -49%
JDR
709
Jay D. Rosenbaum
$243K +$243K +3,287 New
MMPW
710
Mitchell McLeod Pugh & Williams
Alabama
$242K -$12K -163 -5%
AL
711
Agran Libbie
California
$241K – – –
WP
712
WealthSource Partners
California
$240K +$3.11K +42 +1%
PTC
713
Private Trust Company
Ohio
$239K +$3.92K +53 +2%
HF
714
HRT Financial
New York
$239K +$239K +3,233 New
CFG
715
Citizens Financial Group
Rhode Island
$237K -$590 -8 -0.2%
WAM
716
Weatherly Asset Management
California
$237K – – –
PP
717
Palladium Partners
Virginia
$237K – – –
SSA
718
South Street Advisors
New York
$236K – – –
BRWA
719
B. Riley Wealth Advisors
Florida
$235K -$235K -3,157 -50%
KT
720
Kanaly Trust
Texas
$234K +$43.3K +585 +23%
JCM
721
Jacobi Capital Management
Pennsylvania
$234K +$234K +3,179 New
HIC
722
Holderness Investments Company
North Carolina
$233K -$17.6K -238 -7%
CGL
723
Clarius Group LLC
Washington
$233K +$233K +3,144 New
LIA
724
LS Investment Advisors
Michigan
$230K +$76K +1,027 +49%
CLOS
725
Compagnie Lombard Odier SCmA
Switzerland
$228K -$4.05K -55 -2%
27 28
29
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