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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 %
ST
701
Sabal Trust
Florida
$235K -$39.5K -559 -14%
WB
702
WesBanco Bank
West Virginia
$235K – – –
Simplex Trading
703
Simplex Trading
Illinois
$234K -$158K -2,242 -40%
IC
704
Inverness Counsel
New York
$233K -$194K -2,734 -45%
BRWA
705
B. Riley Wealth Advisors
Florida
$233K +$7.64K +107 +3%
FMW
706
Farr Miller & Washington
District of Columbia
$232K -$29.5K -419 -11%
MMPW
707
Mitchell McLeod Pugh & Williams
Alabama
$232K – – –
NFG
708
Nations Financial Group
Iowa
$230K -$21.5K -303 -9%
HSBC Holdings
709
HSBC Holdings
United Kingdom
$230K +$222K +3,125 +2,694%
Group One Trading
710
Group One Trading
Illinois
$229K -$546K -7,730 -70%
RMDI
711
R.M. Davis Inc
Maine
$227K -$39.8K -564 -15%
WP
712
WealthSource Partners
California
$227K -$2.98K -42 -1%
WPP
713
Whalerock Point Partners
Rhode Island
$226K +$226K +3,203 New
JCM
714
Jacobi Capital Management
Pennsylvania
$225K – – –
HIC
715
Holderness Investments Company
North Carolina
$223K – – –
CGL
716
Clarius Group LLC
Washington
$223K +$1.41K +20 +0.6%
CFG
717
Citizens Financial Group
Rhode Island
$222K -$4.66K -66 -2%
LIA
718
LS Investment Advisors
Michigan
$220K – – –
SCM
719
Schnieders Capital Management
California
$220K +$9.85K +139 +5%
GW
720
GW & Wade
Massachusetts
$218K -$842K -11,874 -79%
TA
721
Tiedemann Advisors
New York
$218K +$218K +3,348 New
IWM
722
Integrated Wealth Management
California
$217K -$73.1K -1,033 -25%
AA
723
Ancora Advisors
Ohio
$217K – – –
WAM
724
Wealthspire Advisors (Maryland)
Maryland
$214K -$1.98K -28 -0.9%
EFSCE
725
Enterprise Financial Services Corp (EFSC)
Missouri
$214K +$4.81K +68 +2%
27 28
29
30 31