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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.

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
1
Macquarie Group
Australia
$247M
2
Parnassus Investments
2
Parnassus Investments
California
$287M
3
T
3
Thomaspartners
Massachusetts
$216M
4
Aristotle Capital Management
4
Aristotle Capital Management
California
$226M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$99.7M

Top Sellers

1
IC
1
Institutional Capital
Illinois
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$187M
3
Dodge & Cox
3
Dodge & Cox
California
$3.66B
4
State Street
4
State Street
Massachusetts
$261M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
51
BlackRock Investment Management
Delaware
$54.1M +$6.26M +84,710 +13%
RJA
52
Raymond James & Associates
Florida
$52.7M +$5.86M +79,226 +13%
SEI Investments
53
SEI Investments
Pennsylvania
$51.6M -$244K -3,304 -0.5%
USAA
54
United Services Automobile Association
Texas
$51.2M -$9.95M -134,629 -16%
BTS
55
BB&T Securities
Virginia
$47.6M +$1.16M +15,738 +3%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$47.2M -$2.31M -31,226 -5%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$46.6M -$1.4M -18,963 -3%
OCM
58
Osterweis Capital Management
California
$43.6M -$9.67M -130,851 -18%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$42.7M +$2.06M +27,872 +5%
BFS
60
Bradley Foster & Sargent
Connecticut
$42.1M -$899K -12,158 -2%
TIM
61
Thornburg Investment Management
New Mexico
$40.6M -$1.82M -24,626 -4%
Brown Advisory
62
Brown Advisory
Maryland
$40.5M -$3.48M -47,088 -8%
BG
63
Bahl & Gaynor
Ohio
$39.7M -$21.2M -286,123 -35%
DLA
64
Douglas Lane & Associates
New York
$39.4M -$2.18M -29,544 -5%
Marshall Wace
65
Marshall Wace
United Kingdom
$37.5M +$37.5M +507,281 New
Neuberger Berman Group
66
Neuberger Berman Group
New York
$37.4M +$1.69M +22,888 +5%
1832 Asset Management
67
1832 Asset Management
Ontario, Canada
$37.1M +$8.75M +117,765 +31%
First Manhattan
68
First Manhattan
New York
$37M -$2.64M -35,724 -7%
BC
69
Bartlett & Co
Ohio
$36.9M +$435K +5,881 +1%
O
70
OppenheimerFunds
New York
$35.8M +$2.26M +30,554 +7%
NPA
71
Nichols & Pratt Advisers
Massachusetts
$35.7M +$587K +7,935 +2%
TH
72
TCTC Holdings
Texas
$35.1M -$9.32K -126 -0%
CTB
73
Country Trust Bank
Illinois
$34.7M +$41.8K +566 +0.1%
DWA
74
Douglass Winthrop Advisors
New York
$32.9M +$493K +6,669 +2%
TAM
75
Tocqueville Asset Management
New York
$31.7M +$2.79M +37,737 +10%
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