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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.

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
1
Parnassus Investments
California
$338M
2
Franklin Resources
2
Franklin Resources
California
$1B
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$36.3M
4
SEI Investments
4
SEI Investments
Pennsylvania
$73.8M
5
RJA
5
Raymond James & Associates
Florida
$71.6M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$115M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$36.7M
3
Dodge & Cox
3
Dodge & Cox
California
$3.44B
4
TH
4
TCTC Holdings
Texas
$0
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$479M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
51
Edge Asset Management
Washington
$65.3M +$719K +10,155 +1%
MHI
52
Miller Howard Investments
New York
$58.7M -$5.7M -80,533 -9%
BIM
53
BlackRock Investment Management
Delaware
$56.5M +$4.75M +67,087 +9%
USAA
54
United Services Automobile Association
Texas
$48.5M -$498K -7,043 -1%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$47.5M +$2.91M +41,075 +7%
BTS
56
BB&T Securities
Virginia
$46.4M +$825K +11,664 +2%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$44.9M -$269K -3,809 -0.6%
BFS
58
Bradley Foster & Sargent
Connecticut
$40M -$278K -3,928 -0.7%
OCM
59
Osterweis Capital Management
California
$39.8M -$1.95M -27,566 -5%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$39.2M -$1.63M -23,056 -4%
Brown Advisory
61
Brown Advisory
Maryland
$37.6M -$1.15M -16,231 -3%
DLA
62
Douglas Lane & Associates
New York
$37.2M -$505K -7,135 -1%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$36.7M -$70.5M -996,024 -66%
BG
64
Bahl & Gaynor
Ohio
$36.5M -$1.53M -21,642 -4%
1832 Asset Management
65
1832 Asset Management
Ontario, Canada
$36.4M +$1.1M +15,557 +3%
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$36.3M +$36.3M +512,543 New
TIM
67
Thornburg Investment Management
New Mexico
$36.2M -$2.73M -38,631 -7%
BC
68
Bartlett & Co
Ohio
$35.6M +$293K +4,137 +0.8%
Marshall Wace
69
Marshall Wace
United Kingdom
$35.5M -$432K -6,104 -1%
NPA
70
Nichols & Pratt Advisers
Massachusetts
$34.1M -$67.9K -960 -0.2%
Neuberger Berman Group
71
Neuberger Berman Group
New York
$33.2M -$2.59M -36,607 -7%
CTB
72
Country Trust Bank
Illinois
$33.1M -$58.3K -824 -0.2%
TAM
73
Tocqueville Asset Management
New York
$32.5M +$2.14M +30,209 +7%
DWA
74
Douglass Winthrop Advisors
New York
$32M +$461K +6,522 +1%
First Manhattan
75
First Manhattan
New York
$30.5M -$4.9M -69,273 -14%
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