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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 %
BSW
726
Buckingham Strategic Wealth
Missouri
$228K +$228K +3,078 New
MHS
727
M Holdings Securities
Oregon
$227K +$227K +3,073 New
DY
728
Dowling & Yahnke
California
$227K +$227K +3,077 New
AA
729
Ancora Advisors
Ohio
$226K +$226K +3,062 New
WAM
730
Wealthspire Advisors (Maryland)
Maryland
$225K +$8.71K +118 +4%
BOS
731
Bank of Stockton
California
$220K -$8.14K -110 -4%
PCM
732
Pointe Capital Management
Michigan
$220K +$220K +2,975 New
SCM
733
Schnieders Capital Management
California
$219K +$219K +2,965 New
EFSCE
734
Enterprise Financial Services Corp (EFSC)
Missouri
$218K -$7.3K -99 -3%
AAM
735
Aureus Asset Management
Massachusetts
$215K +$215K +2,902 New
ARMT
736
Amica Retiree Medical Trust
Rhode Island
$214K – – –
SSWM
737
Sheets Smith Wealth Management
North Carolina
$214K +$214K +2,890 New
CIA
738
Choate Investment Advisors
Massachusetts
$212K +$212K +2,868 New
RCA
739
Rowland Carmichael Advisors
Arizona
$212K +$212K +2,873 New
LW
740
Linscomb Wealth
Texas
$206K +$206K +2,780 New
B
741
BancorpSouth
Mississippi
$206K +$206K +2,783 New
MBTD
742
Mechanics Bank - Trust Department
California
$206K +$206K +2,790 New
NFC
743
Northeast Financial Consultants
Connecticut
$206K +$206K +2,790 New
VNA
744
VNBTrust National Association
Virginia
$203K +$203K +2,742 New
MMG
745
Monetary Management Group
Missouri
$193K – – –
LNB
746
Ledyard National Bank
$193K +$23.2K +314 +14%
NEAM
747
New England Asset Management
Connecticut
$186K – – –
QCG
748
Quadrant Capital Group
Ohio
$186K +$47.1K +666 +34%
PFSC
749
Peoples Financial Services Corp
Pennsylvania
$175K – – –
CAL
750
Capital Analysts LLC
Pennsylvania
$172K +$5.77K +78 +3%
28 29
30
31 32