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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 %
BOS
726
Bank of Stockton
California
$210K – – –
LW
727
Linscomb Wealth
Texas
$209K +$12.3K +174 +6%
Northwestern Mutual Wealth Management
728
Northwestern Mutual Wealth Management
Wisconsin
$207K -$2.67M -37,752 -93%
CHAM
729
Clear Harbor Asset Management
Connecticut
$207K -$142K -2,009 -41%
SSA
730
South Street Advisors
New York
$205K -$20.9K -296 -9%
ARMT
731
Amica Retiree Medical Trust
Rhode Island
$205K – – –
QCG
732
Quadrant Capital Group
Ohio
$205K +$26.9K +397 +15%
SMC
733
Smith, Moore & Co
Missouri
$205K +$205K +2,902 New
PP
734
Palladium Partners
Virginia
$203K -$23.7K -335 -10%
DY
735
Dowling & Yahnke
California
$203K -$14.3K -202 -7%
RCA
736
Rowland Carmichael Advisors
Arizona
$203K – – –
CIA
737
Choate Investment Advisors
Massachusetts
$203K – – –
SSWM
738
Sheets Smith Wealth Management
North Carolina
$201K -$3.11K -44 -2%
MCM
739
Maple Capital Management
Vermont
$201K +$201K +2,841 New
PCA
740
Peddock Capital Advisors
Massachusetts
$188K +$188K +2,652 New
NEAM
741
New England Asset Management
Connecticut
$178K – – –
PFSC
742
Peoples Financial Services Corp
Pennsylvania
$168K – – –
CAL
743
Capital Analysts LLC
Pennsylvania
$165K – – –
FTUS
744
Flow Traders U.S.
New York
$163K +$163K +2,310 New
LNB
745
Ledyard National Bank
$160K -$24.9K -352 -13%
IWC
746
Integrated Wealth Counsel
California
$158K +$19.1K +270 +14%
CPIG
747
Chicago Partners Investment Group
Illinois
$158K +$158K +2,232 New
MMG
748
Monetary Management Group
Missouri
$157K -$27.6K -391 -15%
FPB
749
First PREMIER Bank
South Dakota
$154K +$61K +865 +66%
ST
750
Spot Trading
Illinois
$150K -$813K -11,495 -84%
28 29
30
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