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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 %
Twin Tree Management
751
Twin Tree Management
Texas
$167K -$1.48M -20,050 -90%
HR
752
Howe & Rusling
New York
$157K – – –
IWC
753
Integrated Wealth Counsel
California
$145K – – –
MFW
754
Mosaic Family Wealth
Missouri
$140K +$30.6K +414 +28%
WA
755
WFG Advisors
Texas
$134K +$10.9K +148 +9%
CFG
756
CKW Financial Group
Hawaii
$132K – – –
MRCM
757
M&R Capital Management
New Jersey
$122K +$122K +1,663 New
CG
758
Cutler Group
California
$120K +$33K +447 +38%
FA
759
Friess Associates
Delaware
$116K – – –
WC
760
Whitnell & Co
Illinois
$116K +$14.8K +201 +15%
TWA
761
TCI Wealth Advisors
Arizona
$114K – – –
FWM
762
Focused Wealth Management
New York
$111K -$957 -13 -0.9%
WEC
763
Winslow Evans & Crocker
Massachusetts
$107K – – –
ZB
764
Zions Bancorporation
Utah
$102K -$37.8K -510 -27%
IIC
765
Integrated Investment Consultants
Michigan
$102K +$6.12K +83 +6%
PO
766
Private Ocean
California
$99K – – –
EWM
767
Endurance Wealth Management
Rhode Island
$98K -$38.9K -525 -28%
JSAM
768
J. Safra Asset Management
New York
$98K +$98K +1,327 New
TRCT
769
Tower Research Capital (TRC)
New York
$98K +$98K +1,328 New
PFBT
770
Parkside Financial Bank & Trust
Missouri
$97K – – –
FPB
771
First PREMIER Bank
South Dakota
$97K +$10.3K +140 +12%
PAM
772
Panagora Asset Management
Massachusetts
$96K – – –
CIS
773
Capital International Sarl
California
$96K – – –
CHC
774
City Holding Co
West Virginia
$93K +$3.17K +43 +4%
JFGIW
775
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85K -$39.2K -529 -32%
29 30
31
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