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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 %
PWM
776
Perigon Wealth Management
California
$85K – – –
SEC
777
Seven Eight Capital
New York
$80K +$80K +1,078 New
RCM
778
Riverhead Capital Management
Delaware
$77K -$3.82M -65,701 -98%
QAM
779
QCI Asset Management
New York
$75K – – –
HL
780
Harding Loevner
New Jersey
$73K +$13.9K +189 +24%
PR
781
Payden & Rygel
California
$72K – – –
TF
782
Tompkins Financial
New York
$70K – – –
HI
783
Hudock Inc
Pennsylvania
$70K +$2.05K +28 +3%
BlackRock
784
BlackRock
New York
$70K +$70K +947 New
BNP Paribas Financial Markets
785
BNP Paribas Financial Markets
France
$68.3K – – –
Schroder Investment Management Group
786
Schroder Investment Management Group
United Kingdom
$68K – – –
MWP
787
MYCIO Wealth Partners
Pennsylvania
$66K +$6.36K +86 +11%
Carson Wealth (CWM LLC)
788
Carson Wealth (CWM LLC)
Nebraska
$63K +$1.4K +19 +2%
CCM
789
Cribstone Capital Management
Maine
$60K +$60K +817 New
AF
790
Arrow Financial
New York
$58K – – –
WA
791
Winfield Associates
Ohio
$58K +$1.25K +17 +2%
H
792
Hexavest
Quebec, Canada
$54K – – –
TCM
793
Tradewinds Capital Management
Washington
$53K – – –
AA
794
Apriem Advisors
California
$51K -$6.55K -88 -11%
NC
795
NewSquare Capital
Pennsylvania
$51K +$1.11K +15 +2%
WP
796
WealthPLAN Partners
Nebraska
$50.8K +$50.8K +1,373 New
DBT
797
Dubuque Bank & Trust
Iowa
$50K -$59K -806 -54%
BAM
798
Barrett Asset Management
New York
$50K -$1.94K -26 -4%
TI
799
Turner Investments
Pennsylvania
$50K – – –
KAS
800
Kemnay Advisory Services
New York
$50K – – –
30 31
32
33 34