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

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$115M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$36.7M
3
Dodge & Cox
Dodge & Cox
California
$3.44B
4
TH
TCTC Holdings
Texas
$0
5
Fisher Asset Management
Fisher Asset Management
Washington
$479M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
776
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$79K -$2.12K -30 -3%
HL
777
Harding Loevner
New Jersey
$77K +$7.11K +101 +10%
CPP
778
Crow Point Partners
Massachusetts
$76K +$76K +1,067 New
QAM
779
QCI Asset Management
New York
$72K – – –
PR
780
Payden & Rygel
California
$69K – – –
TF
781
Tompkins Financial
New York
$69K +$2.32K +33 +3%
Carson Wealth (CWM LLC)
782
Carson Wealth (CWM LLC)
Nebraska
$68K +$7.87K +112 +13%
ANBT
783
American National Bank & Trust
Texas
$68K +$39.5K +558 +139%
HI
784
Hudock Inc
Pennsylvania
$67K – – –
Schroder Investment Management Group
785
Schroder Investment Management Group
United Kingdom
$66K – – –
BNP Paribas Financial Markets
786
BNP Paribas Financial Markets
France
$65.4K – – –
TI
787
Turner Investments
Pennsylvania
$63K +$15.7K +223 +33%
WP
788
WealthPLAN Partners
Nebraska
$61.3K -$35.7K -505 -37%
WA
789
Winfield Associates
Ohio
$56K – – –
CCM
790
Cribstone Capital Management
Maine
$56K – – –
AF
791
Arrow Financial
New York
$55K – – –
CF
792
CenterStar Fund
Illinois
$54K – – –
H
793
Hexavest
Quebec, Canada
$52K – – –
TCM
794
Tradewinds Capital Management
Washington
$51K +$985 +14 +2%
DBT
795
Dubuque Bank & Trust
Iowa
$50K +$1.56K +22 +3%
NC
796
NewSquare Capital
Pennsylvania
$49K – – –
BKA
797
Brick & Kyle Associates
Pennsylvania
$48K – – –
AA
798
Apriem Advisors
California
$48K – – –
KAS
799
Kemnay Advisory Services
New York
$47K – – –
BAM
800
Barrett Asset Management
New York
$47K – – –
30 31
32
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