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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 %
JWA
801
JFS Wealth Advisors
Pennsylvania
$50K – – –
BKA
802
Brick & Kyle Associates
Pennsylvania
$50K – – –
HCM
803
Highlander Capital Management
New Jersey
$49K – – –
FNBSF
804
First National Bank Sioux Falls
South Dakota
$47K – – –
BCM
805
Blume Capital Management
California
$47K – – –
GBT
806
Grove Bank & Trust
Florida
$47K – – –
KKAMG
807
Kernodle & Katon Asset Management Group
Arkansas
$45K – – –
FMP
808
Financial Management Professionals
Texas
$45K – – –
PMFA
809
Plante Moran Financial Advisors
Michigan
$43K +$26K +355 +152%
WI
810
Wintrust Investments
Illinois
$43K +$43K +4,646 New
WA
811
WealthTrust-Arizona
Arizona
$42K +$1.24K +17 +3%
Nisa Investment Advisors
812
Nisa Investment Advisors
Missouri
$42K +$2.66K +37 +7%
PCM
813
Polaris Capital Management
Massachusetts
$41K -$8.23K -112 -17%
KF
814
Krilogy Financial
Missouri
$41K -$5.76K -78 -12%
HIIFS
815
Harel Insurance Investments & Financial Services
Israel
$41K – – –
CFS
816
Commonwealth Financial Services
West Virginia
$39K – – –
JIC
817
Joel Isaacson & Co
New York
$38K – – –
CAW
818
Cornerstone Advisors (Washington)
Washington
$36K +$1.97K +27 +6%
KPCM
819
Kings Point Capital Management
New York
$35K – – –
MFBTD
820
MB Financial Bank - Trust Department
Illinois
$34K – – –
IP
821
Isthmus Partners
Wisconsin
$33K – – –
ACM
822
Armbruster Capital Management
New York
$33K – – –
KTC
823
Kistler-Tiffany Companies
Pennsylvania
$32K -$66.6K -897 -68%
HPBT
824
High Point Bank & Trust
North Carolina
$32K – – –
ANBT
825
American National Bank & Trust
Texas
$30K -$5.08K -68 -14%
31 32
33
34 35