Novartis
NVS
878 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.
76% more funds holding in top 10
Funds holding in top 10: 21 → 37 (+16)
23% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 56
13% more capital invested
Capital invested by funds: $17.3B → $19.5B (+$2.17B)
10% more repeat investments, than reductions
Existing positions increased: 341 | Existing positions reduced: 311
4% more call options, than puts
Call options by funds: $62.8M | Put options by funds: $60.5M
0% more funds holding
Funds holding: 875 → 878 (+3)
0.1% more ownership
Funds ownership: 9.94% → 10.04% (+0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$120M |
| 2 |
Parnassus Investments
San Francisco,
California
|
+$102M |
| 3 |
T
Thomaspartners
Boston,
Massachusetts
|
+$87.6M |
| 4 |
Aristotle Capital Management
Los Angeles,
California
|
+$51.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$36.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Institutional Capital
Chicago,
Illinois
|
-$276M |
| 2 |
Renaissance Technologies
New York
|
-$77.4M |
| 3 |
Dodge & Cox
San Francisco,
California
|
-$53.1M |
| 4 |
State Street
Boston,
Massachusetts
|
-$47.5M |
| 5 |
D.E. Shaw & Co
New York
|
-$45M |
NVS Hedge Fund Activity: Q2 2016 in Review
878 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q2 2016, worth a combined $19.5B — up 13% from $17.3B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new NVS positions and 56 closed out — a net gain of 13 holders — while 341 added to existing stakes and 311 trimmed.
The largest buyer was Macquarie Group, adding an estimated $120M. The largest seller was Institutional Capital, exiting entirely with an estimated $276M sold.
- 878 institutional investors held Novartis (NVS) as of Q2 2016, up from 875 in Q1 2016.
- Funds reported $19.5B of Novartis stock for Q2 2016, up 13% quarter-over-quarter.
- 69 funds opened new Novartis positions in Q2 2016 and 56 closed out, a net change of +13 holders.
- The largest Novartis buyer in Q2 2016 was Macquarie Group, an estimated $120M added.
- The largest Novartis seller in Q2 2016 was Institutional Capital, an estimated $276M sold.
Based on aggregated 13F filings for Q2 2016.