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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 %
HPBT
826
High Point Bank & Trust
North Carolina
$31K – – –
KTC
827
Kistler-Tiffany Companies
Pennsylvania
$30K -$640 -9 -2%
DIA
828
Davidson Investment Advisors
Montana
$30K +$1.95K +28 +7%
TRCT
829
Tower Research Capital (TRC)
New York
$28K -$64.5K -926 -70%
GWS
830
Glassman Wealth Services
Virginia
$28K – – –
GI
831
Gradient Investments
Minnesota
$28K +$12.2K +171 +77%
TFO
832
Tarbox Family Office
California
$27K – – –
TDC
833
Thompson Davis & Co
Virginia
$27K +$2.59K +36 +11%
BWP
834
Baldwin Wealth Partners
Massachusetts
$22K -$8.95M -124,904 -100%
KPCM
835
Kings Point Capital Management
New York
$22K -$11.8K -165 -35%
KIG
836
Kessler Investment Group
Indiana
$22K – – –
AIM
837
Advantage Investment Management
Iowa
$22K – – –
AF
838
Allworth Financial
California
$21K -$1.74K -25 -8%
CYG
839
Clean Yield Group
Vermont
$21K +$4.85K +67 +30%
SIG
840
Stanford Investment Group
California
$20K – – –
TA
841
Teachers Advisors
New York
$17K – – –
CBT
842
Central Bank & Trust
Kentucky
$17K – – –
BL
843
Balentine LLC
Georgia
$17K +$4.76K +68 +39%
SAM
844
Solaris Asset Management
New York
$17K +$17K +240 New
LCM
845
Liberty Capital Management
Michigan
$16K +$16K +223 New
AIM
846
Arcadia Investment Management
Michigan
$15K – – –
CFA
847
Camarda Financial Advisors
Florida
$13K -$11K -158 -46%
AC
848
Alexandria Capital
Virginia
$13K – – –
RPG
849
Risk Paradigm Group
Texas
$12.3K – – –
LOT
850
Lombard Odier Transatlantic
Quebec, Canada
$12K – – –
32 33
34
35 36