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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
$247M
2
Parnassus Investments
Parnassus Investments
California
$287M
3
T
Thomaspartners
Massachusetts
$216M
4
Aristotle Capital Management
Aristotle Capital Management
California
$226M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$99.7M

Top Sellers

1
IC
Institutional Capital
Illinois
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$187M
3
Dodge & Cox
Dodge & Cox
California
$3.66B
4
State Street
State Street
Massachusetts
$261M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
876
Lowe Wealth Advisors
Maryland
$2K +$2K +23 New
MWM
877
MinichMacGregor Wealth Management
New York
$1K – – –
FHC
878
First Heartland Consultants
Missouri
$279 +$279 +3,775 New
IC
879
Institutional Capital
Illinois
– -$276M -4,257,259 Closed
Voloridge Investment Management
880
Voloridge Investment Management
Florida
– -$25.1M -386,813 Closed
Two Sigma Investments
881
Two Sigma Investments
New York
– -$12.8M -197,894 Closed
Capital Fund Management (CFM)
882
Capital Fund Management (CFM)
France
– -$12M -185,233 Closed
QC
883
Quadrature Capital
United Kingdom
– -$11.6M -177,961 Closed
EWA
884
EP Wealth Advisors
California
– -$9.47M -145,904 Closed
SAM
885
Sectoral Asset Management
Quebec, Canada
– -$8.97M -138,166 Closed
SCM
886
Sio Capital Management
New York
– -$6.88M -106,007 Closed
LIC
887
Lodestar Investment Counsel
Illinois
– -$6.64M -102,364 Closed
TH
888
Timber Hill
Connecticut
– -$4.41M -67,876 Closed
Janney Montgomery Scott
889
Janney Montgomery Scott
Pennsylvania
– -$4.17M -64,285 Closed
QT
890
Quantbot Technologies
New York
– -$3.92M -60,354 Closed
DCM
891
Dynamic Capital Management
Jersey
– -$3.05M -46,970 Closed
NAM
892
NorthCoast Asset Management
Connecticut
– -$2.69M -41,507 Closed
CAM
893
Congress Asset Management
Massachusetts
– -$2.55M -39,237 Closed
VAM
894
Visium Asset Management
New York
– -$2.27M -34,923 Closed
PG
895
PEAK6 Group
Illinois
– -$1.8M -27,686 Closed
APTFM
896
AGUR Provident & Training Funds Management
Israel
– -$1.51M -24,174 Closed
AL
897
Airain Ltd
Guernsey
– -$1.53M -23,549 Closed
GC
898
Gratry & Company
Ohio
– -$1.52M -23,483 Closed
JWM
899
Jackson Wealth Management
Florida
– -$1.23M -18,844 Closed
AIG
900
American International Group
New York
– -$1.04M -16,058 Closed
34 35
36
37 38