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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 %
HW
876
Hedeker Wealth
Illinois
$453 +$453 +5,419 New
SBL
877
Sargent Bickham Lagudis
Colorado
$295 +$35 +494 +13%
TH
878
TCTC Holdings
Texas
– -$35.1M -474,724 Closed
WRF
879
Waddell & Reed Financial
Kansas
– -$22.6M -305,003 Closed
CC
880
Carlson Capital
Texas
– -$13.1M -177,231 Closed
Mackenzie Financial
881
Mackenzie Financial
Ontario, Canada
– -$8.8M -119,043 Closed
OMC
882
Old Mission Capital
Illinois
– -$8.48M -114,744 Closed
TNB
883
Thomasville National Bank
Georgia
– -$4.17M -56,356 Closed
TGI
884
Tradewinds Global Investors
California
– -$2.82M -38,155 Closed
RhumbLine Advisers
885
RhumbLine Advisers
Massachusetts
– -$2.47M -33,338 Closed
NEI
886
Northwest & Ethical Investments
Ontario, Canada
– -$1.3M -17,521 Closed
BW
887
Bison Wealth
Georgia
– -$1.12M -15,208 Closed
CCM
888
Carderock Capital Management
Maryland
– -$994K -13,450 Closed
RDM
889
Retirement Design & Management
Connecticut
– -$814K -11,015 Closed
SJIC
890
St. James Investment Company
Texas
– -$761K -10,288 Closed
N
891
Natixis
France
– -$585K -7,912 Closed
BCM
892
BTC Capital Management
Iowa
– -$560K -7,559 Closed
HPCM
893
High Pointe Capital Management
Illinois
– -$541K -7,321 Closed
IC
894
Investment Counsel
Michigan
– -$470K -6,361 Closed
MAM
895
Mastrapasqua Asset Management
Tennessee
– -$458K -6,199 Closed
GI
896
Glovista Investments
New Jersey
– -$444K -6,006 Closed
RCM
897
RNC Capital Management
California
– -$381K -5,148 Closed
HVIA
898
Hudson Valley Investment Advisors
New York
– -$296K -4,006 Closed
FHC
899
First Heartland Consultants
Missouri
– -$279 -3,775 Closed
TAM
900
Todd Asset Management
Kentucky
– -$275K -3,716 Closed
33 34 35
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