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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 %
SCM
901
Stevens Capital Management
Pennsylvania
– -$1.02M -15,775 Closed
SMH
902
Sanders Morris Harris
Texas
– -$887K -13,660 Closed
OA
903
Oak Associates
Ohio
– -$826K -12,722 Closed
P
904
Pitcairn
Pennsylvania
– -$722K -11,128 Closed
YP
905
Yellowstone Partners
Idaho
– -$671K -10,340 Closed
VFS
906
VSR Financial Services
Kansas
– -$508K -7,828 Closed
SSA
907
Schonfeld Strategic Advisors
New York
– -$350K -5,394 Closed
HP
908
Hikari Power
Japan
– -$344K -5,301 Closed
Susquehanna International Group
909
Susquehanna International Group
Pennsylvania
– -$302K -4,648 Closed
BTNA
910
Bremer Trust National Association
Minnesota
– -$301K -4,641 Closed
Walleye Trading
911
Walleye Trading
New York
– -$292K -4,501 Closed
NIT
912
NumerixS Investment Technologies
British Columbia, Canada
– -$261K -4,018 Closed
PL
913
Plancorp LLC
Missouri
– -$252K -3,868 Closed
BCA
914
Bray Capital Advisors
Florida
– -$244K -3,758 Closed
LCP
915
Lombardia Capital Partners
California
– -$240K -3,694 Closed
BIT
916
BlackRock Institutional Trust
California
– -$232K -3,571 Closed
GCP
917
GSA Capital Partners
United Kingdom
– -$231K -3,552 Closed
JG
918
Jefferies Group
New York
– -$221K -3,404 Closed
FB
919
Fulton Bank
Pennsylvania
– -$216K -3,329 Closed
PWAG
920
Polaris Wealth Advisory Group
California
– -$209K -3,227 Closed
YMRC
921
Yorktown Management & Research Company
Virginia
– -$152K -2,344 Closed
MBT
922
Monroe Bank & Trust
Michigan
– -$67K -1,032 Closed
FTUS
923
Flow Traders U.S.
New York
– -$64K -982 Closed
DLHL
924
Donald L. Hagan LLC
Florida
– -$61K -946 Closed
TFA
925
Transamerica Financial Advisors
Florida
– -$33K -502 Closed
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