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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 %
MSS
901
Mitchell Sinkler & Starr
Pennsylvania
– -$260K -3,511 Closed
Squarepoint
902
Squarepoint
New York
– -$251K -3,398 Closed
HF
903
HRT Financial
New York
– -$239K -3,233 Closed
WAM
904
Weatherly Asset Management
California
– -$237K -3,205 Closed
BSW
905
Buckingham Strategic Wealth
Missouri
– -$228K -3,078 Closed
MHS
906
M Holdings Securities
Oregon
– -$227K -3,073 Closed
PCM
907
Pointe Capital Management
Michigan
– -$220K -2,975 Closed
NFC
908
Northeast Financial Consultants
Connecticut
– -$206K -2,790 Closed
MBTD
909
Mechanics Bank - Trust Department
California
– -$206K -2,790 Closed
B
910
BancorpSouth
Mississippi
– -$206K -2,783 Closed
VNA
911
VNBTrust National Association
Virginia
– -$203K -2,742 Closed
CG
912
Cutler Group
California
– -$120K -1,624 Closed
SEC
913
Seven Eight Capital
New York
– -$80K -1,078 Closed
ACM
914
Armbruster Capital Management
New York
– -$33K -446 Closed
TIM
915
Tortoise Investment Management
New York
– -$14K -195 Closed
SCM
916
Southport Capital Management
Tennessee
– -$8K -112 Closed
VCM
917
Vigilant Capital Management
Maine
– -$8K -112 Closed
CWM
918
Catamount Wealth Management
Connecticut
– -$8K -108 Closed
MCM
919
MV Capital Management
Maryland
– -$7K -94 Closed
MA
920
MCF Advisors
Kentucky
– -$2K -30 Closed
33 34 35 36
37