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Novartis
NVS

878 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

76% more funds holding in top 10

Funds holding in top 10: 21 → 37 (+16)

23% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 56

13% more capital invested

Capital invested by funds: $17.3B → $19.5B (+$2.17B)

10% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 311

4% more call options, than puts

Call options by funds: $62.8M | Put options by funds: $60.5M

0% more funds holding

Funds holding: 875 → 878 (+3)

0.1% more ownership

Funds ownership: 9.94% → 10.04% (+0.1%)

Holders
878
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
23.43%
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
+$2.27M
Net Calls Change
+$2.74M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$120M
2
Parnassus Investments
Parnassus Investments
California
+$102M
3
T
Thomaspartners
Massachusetts
+$87.6M
4
Aristotle Capital Management
Aristotle Capital Management
California
+$51.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$36.9M

Top Sellers

1
IC
Institutional Capital
Illinois
-$276M
2
Renaissance Technologies
Renaissance Technologies
New York
-$77.4M
3
Dodge & Cox
Dodge & Cox
California
-$53.1M
4
State Street
State Street
Massachusetts
-$47.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$45M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
926
Transamerica Financial Advisors
Florida
– -$33K -502 Closed
KA
927
Klingman & Associates
New York
– -$20K -311 Closed
AWM
928
Avior Wealth Management
Nebraska
– -$15K -237 Closed
CHP
929
Cable Hill Partners
Oregon
– -$15K -223 Closed
MCM
930
Manchester Capital Management
Vermont
– -$10K -151 Closed
WAS
931
Winch Advisory Services
Wisconsin
– -$7K -112 Closed
UFA
932
US Financial Advisors
Massachusetts
– -$3K -40 Closed
ADL
933
Asset Dedication LLC
California
– -$2K -29 Closed
AWMS
934
Advocacy Wealth Management Services
Georgia
– -$1K -10 Closed
34 35 36 37
38

NVS Hedge Fund Activity: Q2 2016 in Review

878 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q2 2016, worth a combined $19.5B — up 13% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new NVS positions and 56 closed out — a net gain of 13 holders — while 341 added to existing stakes and 311 trimmed.

The largest buyer was Macquarie Group, adding an estimated $120M. The largest seller was Institutional Capital, exiting entirely with an estimated $276M sold.

  • 878 institutional investors held Novartis (NVS) as of Q2 2016, up from 875 in Q1 2016.
  • Funds reported $19.5B of Novartis stock for Q2 2016, up 13% quarter-over-quarter.
  • 69 funds opened new Novartis positions in Q2 2016 and 56 closed out, a net change of +13 holders.
  • The largest Novartis buyer in Q2 2016 was Macquarie Group, an estimated $120M added.
  • The largest Novartis seller in Q2 2016 was Institutional Capital, an estimated $276M sold.

Based on aggregated 13F filings for Q2 2016.