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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.

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
1
Macquarie Group
Australia
$247M
2
Parnassus Investments
2
Parnassus Investments
California
$287M
3
T
3
Thomaspartners
Massachusetts
$216M
4
Aristotle Capital Management
4
Aristotle Capital Management
California
$226M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$99.7M

Top Sellers

1
IC
1
Institutional Capital
Illinois
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$187M
3
Dodge & Cox
3
Dodge & Cox
California
$3.66B
4
State Street
4
State Street
Massachusetts
$261M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$22.9M
Name Market Value Shares Shares
Change 		Shares
Change %
MIP
76
Mondrian Investment Partners
United Kingdom
$30.6M 413,301 +74,809 +22%
DP
77
Dearborn Partners
Illinois
$28.3M 382,212 +11,636 +3%
DADC
78
D.A. Davidson & Co
Montana
$28.1M 380,643 +38,589 +11%
GF
79
Gabelli Funds
New York
$27.6M 372,967 -23,325 -6%
WFMPM
80
Woodley Farra Manion Portfolio Management
Indiana
$26.6M 360,211 +360,211 New
CCM
81
Causeway Capital Management
California
$26.4M 356,396 +3,336 +0.9%
CGT
82
Capital Guardian Trust
California
$25.9M 350,069 +9,478 +3%
RMCM
83
Reynders McVeigh Capital Management
Massachusetts
$25.5M 344,726 +34,995 +11%
Massachusetts Financial Services
84
Massachusetts Financial Services
Massachusetts
$24.9M 336,235 +4,304 +1%
EVM
85
Eaton Vance Management
Massachusetts
$24.6M 333,171 -6,785 -2%
GG
86
Gofen & Glossberg
Illinois
$24.2M 326,963 +4,167 +1%
Fiera Capital (Canada)
87
Fiera Capital (Canada)
Quebec, Canada
$24.1M 325,975 -249,765 -43%
Truist Financial
88
Truist Financial
North Carolina
$24M 324,253 +10,740 +3%
ACM
89
Atlanta Capital Management
Georgia
$24M 324,165 -206,204 -39%
CFB
90
Cullen/Frost Bankers
Texas
$23M 311,570 -26,793 -8%
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$22.9M 309,356 -651,581 -68%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$22.8M 308,298 -30,141 -9%
WRF
93
Waddell & Reed Financial
Kansas
$22.6M 305,003 +893 +0.3%
PNC
94
Park National Corp
Ohio
$22.2M 300,627 +3,489 +1%
MIS
95
Morningstar Investment Services
Illinois
$21.7M 293,369 +36,633 +14%
Stifel Financial
96
Stifel Financial
Missouri
$21.3M 288,230 +17,140 +6%
M&T Bank
97
M&T Bank
New York
$20.9M 283,316 -33,166 -10%
US Bancorp
98
US Bancorp
Minnesota
$20.9M 282,890 -31,330 -10%
SI
99
Scout Investments
Missouri
$20.9M 282,886 -41,926 -13%
HighTower Advisors
100
HighTower Advisors
Illinois
$20.9M 282,594 -60,017 -18%
2 3
4
5 6