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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.

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
1
Parnassus Investments
California
$338M
2
Franklin Resources
2
Franklin Resources
California
$1B
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$36.3M
4
SEI Investments
4
SEI Investments
Pennsylvania
$73.8M
5
RJA
5
Raymond James & Associates
Florida
$71.6M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$115M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$36.7M
3
Dodge & Cox
3
Dodge & Cox
California
$3.44B
4
TH
4
TCTC Holdings
Texas
$0
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$479M
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
76
D.A. Davidson & Co
Montana
$30.3M 427,881 +47,238 +12%
MIP
77
Mondrian Investment Partners
United Kingdom
$29.2M 413,301 – –
O
78
OppenheimerFunds
New York
$28.9M 407,934 -76,015 -16%
DP
79
Dearborn Partners
Illinois
$27.5M 389,189 +6,977 +2%
GF
80
Gabelli Funds
New York
$25.9M 366,271 -6,696 -2%
WFMPM
81
Woodley Farra Manion Portfolio Management
Indiana
$25.6M 362,153 +1,942 +0.5%
CCM
82
Causeway Capital Management
California
$25.4M 358,524 +2,128 +0.6%
RMCM
83
Reynders McVeigh Capital Management
Massachusetts
$24.5M 345,682 +956 +0.3%
Massachusetts Financial Services
84
Massachusetts Financial Services
Massachusetts
$23.5M 332,061 -4,174 -1%
US Bancorp
85
US Bancorp
Minnesota
$23.4M 330,355 +47,465 +17%
EVM
86
Eaton Vance Management
Massachusetts
$23.3M 328,944 -4,227 -1%
Truist Financial
87
Truist Financial
North Carolina
$23.2M 327,327 +3,074 +0.9%
GG
88
Gofen & Glossberg
Illinois
$22.8M 321,885 -5,078 -2%
Millennium Management
89
Millennium Management
New York
$22.6M 319,309 +295,283 +1,229%
MIS
90
Morningstar Investment Services
Illinois
$22.2M 313,895 +20,526 +7%
CFB
91
Cullen/Frost Bankers
Texas
$21.8M 308,160 -3,410 -1%
PNC
92
Park National Corp
Ohio
$21.5M 303,242 +2,615 +0.9%
BA
93
BlackRock Advisors
Delaware
$21.5M 303,196 +203,112 +203%
Fiera Capital (Canada)
94
Fiera Capital (Canada)
Quebec, Canada
$21.4M 303,087 -22,888 -7%
ACM
95
Atlanta Capital Management
Georgia
$21M 296,579 -27,586 -9%
HighTower Advisors
96
HighTower Advisors
Illinois
$20.6M 291,532 +8,938 +3%
M&T Bank
97
M&T Bank
New York
$20.3M 287,456 +4,140 +1%
CCM
98
Compass Capital Management
Minnesota
$19.8M 279,798 +3,926 +1%
TCM
99
Tekla Capital Management
Massachusetts
$19.6M 277,661 +87,829 +46%
AC
100
Ascend Capital
California
$19.1M 270,133 +270,133 New
2 3
4
5 6