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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 %
CCM
101
Compass Capital Management
Minnesota
$20.4M 275,872 +36,655 +15%
TBC
102
Tweedy, Browne Co
Connecticut
$19.3M 260,902 -4,331 -2%
CT
103
Cambridge Trust
Massachusetts
$18.5M 249,673 +108,575 +77%
Wellington Management Group
104
Wellington Management Group
Massachusetts
$18.1M 244,772 +83,700 +52%
EIA
105
Edgemoor Investment Advisors
Maryland
$17.8M 240,943 -5,123 -2%
PAS
106
Professional Advisory Services
Florida
$17.2M 233,092 +2,339 +1%
MTC
107
McDaniel Terry & Co
Texas
$15.9M 214,400 +3,674 +2%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$15.7M 212,102 +10,760 +5%
KFS
109
Kurt F. Somerville
$15.6M 211,396 +5,946 +3%
MAP
110
Managed Asset Portfolios
Michigan
$14.9M 201,402 +11,538 +6%
UCFA
111
United Capital Financial Advisors
Texas
$14.8M 198,927 +23,007 +13%
PSUF
112
People's United Financial
Connecticut
$14.7M 199,194 +11,848 +6%
FFIC
113
First Fiduciary Investment Counsel
Ohio
$14.4M 163,284 -26,332 -14%
TCM
114
Tekla Capital Management
Massachusetts
$14M 189,832 +86,379 +83%
QIM
115
Quest Investment Management
Oregon
$13.9M 188,560 -46,667 -20%
BCAM
116
Boston Common Asset Management
Massachusetts
$13.7M 185,096 -18,635 -9%
FT
117
Fiduciary Trust
Massachusetts
$13.6M 184,278 -19,749 -10%
TBA
118
Tower Bridge Advisors
Pennsylvania
$13.6M 184,112 +2,647 +1%
WAM
119
World Asset Management
Michigan
$13.4M 181,901 +11,180 +7%
AWCI
120
Alpine Woods Capital Investors
New York
$13.4M 181,856 -54,333 -23%
VanEck Associates
121
VanEck Associates
New York
$13.4M 181,078 -18,597 -9%
HI
122
Honeywell International
North Carolina
$13.2M 178,560 -223,200 -56%
EWA
123
Exencial Wealth Advisors
Oklahoma
$13.2M 178,059 +35,628 +25%
CC
124
Carlson Capital
Texas
$13.1M 177,231 +177,231 New
WG
125
Welch Group
Alabama
$13.1M 176,705 -31,268 -15%
3 4
5
6 7