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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 %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$19M 269,142 -39,156 -13%
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$18.7M 264,511 -44,845 -14%
Stifel Financial
103
Stifel Financial
Missouri
$18.4M 259,348 -28,882 -10%
CT
104
Cambridge Trust
Massachusetts
$18.3M 258,471 +8,798 +4%
Wellington Management Group
105
Wellington Management Group
Massachusetts
$18.1M 256,123 +11,351 +5%
TBC
106
Tweedy, Browne Co
Connecticut
$17.4M 245,648 -15,254 -6%
FFIC
107
First Fiduciary Investment Counsel
Ohio
$17.1M 242,365 +79,081 +48%
CGT
108
Capital Guardian Trust
California
$17M 239,698 -110,371 -32%
EIA
109
Edgemoor Investment Advisors
Maryland
$16.9M 239,458 -1,485 -0.6%
SI
110
Scout Investments
Missouri
$16.7M 236,570 -46,316 -16%
PAS
111
Professional Advisory Services
Florida
$16.5M 233,038 -54 -0%
UCFA
112
United Capital Financial Advisors
Texas
$15.6M 220,214 +21,287 +11%
KFS
113
Kurt F. Somerville
$15.5M 219,208 +7,812 +4%
MTC
114
McDaniel Terry & Co
Texas
$15.3M 216,116 +1,716 +0.8%
PSUF
115
People's United Financial
Connecticut
$14.7M 208,371 +9,177 +5%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$14.4M 203,237 -8,865 -4%
MAP
117
Managed Asset Portfolios
Michigan
$14.4M 203,075 +1,673 +0.8%
EWA
118
Exencial Wealth Advisors
Oklahoma
$14M 219,750 +41,691 +23%
WAM
119
World Asset Management
Michigan
$13.9M 196,231 +14,330 +8%
WG
120
Welch Group
Alabama
$13.4M 188,964 +12,259 +7%
TBA
121
Tower Bridge Advisors
Pennsylvania
$13.1M 185,017 +905 +0.5%
AWCI
122
Alpine Woods Capital Investors
New York
$12.9M 181,856 – –
BCAM
123
Boston Common Asset Management
Massachusetts
$12.8M 180,539 -4,557 -2%
FT
124
Fiduciary Trust
Massachusetts
$12.8M 180,198 -4,080 -2%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$12.6M 178,320 +22,151 +14%
3 4
5
6 7