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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.

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

Top Sellers

1
IC
Institutional Capital
Illinois
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$187M
3
Dodge & Cox
Dodge & Cox
California
$3.66B
4
State Street
State Street
Massachusetts
$261M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$13.1M -$668K -9,029 -5%
Citigroup
127
Citigroup
New York
$13M -$468K -6,330 -3%
William Blair & Company
128
William Blair & Company
Illinois
$12.9M -$1.16M -15,703 -8%
Comerica Bank
129
Comerica Bank
Texas
$12.5M -$919K -12,414 -7%
ANTB
130
AMG National Trust Bank
Colorado
$12.2M +$9.72M +131,484 +393%
PHS
131
Pekin Hardy Strauss
Illinois
$12M -$341K -4,612 -3%
WA
132
Wasatch Advisors
Utah
$11.8M -$1.27M -17,185 -10%
FCI
133
Financial Counselors Inc
Kansas
$11.7M +$534K +7,217 +5%
GIA
134
Guyasuta Investment Advisors
Pennsylvania
$11.6M +$1.84M +24,933 +19%
NIM
135
Northeast Investment Management
Massachusetts
$11.6M -$4.69M -63,393 -29%
Chevy Chase Trust
136
Chevy Chase Trust
Maryland
$11.5M -$2.34M -31,677 -17%
First Trust Advisors
137
First Trust Advisors
Illinois
$11.5M -$1.45M -19,632 -11%
GGI
138
Godsey & Gibb Inc
Virginia
$11.4M +$416K +5,624 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
139
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11.4M – – –
PSC
140
Prentiss Smith & Co
Vermont
$11.2M +$160K +2,166 +1%
AAM
141
Advisors Asset Management
Colorado
$11.1M -$381K -5,150 -3%
Deutsche Bank
142
Deutsche Bank
Germany
$11M -$12.8M -173,671 -54%
HTHT
143
Hemenway Trust Hemenway Trust
New Hampshire
$10.9M +$481K +6,506 +5%
Arrowstreet Capital
144
Arrowstreet Capital
Massachusetts
$10.2M +$10.2M +137,586 New
FNBOO
145
First National Bank of Omaha
Nebraska
$9.9M +$16.4K +222 +0.2%
BCM
146
Brookmont Capital Management
Texas
$9.73M -$1.89M -25,585 -16%
GJIC
147
Gamble Jones Investment Counsel
California
$9.68M +$4.03M +54,467 +71%
CAM
148
Capstone Asset Management
Texas
$9.48M +$215K +2,907 +2%
ACM
149
Advisors Capital Management
New Jersey
$9.47M +$2.28M +30,787 +32%
CAG
150
Crestwood Advisors Group
Massachusetts
$9.35M -$1M -13,582 -10%
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