NVS icon

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.

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

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$115M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$36.7M
3
Dodge & Cox
Dodge & Cox
California
$3.44B
4
TH
TCTC Holdings
Texas
$0
5
Fisher Asset Management
Fisher Asset Management
Washington
$479M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$12.6M +$98.3K +1,389 +0.8%
CGH
127
Crossmark Global Holdings
Texas
$12.6M +$12.6M +163,260 New
First Trust Advisors
128
First Trust Advisors
Illinois
$12.6M +$1.59M +22,424 +14%
VanEck Associates
129
VanEck Associates
New York
$11.8M -$1.06M -14,923 -8%
William Blair & Company
130
William Blair & Company
Illinois
$11.5M -$827K -11,690 -7%
GIA
131
Guyasuta Investment Advisors
Pennsylvania
$11.4M +$378K +5,346 +3%
HCM
132
Howland Capital Management
Massachusetts
$11.4M +$10.9M +153,825 +1,959%
GGI
133
Godsey & Gibb Inc
Virginia
$11.4M +$490K +6,919 +4%
WA
134
Wasatch Advisors
Utah
$11.3M – – –
Comerica Bank
135
Comerica Bank
Texas
$11.2M -$669K -9,519 -6%
PHS
136
Pekin Hardy Strauss
Illinois
$11.2M -$289K -4,084 -3%
ANTB
137
AMG National Trust Bank
Colorado
$10.9M -$737K -10,412 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
138
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.9M – – –
PSC
139
Prentiss Smith & Co
Vermont
$10.7M -$47.5K -672 -0.4%
JFL
140
Jarislowsky, Fraser Ltd
Quebec, Canada
$10.6M +$5M +70,662 +88%
HTHT
141
Hemenway Trust Hemenway Trust
New Hampshire
$10.6M +$216K +3,058 +2%
Citigroup
142
Citigroup
New York
$10.3M -$2.09M -29,476 -17%
CCI
143
Columbus Circle Investors
$10.3M +$10.3M +145,709 New
PAMP
144
Polar Asset Management Partners
Ontario, Canada
$10.3M +$10.3M +145,638 New
GC
145
Guardian Capital
Ontario, Canada
$9.84M +$1.08M +15,277 +12%
GJIC
146
Gamble Jones Investment Counsel
California
$9.66M +$396K +5,602 +4%
Deutsche Bank
147
Deutsche Bank
Germany
$9.64M -$907K -12,822 -9%
CCM
148
Cullen Capital Management
New York
$9.43M +$625K +8,839 +7%
BCM
149
Brookmont Capital Management
Texas
$9.37M +$55.4K +783 +0.6%
AAM
150
Advisors Asset Management
Colorado
$9.31M -$1.33M -18,817 -13%
4 5
6
7 8