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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 %
VW
151
Vantage Wealth
California
$9.32M -$145K -1,967 -2%
BWP
152
Baldwin Wealth Partners
Massachusetts
$9.26M +$542K +7,325 +6%
CCM
153
Cullen Capital Management
New York
$9.21M -$299K -4,040 -3%
GC
154
Guardian Capital
Ontario, Canada
$9.15M -$6.7M -90,674 -42%
ZAM
155
Zevin Asset Management
Massachusetts
$9M +$426K +5,758 +5%
GT
156
Glenmede Trust
Pennsylvania
$8.97M -$1.2M -16,283 -12%
Mackenzie Financial
157
Mackenzie Financial
Ontario, Canada
$8.8M +$99.1K +1,340 +1%
CIM
158
Confluence Investment Management
Missouri
$8.78M +$918K +12,411 +12%
HC
159
Hawkins Capital
Texas
$8.66M – – –
OMC
160
Old Mission Capital
Illinois
$8.48M -$3.28M -44,362 -28%
CSIC
161
Clifford Swan Investment Counsel
California
$8.48M +$247K +3,346 +3%
LWCFA
162
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.43M -$415K -5,618 -5%
PAM
163
Private Asset Management
California
$8.37M +$1.11M +14,978 +15%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$8.23M +$1.52M +20,578 +23%
M
165
MOTCO
Texas
$8.18M +$249K +3,372 +3%
FBC
166
Fairfield, Bush & Co
Connecticut
$8.14M -$152K -2,057 -2%
AssetMark Inc
167
AssetMark Inc
California
$8.11M +$299K +4,041 +4%
BCM
168
Buckhead Capital Management
Georgia
$7.93M +$606K +8,192 +8%
PP
169
Patten & Patten
Tennessee
$7.83M -$31.9K -431 -0.4%
VV
170
Verity & Verity
South Carolina
$7.78M +$2.51M +33,921 +48%
WIC
171
Wilkins Investment Counsel
Massachusetts
$7.77M +$309K +4,185 +4%
EGA
172
Eagle Global Advisors
Texas
$7.71M +$161K +2,176 +2%
TU
173
TDAM USA
Ontario, Canada
$7.6M +$166K +2,241 +2%
WF
174
Welch & Forbes
Massachusetts
$7.58M -$31.4K -425 -0.4%
AIIMS
175
Analyst IMS Investment Management Services
Israel
$7.55M -$178K -2,401 -2%
5 6
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