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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.

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 %
NIM
151
Northeast Investment Management
Massachusetts
$9.26M -$1.8M -25,391 -16%
FNBOO
152
First National Bank of Omaha
Nebraska
$9.23M -$253K -3,575 -3%
SG Americas Securities
153
SG Americas Securities
New York
$9.19M +$4.61M +65,099 +101%
CAM
154
Capstone Asset Management
Texas
$9.13M +$54.2K +766 +0.6%
CIM
155
Confluence Investment Management
Missouri
$9.12M +$720K +10,173 +9%
VW
156
Vantage Wealth
California
$9.07M +$155K +2,186 +2%
OCAM
157
Onex Canada Asset Management
Ontario, Canada
$8.33M +$8.33M +120,383 New
ACM
158
Advisors Capital Management
New Jersey
$8.21M -$850K -12,008 -9%
PAM
159
Private Asset Management
California
$8.15M +$136K +1,925 +2%
GT
160
Glenmede Trust
Pennsylvania
$8.12M -$459K -6,487 -5%
HC
161
Hawkins Capital
Texas
$7.9M -$395K -5,580 -5%
ZAM
162
Zevin Asset Management
Massachusetts
$7.87M -$742K -10,484 -9%
FBC
163
Fairfield, Bush & Co
Connecticut
$7.71M -$76.5K -1,081 -1%
M
164
MOTCO
Texas
$7.7M -$131K -1,852 -2%
VV
165
Verity & Verity
South Carolina
$7.69M +$237K +3,354 +3%
BONST
166
Bank of Nova Scotia Trust
Ontario, Canada
$7.65M +$901K +12,735 +13%
PP
167
Patten & Patten
Tennessee
$7.49M -$3.47K -49 -0%
BCM
168
Buckhead Capital Management
Georgia
$7.49M -$106K -1,501 -1%
TCOV
169
Trust Company of Vermont
Vermont
$7.45M +$320K +4,527 +4%
WIC
170
Wilkins Investment Counsel
Massachusetts
$7.45M +$15K +212 +0.2%
LWCFA
171
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.41M -$649K -9,174 -8%
TU
172
TDAM USA
Ontario, Canada
$7.31M +$36.3K +513 +0.5%
PVI
173
Pura Vida Investments
New York
$7.27M +$7.27M +102,812 New
WF
174
Welch & Forbes
Massachusetts
$7.17M -$78.6K -1,111 -1%
Baird Financial Group
175
Baird Financial Group
Wisconsin
$7.13M -$760K -10,747 -10%
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7
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