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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 %
BCB
176
Brian C. Broderick
$7.47M +$264K +3,566 +4%
TCOV
177
Trust Company of Vermont
Vermont
$7.45M +$339K +4,582 +5%
SWK
178
Stephen W. Kidder
$7.43M +$145K +1,959 +2%
BA
179
BlackRock Advisors
Delaware
$7.4M – – –
WT
180
Whittier Trust
California
$7.38M -$408K -5,523 -5%
CCM
181
Chilton Capital Management
Texas
$7.35M -$213K -2,881 -3%
BAM
182
Bruderman Asset Management
New York
$7.34M +$6.56M +88,735 +843%
KB
183
Kimelman & Baird
New York
$7.26M -$511K -6,917 -7%
GC
184
Grimes & Company
Massachusetts
$7.23M +$690K +9,337 +11%
Jones Financial Companies
185
Jones Financial Companies
Missouri
$7.16M +$253K +3,427 +4%
JPMIA
186
J.P. Marvel Investment Advisors
Massachusetts
$7.11M -$84.9K -1,149 -1%
CCM
187
Cohen Capital Management
California
$7.11M – – –
BONST
188
Bank of Nova Scotia Trust
Ontario, Canada
$7.06M +$4.45M +60,168 +171%
VKH
189
Virtu KCG Holdings
New York
$7.02M +$1.49M +20,197 +27%
PIM
190
Perkins Investment Management
Illinois
$6.93M +$1.48K +20 +0%
OPCM
191
Osborne Partners Capital Management
California
$6.91M -$214K -2,890 -3%
SSB
192
Sandy Spring Bank
Maryland
$6.89M -$156K -2,093 -2%
KeyBank National Association
193
KeyBank National Association
Ohio
$6.74M -$418K -5,650 -6%
FTIOP
194
Fiduciary Trust International of Pennsylvania
Pennsylvania
$6.48M -$238K -3,213 -4%
CPS
195
Counsel Portfolio Services
Ontario, Canada
$6.44M – – –
PA
196
Pinnacle Associates
New York
$6.42M +$7.25K +98 +0.1%
CIM
197
Corda Investment Management
Texas
$6.16M +$2.19M +29,683 +55%
CCT
198
Country Club Trust
Missouri
$6.13M +$157K +2,122 +3%
LTFS
199
Ladenburg Thalmann Financial Services
Florida
$5.97M +$1.11M +15,006 +23%
PMG
200
ProVise Management Group
Florida
$5.94M +$471K +6,372 +9%
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