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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 %
BCB
176
Brian C. Broderick
$7.04M -$110K -1,551 -2%
SWK
177
Stephen W. Kidder
$6.99M -$123K -1,735 -2%
KB
178
Kimelman & Baird
New York
$6.97M +$19.7K +279 +0.3%
BAM
179
Bruderman Asset Management
New York
$6.97M -$56.5K -799 -0.8%
WT
180
Whittier Trust
California
$6.96M -$96.9K -1,369 -1%
CSIC
181
Clifford Swan Investment Counsel
California
$6.91M -$1.2M -16,990 -15%
AIIMS
182
Analyst IMS Investment Management Services
Israel
$6.88M -$345K -4,882 -5%
PIM
183
Perkins Investment Management
Illinois
$6.87M +$239K +3,372 +4%
GD
184
Grandfield & Dodd
New York
$6.86M +$1.31M +18,532 +24%
Jones Financial Companies
185
Jones Financial Companies
Missouri
$6.8M -$53.5K -756 -0.8%
CCM
186
Chilton Capital Management
Texas
$6.74M -$294K -4,152 -4%
CIM
187
Corda Investment Management
Texas
$6.73M +$807K +11,372 +14%
HI
188
Honeywell International
North Carolina
$6.71M -$5.92M -83,700 -47%
CCM
189
Cohen Capital Management
California
$6.71M -$90.8K -1,284 -1%
GC
190
Grimes & Company
Massachusetts
$6.7M -$222K -3,134 -3%
OPCM
191
Osborne Partners Capital Management
California
$6.58M -$31.1K -439 -0.5%
JPMIA
192
J.P. Marvel Investment Advisors
Massachusetts
$6.53M -$273K -3,862 -4%
SSB
193
Sandy Spring Bank
Maryland
$6.51M -$55.2K -778 -0.8%
KeyBank National Association
194
KeyBank National Association
Ohio
$6.39M -$64.2K -908 -1%
AssetMark Inc
195
AssetMark Inc
California
$6.21M -$1.55M -21,898 -20%
PA
196
Pinnacle Associates
New York
$6.19M +$41.8K +591 +0.7%
PMG
197
ProVise Management Group
Florida
$5.98M +$298K +4,213 +5%
GC
198
Guggenheim Capital
Illinois
$5.97M +$1.38M +19,508 +30%
CCT
199
Country Club Trust
Missouri
$5.96M +$90.6K +1,281 +2%
ACN
200
Advisor Consultant Network
Ohio
$5.96M +$5.96M +84,165 New
6 7
8
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