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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 %
WCM
201
Wallace Capital Management
Texas
$5.91M +$387K +5,231 +7%
JFL
202
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.9M +$258K +3,495 +5%
CCFCSB
203
Cape Cod Five Cents Savings Bank
Massachusetts
$5.86M +$46.9K +634 +0.8%
GD
204
Grandfield & Dodd
New York
$5.8M +$2.14M +29,009 +59%
CRB
205
Chad R. Baker
$5.7M – – –
EVM
206
Evelyn V. Moreno
$5.68M +$821K +11,104 +17%
OWD
207
Osborn Williams & Donohoe
Ohio
$5.51M -$95.7K -1,294 -2%
RJFSA
208
Raymond James Financial Services Advisors
Florida
$5.48M +$475K +6,420 +9%
NCM
209
Northroad Capital Management
New York
$5.46M +$953K +12,887 +21%
DMIC
210
Dixon Mitchell Investment Counsel
British Columbia, Canada
$5.35M +$191K +2,586 +4%
IHL
211
Investment House LLC
California
$5.32M -$16.5K -223 -0.3%
NPF
212
Norris Perne & French
Michigan
$5.32M +$42.2K +571 +0.8%
NCM
213
Nelson Capital Management
California
$5.29M -$9.91K -134 -0.2%
WFG
214
Windsor Financial Group
Minnesota
$5.25M +$247K +3,346 +5%
FM
215
Forward Management
California
$5.23M +$649K +8,776 +14%
BUB
216
BBVA USA Bancshares
Texas
$5.19M +$139K +1,881 +3%
EHC
217
Everett Harris & Co
California
$5.14M +$84.6K +1,144 +2%
MJP
218
Michael J. Puzo
$5.1M +$56.1K +759 +1%
ARMC
219
American Research & Management Company
Massachusetts
$5.04M -$57.8K -782 -1%
RW
220
Rand Wealth
Maryland
$5.03M +$591K +7,998 +13%
CCMIC
221
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$4.98M +$21.5K +291 +0.4%
TRIM
222
Thompson Rubinstein Investment Management
Oregon
$4.92M – – –
CTA
223
Chesley Taft & Associates
Illinois
$4.84M -$55.2K -747 -1%
GC
224
Guggenheim Capital
Illinois
$4.8M -$1.45M -19,641 -23%
SG Americas Securities
225
SG Americas Securities
New York
$4.79M -$2.91M -39,411 -38%
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