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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 %
NPF
201
Norris Perne & French
Michigan
$5.95M +$866K +12,235 +17%
Jane Street
202
Jane Street
New York
$5.83M +$5.5M +77,755 +1,688%
FTIOP
203
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.81M -$394K -5,572 -6%
WCM
204
Wallace Capital Management
Texas
$5.81M +$148K +2,088 +3%
Barclays
205
Barclays
United Kingdom
$5.75M +$3.81M +53,861 +197%
EGA
206
Eagle Global Advisors
Texas
$5.71M -$1.67M -23,542 -23%
MJP
207
Michael J. Puzo
$5.7M +$817K +11,551 +17%
CCFCSB
208
Cape Cod Five Cents Savings Bank
Massachusetts
$5.68M +$76.4K +1,080 +1%
LTFS
209
Ladenburg Thalmann Financial Services
Florida
$5.66M -$56.3K -795 -1%
QIM
210
Quest Investment Management
Oregon
$5.64M -$7.7M -108,850 -58%
Arrowstreet Capital
211
Arrowstreet Capital
Massachusetts
$5.61M -$4.12M -58,238 -42%
EVM
212
Evelyn V. Moreno
$5.5M +$66.8K +944 +1%
DMIC
213
Dixon Mitchell Investment Counsel
British Columbia, Canada
$5.49M +$373K +5,273 +7%
CRB
214
Chad R. Baker
$5.45M – – –
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
$5.42M +$5.42M +76,649 New
BUB
216
BBVA USA Bancshares
Texas
$5.34M +$368K +5,204 +7%
NCM
217
Nelson Capital Management
California
$5.19M +$126K +1,783 +2%
RJFSA
218
Raymond James Financial Services Advisors
Florida
$5.17M -$73.1K -1,033 -1%
IHL
219
Investment House LLC
California
$5.1M +$9.84K +139 +0.2%
RW
220
Rand Wealth
Maryland
$5.06M +$247K +3,484 +5%
Creative Planning
221
Creative Planning
Kansas
$5.06M +$2.81M +39,671 +125%
OWD
222
Osborn Williams & Donohoe
Ohio
$5.05M -$223K -3,151 -4%
FM
223
Forward Management
California
$4.95M -$63.1K -892 -1%
EHC
224
Everett Harris & Co
California
$4.93M +$5.87K +83 +0.1%
ARMC
225
American Research & Management Company
Massachusetts
$4.89M +$69.2K +978 +1%
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