Hussman Strategic Advisors’s Novartis NVS Stock Holding History

Hussman Strategic Advisors’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-55,800	Closed	-$4.6M	–	224
2015 Q3	$4.6M	Sell	55,800 -55,800	-50%	-$4.97M	0.58%	67
2015 Q2	$9.83M	Sell	111,600 -55,800	-33%	-$5.12M	1.14%	24
2015 Q1	$14.8M	Sell	167,400 -15,624	-9%	-$1.39M	1.55%	13
2014 Q4	$15.2M	Sell	183,024 -55,800	-23%	-$4.63M	1.51%	13
2014 Q3	$20.1M	Hold	238,824	–	–	1.72%	5
2014 Q2	$19.4M	Sell	238,824 -8,035	-3%	-$632K	1.49%	12
2014 Q1	$18.8M	Hold	246,859	–	–	1.41%	15
2013 Q4	$17.8M	Hold	246,859	–	–	1.27%	25
2013 Q3	$17M	Buy	246,859 +2,567	+1%	+$170K	0.93%	50
2013 Q2	$15.5M	Buy	+244,292	New	+$15.9M	0.7%	71

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

Hussman Strategic Advisors's NVS Position: Q4 2015 in Review

Hussman Strategic Advisors sold out of Novartis (NVS) in Q4 2015, closing a stake of 55,800 shares — an estimated $4.6M sold.

Hussman Strategic Advisors first reported a position in NVS in Q2 2013 and held it in 10 quarters. The position peaked at $20.1M in Q3 2014. 927 funds tracked by Wall St. Rank hold NVS as of Q4 2015.

Hussman Strategic Advisors reported no remaining Novartis position as of Q4 2015 after selling out during the quarter.
Hussman Strategic Advisors sold 55,800 Novartis shares in Q4 2015, an estimated $4.6M.
Hussman Strategic Advisors first reported a position in Novartis in Q2 2013 and held it in 10 quarters.
Hussman Strategic Advisors's Novartis position peaked at $20.1M in Q3 2014.
927 funds tracked by Wall St. Rank held Novartis as of Q4 2015.

Based on Hussman Strategic Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.