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Novartis
NVS

Overview Fund Activity

926 hedge funds and large institutions have $20B invested in Novartis in 2015 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 335 increasing their positions, 330 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
24.32%
Holding in Top 10
42
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.81%
% of All Funds
1.1%
New
83
Increased
335
Reduced
330
Closed
69
Calls
$35.2M
Puts
$49.4M
Net Calls
-$14.2M
Net Calls Change
-$12.9M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$843M
2
Renaissance Technologies
Renaissance Technologies
New York
$266M
3
IC
Institutional Capital
Illinois
$397M
4
State Street
State Street
Massachusetts
$353M
5
MNA
Manning & Napier Advisors
New York
$302M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$41.9M
2
Dodge & Cox
Dodge & Cox
California
$3.88B
3
SI
Scharf Investments
California
$86.6M
4
BBHC
Brown Brothers Harriman & Co
New York
$753M
5
Parnassus Investments
Parnassus Investments
California
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
226
Mastrapasqua Asset Management
Tennessee
$5.58M -$96.4K -1,250 -2%
NCM
227
Nelson Capital Management
California
$5.57M -$327K -4,247 -6%
IHL
228
Investment House LLC
California
$5.57M -$63.2K -820 -1%
WCM
229
Wallace Capital Management
Texas
$5.54M +$101K +1,311 +2%
NFA
230
Nationwide Fund Advisors
Ohio
$5.37M -$529K -6,862 -9%
RCM
231
Riverhead Capital Management
Delaware
$5.37M – – –
HNB
232
Huntington National Bank
Ohio
$5.36M -$935K -12,131 -15%
TRSOTSOK
233
Teachers Retirement System of the State of Kentucky
Kentucky
$5.33M -$1.25M -16,182 -19%
DMIC
234
Dixon Mitchell Investment Counsel
British Columbia, Canada
$5.31M +$284K +3,680 +6%
ARMC
235
American Research & Management Company
Massachusetts
$5.31M -$96.1K -1,247 -2%
CTA
236
Chesley Taft & Associates
Illinois
$5.23M -$812K -10,534 -13%
BI
237
Boulegeris Investments
Georgia
$5.18M -$94.3K -1,223 -2%
TRIM
238
Thompson Rubinstein Investment Management
Oregon
$5.13M – – –
FLPIM
239
F.L. Putnam Investment Management
Massachusetts
$5.04M +$311K +4,040 +7%
MJP
240
Michael J. Puzo
$5.02M +$54.9K +712 +1%
IIM
241
Ipswich Investment Management
Massachusetts
$4.98M +$88.2K +1,144 +2%
EVM
242
Evelyn V. Moreno
$4.97M +$401K +5,206 +9%
SW
243
SVB Wealth
Massachusetts
$4.94M -$4.23M -54,829 -46%
NCM
244
Northroad Capital Management
New York
$4.92M -$353K -4,578 -7%
Mackenzie Financial
245
Mackenzie Financial
Ontario, Canada
$4.9M +$197K +2,551 +4%
CCMIC
246
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$4.87M +$168K +2,182 +4%
TD Asset Management
247
TD Asset Management
Ontario, Canada
$4.81M +$251K +3,253 +6%
WFG
248
Windsor Financial Group
Minnesota
$4.79M +$444K +5,755 +10%
MA
249
MUFG Americas
New York
$4.77M -$1.04M -13,510 -18%
SC
250
SouthState Corp
Florida
$4.74M +$61.2K +794 +1%
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