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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
+$237M
2
Renaissance Technologies
Renaissance Technologies
New York
+$121M
3
IC
Institutional Capital
Illinois
+$66.7M
4
State Street
State Street
Massachusetts
+$64.9M
5
MNA
Manning & Napier Advisors
New York
+$62.6M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$72.9M
2
Dodge & Cox
Dodge & Cox
California
-$53M
3
SI
Scharf Investments
California
-$51.3M
4
BBHC
Brown Brothers Harriman & Co
New York
-$46.7M
5
Parnassus Investments
Parnassus Investments
California
-$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
251
Raymond James Financial Services Advisors
Florida
$4.7M +$156K +2,027 +3%
LTFS
252
Ladenburg Thalmann Financial Services
Florida
$4.7M +$242K +3,140 +5%
HAM
253
Highstreet Asset Management
Ontario, Canada
$4.68M +$4.68M +60,710 New
GC
254
Gratry & Company
Ohio
$4.67M -$207K -2,685 -4%
NPF
255
Norris Perne & French
Michigan
$4.63M +$2.89M +37,492 +166%
BCM
256
Bourgeon Capital Management
Connecticut
$4.58M +$811K +10,518 +22%
Mirae Asset Global Investments
257
Mirae Asset Global Investments
South Korea
$4.57M +$379K +4,919 +9%
OC
258
Oppenheimer & Co
New York
$4.56M -$1.69M -21,980 -27%
Two Sigma Investments
259
Two Sigma Investments
New York
$4.52M -$18.8M -243,378 -81%
SBAM
260
Santa Barbara Asset Management
California
$4.48M -$5.86K -76 -0.1%
AAIM
261
American Assets Investment Management
California
$4.45M – – –
BUB
262
BBVA USA Bancshares
Texas
$4.44M -$614K -7,961 -12%
EHC
263
Everett Harris & Co
California
$4.42M +$19.8K +257 +0.5%
BHC
264
Bowen Hanes & Co
Florida
$4.42M -$20.3M -263,934 -82%
RW
265
Rand Wealth
Maryland
$4.42M +$206K +2,670 +5%
CIBC Private Wealth Group
266
CIBC Private Wealth Group
Georgia
$4.41M +$28.9K +375 +0.7%
PMG
267
ProVise Management Group
Florida
$4.4M +$364K +4,721 +9%
Bank of Nova Scotia
268
Bank of Nova Scotia
Ontario, Canada
$4.4M +$568K +7,360 +15%
JGUA
269
John G. Ullman & Associates
New York
$4.38M -$126K -1,636 -3%
William Blair Investment Management
270
William Blair Investment Management
Illinois
$4.37M +$1.29M +16,733 +42%
NAM
271
NorthCoast Asset Management
Connecticut
$4.35M -$747K -9,690 -15%
HKIM
272
Hayek Kallen Investment Management
Alabama
$4.23M -$96K -1,245 -2%
CCM
273
Carderock Capital Management
Maryland
$4.22M -$8.56K -111 -0.2%
AT
274
Arden Trust
Delaware
$4.21M -$774K -10,038 -16%
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$4.2M +$1.25M +16,275 +43%
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