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Novartis
NVS

Overview Fund Activity

939 hedge funds and large institutions have $23.3B invested in Novartis in 2015 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 313 increasing their positions, 375 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+21
Holders Change %
+2.29%
% of All Funds
25.05%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1.84%
New
83
Increased
313
Reduced
375
Closed
51
Calls
$43.8M
Puts
$31.2M
Net Calls
+$12.6M
Net Calls Change
-$93.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$173M
2
Aristotle Capital Management
Aristotle Capital Management
California
+$161M
3
Franklin Resources
Franklin Resources
California
+$77.5M
4
Jennison Associates
Jennison Associates
New York
+$76.2M
5
TCIM
TIAA CREF Investment Management
New York
+$67.7M

Top Sellers

1
SSM
Sound Shore Management
Connecticut
-$171M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$138M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$125M
4
BTS
BB&T Securities
Virginia
-$88M
5
WCM
Wedge Capital Management
North Carolina
-$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
276
Carderock Capital Management
Maryland
$4.81M -$11K -125 -0.2%
IPC
277
Independent Portfolio Consultants
Florida
$4.78M -$164K -1,853 -3%
SFPIA
278
Stevens First Principles Investment Advisors
California
$4.77M -$15.3K -173 -0.3%
GCM
279
Garland Capital Management
Washington
$4.76M +$4.95K +56 +0.1%
BUB
280
BBVA USA Bancshares
Texas
$4.7M +$512K +5,795 +12%
GHA
281
GW Henssler & Associates
Georgia
$4.68M +$49.8K +564 +1%
RC
282
RegentAtlantic Capital
New Jersey
$4.67M -$236K -2,673 -5%
CIM
283
Calvert Investment Management
Maryland
$4.59M +$473K +5,356 +12%
California Public Employees Retirement System
284
California Public Employees Retirement System
California
$4.56M – – –
TC
285
Taylor Cottrill
New Hampshire
$4.54M +$13.3K +151 +0.3%
PMG
286
ProVise Management Group
Florida
$4.47M +$36.9K +418 +0.8%
BFO
287
Boston Family Office
Massachusetts
$4.46M -$4.68K -53 -0.1%
CIBC Private Wealth Group
288
CIBC Private Wealth Group
Georgia
$4.44M -$78.8K -892 -2%
CCM
289
Covington Capital Management
California
$4.43M +$211K +2,391 +5%
DA
290
Dunvegan Associates
California
$4.38M -$93.2K -1,055 -2%
BCM
291
Bourgeon Capital Management
Connecticut
$4.36M -$68K -770 -2%
VV
292
Verity & Verity
South Carolina
$4.35M +$103K +1,171 +2%
BEAM
293
Baker Ellis Asset Management
Washington
$4.35M -$35.3K -399 -0.8%
GG
294
Greenwood Gearhart
Arkansas
$4.35M -$132K -1,489 -3%
MA
295
Montag & Associates
Georgia
$4.34M +$235K +2,661 +6%
SC
296
SouthState Corp
Florida
$4.32M +$343K +3,884 +9%
ABP
297
Arthur B. Page
$4.3M -$42K -475 -1%
CAM
298
Carret Asset Management
New York
$4.3M +$3.45K +39 +0.1%
Barclays
299
Barclays
United Kingdom
$4.28M +$311K +3,539 +8%
DCMM
300
DG Capital Management (Massachusetts)
Massachusetts
$4.27M -$256K -2,902 -6%
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