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Novartis
NVS

Overview Fund Activity

943 hedge funds and large institutions have $22.9B invested in Novartis in 2015 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 347 increasing their positions, 339 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
+4
Holders Change %
+0.43%
% of All Funds
25.43%
Holding in Top 10
61
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.59%
% of All Funds
1.65%
New
52
Increased
347
Reduced
339
Closed
41
Calls
$78.6M
Puts
$33.6M
Net Calls
+$44.9M
Net Calls Change
+$32.4M

Top Buyers

1
IC
Institutional Capital
Illinois
$153M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$533M
3
MNA
Manning & Napier Advisors
New York
$126M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$421M
5
Northern Trust
Northern Trust
Illinois
$411M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$4.72B
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$114M
3
TCIM
TIAA CREF Investment Management
New York
$23.3M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$46.5M
5
Invesco
Invesco
Georgia
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHA
276
GW Henssler & Associates
Georgia
$4.82M +$159K +1,803 +3%
CCM
277
Carderock Capital Management
Maryland
$4.81M +$7.05K +80 +0.1%
WTC
278
WhitTier Trust Company
Nevada
$4.79M -$31.1K -353 -0.6%
SFPIA
279
Stevens First Principles Investment Advisors
California
$4.73M -$21.1K -240 -0.4%
CAM
280
Cubic Asset Management
Massachusetts
$4.73M -$88K -999 -2%
GP
281
GLG Partners
United Kingdom
$4.59M +$4.59M +52,098 New
PMG
282
ProVise Management Group
Florida
$4.55M +$90.1K +1,022 +2%
AllianceBernstein
283
AllianceBernstein
Tennessee
$4.52M +$1.05M +11,935 +30%
CCM
284
Covington Capital Management
California
$4.47M +$51.6K +586 +1%
GC
285
Grace Capital
Massachusetts
$4.43M -$4.17M -45,155 -49%
CIBC Private Wealth Group
286
CIBC Private Wealth Group
Georgia
$4.43M +$3.7K +42 +0.1%
BFO
287
Boston Family Office
Massachusetts
$4.43M -$12.5K -142 -0.3%
TC
288
Taylor Cottrill
New Hampshire
$4.4M -$128K -1,451 -3%
GG
289
Greenwood Gearhart
Arkansas
$4.4M +$61.5K +698 +1%
SCM
290
Stevens Capital Management
Pennsylvania
$4.39M -$740K -8,398 -14%
FAB
291
First American Bank
Illinois
$4.39M -$445K -5,050 -9%
RC
292
RegentAtlantic Capital
New Jersey
$4.37M -$292K -3,318 -6%
BTW
293
Boston Trust Walden
Massachusetts
$4.36M -$457K -5,189 -9%
BCM
294
Bourgeon Capital Management
Connecticut
$4.36M +$19.6K +223 +0.5%
LTFS
295
Ladenburg Thalmann Financial Services
Florida
$4.31M +$143K +1,620 +3%
VV
296
Verity & Verity
South Carolina
$4.3M -$38.3K -435 -0.9%
ABP
297
Arthur B. Page
$4.28M -$13.2K -150 -0.3%
CAM
298
Carret Asset Management
New York
$4.25M -$32.6K -370 -0.8%
FBB
299
Fulton Breakefield Broenniman
Maryland
$4.23M +$147K +1,668 +4%
NB
300
NBT Bank
New York
$4.21M -$4.94K -56 -0.1%
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