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Novartis
NVS

Overview Fund Activity

925 hedge funds and large institutions have $21.4B invested in Novartis in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 335 increasing their positions, 349 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
-18
Holders Change %
-1.91%
% of All Funds
25.85%
Holding in Top 10
59
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.28%
% of All Funds
1.65%
New
43
Increased
335
Reduced
349
Closed
53
Calls
$69.6M
Puts
$71M
Net Calls
-$1.35M
Net Calls Change
-$46.3M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$312M
2
State Street
State Street
Massachusetts
+$306M
3
Bank of America
Bank of America
North Carolina
+$306M
4
IC
Institutional Capital
Illinois
+$210M
5
MNA
Manning & Napier Advisors
New York
+$137M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$368M
2
Dodge & Cox
Dodge & Cox
California
-$207M
3
Primecap Management
Primecap Management
California
-$122M
4
BG
Bahl & Gaynor
Ohio
-$78.6M
5
Northern Trust
Northern Trust
Illinois
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
276
Corda Investment Management
Texas
$4.48M -$2.68M -32,502 -37%
Mirae Asset Global Investments
277
Mirae Asset Global Investments
South Korea
$4.47M -$198K -2,400 -4%
GC
278
Grace Capital
Massachusetts
$4.43M – – –
SFPIA
279
Stevens First Principles Investment Advisors
California
$4.42M – – –
GCM
280
Garland Capital Management
Washington
$4.42M +$602K +7,310 +16%
CAM
281
Cubic Asset Management
Massachusetts
$4.4M -$14.2K -173 -0.3%
Federated Hermes
282
Federated Hermes
Pennsylvania
$4.34M -$2.3M -27,971 -35%
PMG
283
ProVise Management Group
Florida
$4.32M +$60.7K +737 +1%
Twin Tree Management
284
Twin Tree Management
Texas
$4.31M +$4.04M +49,092 +1,517%
GAM
285
Griffin Asset Management
New York
$4.27M -$703K -8,539 -14%
SBH
286
Segall Bryant & Hamill
Illinois
$4.19M +$2.87M +34,804 +216%
FAB
287
First American Bank
Illinois
$4.16M +$61.4K +745 +1%
WTC
288
WhitTier Trust Company
Nevada
$4.16M -$315K -3,826 -7%
GG
289
Greenwood Gearhart
Arkansas
$4.13M +$16.6K +201 +0.4%
Bank of Nova Scotia
290
Bank of Nova Scotia
Ontario, Canada
$4.1M +$241K +2,922 +6%
VV
291
Verity & Verity
South Carolina
$4.09M +$66.4K +806 +2%
BCM
292
Bourgeon Capital Management
Connecticut
$4.03M -$50.6K -614 -1%
BFO
293
Boston Family Office
Massachusetts
$4.02M -$124K -1,501 -3%
TH
294
Timber Hill
Connecticut
$4M +$4M +48,539 New
FBC
295
Fairfield, Bush & Co
Connecticut
$3.99M -$1.58M -19,199 -28%
KIA
296
KCM Investment Advisors
California
$3.98M +$144K +1,745 +4%
CCM
297
Covington Capital Management
California
$3.98M -$203K -2,464 -5%
TC
298
Taylor Cottrill
New Hampshire
$3.96M -$149K -1,813 -4%
NB
299
NBT Bank
New York
$3.92M -$12.7K -154 -0.3%
CAM
300
Carret Asset Management
New York
$3.9M -$75.9K -921 -2%
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