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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 %
CIM
276
Corda Investment Management
Texas
$4.15M -$42.7K -554 -1%
LG
277
LaFleur & Godfrey
Michigan
$4.13M -$105K -1,367 -2%
FBC
278
Fairfield, Bush & Co
Connecticut
$4.13M +$398K +5,162 +11%
CAM
279
Cubic Asset Management
Massachusetts
$4.12M – – –
SFPIA
280
Stevens First Principles Investment Advisors
California
$4.11M -$30.1K -390 -0.7%
GAM
281
Griffin Asset Management
New York
$4.03M +$34.8K +452 +0.9%
GC
282
Grace Capital
Massachusetts
$3.97M +$276K +3,584 +7%
Federated Hermes
283
Federated Hermes
Pennsylvania
$3.94M -$123K -1,597 -3%
SBH
284
Segall Bryant & Hamill
Illinois
$3.92M -$8.56K -111 -0.2%
VV
285
Verity & Verity
South Carolina
$3.91M +$78.3K +1,016 +2%
FAB
286
First American Bank
Illinois
$3.82M -$73.2K -950 -2%
CCM
287
Covington Capital Management
California
$3.82M +$96.2K +1,248 +3%
GG
288
Greenwood Gearhart
Arkansas
$3.8M -$65.4K -848 -2%
KIA
289
KCM Investment Advisors
California
$3.79M +$62.6K +812 +2%
MIH
290
Madison Investment Holdings
Wisconsin
$3.76M -$4.54M -58,955 -55%
GHA
291
GW Henssler & Associates
Georgia
$3.76M -$609K -7,900 -14%
TC
292
Taylor Cottrill
New Hampshire
$3.74M +$30.1K +390 +0.8%
CAM
293
Carret Asset Management
New York
$3.73M +$81.7K +1,060 +2%
BFO
294
Boston Family Office
Massachusetts
$3.72M -$36.5K -474 -1%
FBB
295
Fulton Breakefield Broenniman
Maryland
$3.71M +$104K +1,350 +3%
WTC
296
WhitTier Trust Company
Nevada
$3.67M -$219K -2,836 -6%
PG
297
PEAK6 Group
Illinois
$3.66M -$990K -12,846 -21%
ABP
298
Arthur B. Page
$3.65M +$13.7K +178 +0.4%
NB
299
NBT Bank
New York
$3.6M -$66.4K -861 -2%
BEAM
300
Baker Ellis Asset Management
Washington
$3.59M +$12.9K +167 +0.4%
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