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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 %
NB
301
NBT Bank
New York
$4.22M +$265 +3 +0%
LTFS
302
Ladenburg Thalmann Financial Services
Florida
$4.18M +$215K +2,430 +5%
KIA
303
KCM Investment Advisors
California
$4.14M -$16.6K -188 -0.4%
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$4.14M +$1.65M +18,638 +66%
BAAM
305
Baker Avenue Asset Management
California
$4.11M -$104K -1,182 -2%
FBB
306
Fulton Breakefield Broenniman
Maryland
$4.1M +$137K +1,551 +3%
SAG
307
Sterne Agee Group
Alabama
$4.07M -$2.25K -25 -0.1%
ABC
308
Associated Banc-Corp
Wisconsin
$4.07M -$127K -1,432 -3%
EA
309
Euclid Advisors
Connecticut
$3.97M -$46.4K -525 -1%
RW
310
Rand Wealth
Maryland
$3.94M +$490K +5,544 +14%
CRC
311
Curi RMB Capital
Illinois
$3.9M -$661K -7,480 -14%
CB
312
Commerce Bank
Missouri
$3.9M +$259K +2,933 +7%
ISL
313
Ingalls & Snyder LLC
New York
$3.84M -$17.2K -195 -0.4%
RWM
314
Rench Wealth Management
Texas
$3.83M -$112K -1,266 -3%
RhumbLine Advisers
315
RhumbLine Advisers
Massachusetts
$3.79M -$172K -1,950 -4%
CCMIC
316
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$3.76M +$741K +8,386 +25%
TSBJ
317
Trevor, Stewart, Burton & Jacobsen
New York
$3.75M +$3.48M +39,384 +1,283%
Kayne Anderson Rudnick Investment Management
318
Kayne Anderson Rudnick Investment Management
California
$3.72M -$480K -5,428 -11%
MCM
319
Matterhorn Capital Management
Texas
$3.71M -$137K -1,550 -4%
PHIMC
320
Private Harbour Investment Management & Counsel
Ohio
$3.69M +$50.3K +569 +1%
CB
321
Community Bank
New York
$3.67M -$81.4K -921 -2%
JAM
322
Jolley Asset Management
North Carolina
$3.65M -$182K -2,059 -5%
GCA
323
Guardian Capital Advisors
Ontario, Canada
$3.61M +$4.32K +39 +0.1%
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$3.57M +$49.2K +557 +1%
MIM
325
Marco Investment Management
Georgia
$3.55M +$103K +1,167 +3%
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