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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 %
ECM
301
Endurant Capital Management
California
$4.15M -$1.91M -21,651 -31%
Bank of Nova Scotia
302
Bank of Nova Scotia
Ontario, Canada
$4.12M +$1.5M +16,963 +57%
KIA
303
KCM Investment Advisors
California
$4.11M -$21.5K -244 -0.5%
GCM
304
Garland Capital Management
Washington
$4.09M -$659K -7,477 -14%
BEAM
305
Baker Ellis Asset Management
Washington
$4.08M -$261K -2,959 -6%
DCMM
306
DG Capital Management (Massachusetts)
Massachusetts
$4.04M -$214K -2,427 -5%
MA
307
Montag & Associates
Georgia
$3.99M -$341K -3,867 -8%
IPC
308
Independent Portfolio Consultants
Florida
$3.99M -$784K -8,900 -16%
RW
309
Rand Wealth
Maryland
$3.98M +$54.3K +616 +1%
ABC
310
Associated Banc-Corp
Wisconsin
$3.95M -$104K -1,178 -3%
ACM
311
Advisors Capital Management
New Jersey
$3.95M +$3.95M +44,812 New
Kayne Anderson Rudnick Investment Management
312
Kayne Anderson Rudnick Investment Management
California
$3.87M +$162K +1,836 +4%
ISL
313
Ingalls & Snyder LLC
New York
$3.83M +$6.34K +72 +0.2%
BAAM
314
Baker Avenue Asset Management
California
$3.76M -$331K -3,751 -8%
DA
315
Dunvegan Associates
California
$3.68M -$684K -7,761 -16%
RWM
316
Rench Wealth Management
Texas
$3.67M -$151K -1,718 -4%
PHIMC
317
Private Harbour Investment Management & Counsel
Ohio
$3.66M -$17.2K -195 -0.5%
CB
318
Commerce Bank
Missouri
$3.65M -$237K -2,693 -6%
VKH
319
Virtu KCG Holdings
New York
$3.58M +$2.05M +23,235 +134%
JAM
320
Jolley Asset Management
North Carolina
$3.57M -$63.6K -722 -2%
CB
321
Community Bank
New York
$3.57M -$91K -1,032 -2%
FPTW
322
Franklin, Parlapiano, Turner & Welch
Texas
$3.55M +$59.8K +679 +2%
MCM
323
Matterhorn Capital Management
Texas
$3.53M -$169K -1,917 -5%
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$3.5M -$60.4K -685 -2%
MIM
325
Marco Investment Management
Georgia
$3.49M -$48.3K -548 -1%
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