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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
$648M
2
State Street
State Street
Massachusetts
$308M
3
Bank of America
Bank of America
North Carolina
$519M
4
IC
Institutional Capital
Illinois
$353M
5
MNA
Manning & Napier Advisors
New York
$256M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$130M
2
Dodge & Cox
Dodge & Cox
California
$4.2B
3
Primecap Management
Primecap Management
California
$1.91B
4
BG
Bahl & Gaynor
Ohio
$79.1M
5
Northern Trust
Northern Trust
Illinois
$326M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABP
301
Arthur B. Page
$3.89M -$113K -1,367 -3%
FBB
302
Fulton Breakefield Broenniman
Maryland
$3.85M -$105K -1,279 -3%
BTW
303
Boston Trust Walden
Massachusetts
$3.84M -$239K -2,902 -6%
RC
304
RegentAtlantic Capital
New Jersey
$3.82M -$264K -3,202 -6%
BEAM
305
Baker Ellis Asset Management
Washington
$3.82M +$7.74K +94 +0.2%
MA
306
Montag & Associates
Georgia
$3.77M +$36.3K +441 +1%
DCMM
307
DG Capital Management (Massachusetts)
Massachusetts
$3.75M -$24.4K -296 -0.6%
PP
308
PDT Partners
New York
$3.74M -$2.38M -28,868 -39%
QT
309
Quantbot Technologies
New York
$3.73M -$4.31M -52,354 -54%
Barclays
310
Barclays
United Kingdom
$3.68M +$1.09M +13,353 +42%
ABC
311
Associated Banc-Corp
Wisconsin
$3.65M -$41.4K -502 -1%
ISL
312
Ingalls & Snyder LLC
New York
$3.58M -$2.31K -28 -0.1%
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$3.48M +$205K +2,486 +6%
MSR
314
Main Street Research
Connecticut
$3.46M +$2.37M +29,269 +217%
RWM
315
Rench Wealth Management
Texas
$3.42M -$4.7K -57 -0.1%
BAAM
316
Baker Avenue Asset Management
California
$3.41M -$108K -1,310 -3%
DA
317
Dunvegan Associates
California
$3.4M -$41.8K -507 -1%
PHIMC
318
Private Harbour Investment Management & Counsel
Ohio
$3.39M -$34.4K -418 -1%
JAM
319
Jolley Asset Management
North Carolina
$3.32M -$26.2K -318 -0.8%
CB
320
Community Bank
New York
$3.31M -$29.9K -363 -0.9%
MCM
321
Matterhorn Capital Management
Texas
$3.31M +$8.32K +101 +0.3%
FPTW
322
Franklin, Parlapiano, Turner & Welch
Texas
$3.3M -$17K -207 -0.5%
William Blair Investment Management
323
William Blair Investment Management
Illinois
$3.29M +$3.29M +39,961 New
Creative Planning
324
Creative Planning
Kansas
$3.29M +$633K +7,689 +24%
CB
325
Commerce Bank
Missouri
$3.27M -$141K -1,709 -4%
11 12
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