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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 %
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$3.49M +$240K +3,107 +7%
BTW
302
Boston Trust Walden
Massachusetts
$3.47M -$123K -1,590 -3%
MA
303
Montag & Associates
Georgia
$3.46M -$71.4K -926 -2%
ABC
304
Associated Banc-Corp
Wisconsin
$3.38M -$37.8K -490 -1%
ISL
305
Ingalls & Snyder LLC
New York
$3.32M -$31K -402 -0.9%
RFC
306
Russell Frank Company
Washington
$3.3M -$17.3M -219,529 -84%
RC
307
RegentAtlantic Capital
New Jersey
$3.29M -$285K -3,696 -8%
MSR
308
Main Street Research
Connecticut
$3.28M -$20.2K -262 -0.6%
FPTW
309
Franklin, Parlapiano, Turner & Welch
Texas
$3.22M +$130K +1,684 +4%
RWM
310
Rench Wealth Management
Texas
$3.22M +$13.9K +180 +0.4%
TC
311
Trust Company
Kansas
$3.19M +$526K +6,817 +20%
DA
312
Dunvegan Associates
California
$3.15M -$28.8K -374 -0.9%
JAM
313
Jolley Asset Management
North Carolina
$3.15M +$45.2K +586 +1%
CAM
314
Congress Asset Management
Massachusetts
$3.1M +$460K +5,973 +17%
MCM
315
Matterhorn Capital Management
Texas
$3.09M -$1.23K -16 -0%
CB
316
Community Bank
New York
$3.09M -$5.48K -71 -0.2%
CB
317
Commerce Bank
Missouri
$3.09M +$29K +376 +0.9%
MIM
318
Marco Investment Management
Georgia
$3.07M +$25.8K +335 +0.8%
HA
319
Hamel Associates
New Jersey
$3.05M +$273K +3,543 +10%
RIM
320
Reliant Investment Management
Tennessee
$2.99M +$167K +2,171 +6%
NME
321
Notis-McConarty Edward
$2.92M -$21.1K -274 -0.7%
CA
322
Commerzbank Aktiengesellschaft
Germany
$2.92M +$22.1K +287 +0.8%
PHIMC
323
Private Harbour Investment Management & Counsel
Ohio
$2.9M -$275K -3,566 -9%
TH
324
Timber Hill
Connecticut
$2.89M -$850K -11,019 -23%
ANI
325
American National Insurance
Texas
$2.89M – – –
11 12
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