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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 %
FPTW
326
Franklin, Parlapiano, Turner & Welch
Texas
$3.5M +$42.1K +476 +1%
AllianceBernstein
327
AllianceBernstein
Tennessee
$3.48M +$437K +4,940 +14%
PWS
328
Peloton Wealth Strategists
Indiana
$3.45M -$39.4K -446 -1%
HA
329
Hamel Associates
New Jersey
$3.32M -$239K -2,707 -7%
BHWM
330
Bar Harbor Wealth Management
New Hampshire
$3.32M +$125K +1,415 +4%
ANI
331
American National Insurance
Texas
$3.31M – – –
FHA
332
First Horizon Advisors
Tennessee
$3.31M -$167K -1,858 -5%
RIM
333
Reliant Investment Management
Tennessee
$3.31M -$17.8K -201 -0.5%
FNBT
334
FineMark National Bank & Trust
Florida
$3.31M +$466K +5,271 +16%
ONB
335
Old National Bancorp
Indiana
$3.31M +$758K +8,573 +30%
TCCM
336
Timber Creek Capital Management
Massachusetts
$3.26M -$81.4K -922 -2%
Lord, Abbett & Co
337
Lord, Abbett & Co
New Jersey
$3.25M +$3.25M +36,731 New
FHC
338
First Houston Capital
Texas
$3.23M +$261K +2,957 +9%
MC
339
Moors & Cabot
Massachusetts
$3.2M +$65.7K +743 +2%
JWA
340
JFS Wealth Advisors
Pennsylvania
$3.19M -$9.9K -112 -0.3%
NME
341
Notis-McConarty Edward
$3.16M +$182K +2,065 +6%
HTC
342
Haverford Trust Company
Pennsylvania
$3.11M +$27.3K +309 +0.9%
TIC
343
Trees Investment Counsel
Illinois
$3.11M -$161K -1,822 -5%
BHA
344
Beech Hill Advisors
New York
$3.09M -$32.5K -368 -1%
MFS
345
MSI Financial Services
Massachusetts
$3.06M +$678K +7,678 +29%
KBG
346
Kahn Brothers Group
New York
$3.05M – – –
Capital Fund Management (CFM)
347
Capital Fund Management (CFM)
France
$3M +$1.11M +12,547 +59%
CCM
348
Catawba Capital Management
Virginia
$2.99M +$95.6K +1,082 +3%
TG
349
TCW Group
California
$2.99M +$810K +9,165 +37%
SSIA
350
Spero-Smith Investment Advisers
Ohio
$2.96M -$36.9K -417 -1%
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