NVS icon

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 %
CRC
326
Curi RMB Capital
Illinois
$3.42M -$466K -5,284 -12%
NME
327
Notis-McConarty Edward
$3.32M +$170K +1,928 +5%
MFS
328
MSI Financial Services
Massachusetts
$3.32M +$270K +3,062 +9%
BHWM
329
Bar Harbor Wealth Management
New Hampshire
$3.31M +$7.84K +89 +0.2%
MC
330
Moors & Cabot
Massachusetts
$3.31M +$122K +1,386 +4%
ANI
331
American National Insurance
Texas
$3.3M – – –
FNBT
332
FineMark National Bank & Trust
Florida
$3.26M -$47K -534 -1%
FHC
333
First Houston Capital
Texas
$3.23M – – –
TCCM
334
Timber Creek Capital Management
Massachusetts
$3.2M -$44.7K -507 -1%
HA
335
Hamel Associates
New Jersey
$3.19M -$126K -1,434 -4%
JWA
336
JFS Wealth Advisors
Pennsylvania
$3.18M – – –
GCA
337
Guardian Capital Advisors
Ontario, Canada
$3.17M +$40.7K +424 +1%
Cambridge Investment Research Advisors
338
Cambridge Investment Research Advisors
Iowa
$3.16M +$288K +3,271 +10%
TIC
339
Trees Investment Counsel
Illinois
$3.14M +$39.8K +452 +1%
FA
340
FDx Advisors
Illinois
$3.14M +$246K +2,801 +9%
HTC
341
Haverford Trust Company
Pennsylvania
$3.09M -$15.5K -176 -0.5%
HC
342
HHG & Company
Connecticut
$3.08M +$160K +1,816 +5%
FHA
343
First Horizon Advisors
Tennessee
$3.06M -$187K -2,119 -6%
ANTB
344
AMG National Trust Bank
Colorado
$2.99M +$1.95M +22,072 +186%
TG
345
TCW Group
California
$2.98M – – –
RIM
346
Reliant Investment Management
Tennessee
$2.97M -$336K -3,816 -10%
CCM
347
Catawba Capital Management
Virginia
$2.94M -$44.7K -507 -1%
SSIA
348
Spero-Smith Investment Advisers
Ohio
$2.93M -$19.7K -223 -0.7%
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$2.91M -$888K -10,952 -23%
BHA
350
Beech Hill Advisors
New York
$2.9M -$179K -2,037 -6%
12 13
14
15 16