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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
+$312M
2
State Street
State Street
Massachusetts
+$306M
3
Bank of America
Bank of America
North Carolina
+$306M
4
IC
Institutional Capital
Illinois
+$210M
5
MNA
Manning & Napier Advisors
New York
+$137M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$368M
2
Dodge & Cox
Dodge & Cox
California
-$207M
3
Primecap Management
Primecap Management
California
-$122M
4
BG
Bahl & Gaynor
Ohio
-$78.6M
5
Northern Trust
Northern Trust
Illinois
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
326
Marco Investment Management
Georgia
$3.25M -$9.22K -112 -0.3%
MPWT
327
MassMutual Private Wealth & Trust
Connecticut
$3.22M +$193K +2,285 +6%
HTC
328
Haverford Trust Company
Pennsylvania
$3.19M +$303K +3,682 +11%
MC
329
Moors & Cabot
Massachusetts
$3.18M +$89.3K +1,084 +3%
NME
330
Notis-McConarty Edward
$3.15M +$41.4K +503 +1%
FHC
331
First Houston Capital
Texas
$3.11M +$101K +1,228 +3%
CRC
332
Curi RMB Capital
Illinois
$3.1M -$96.8K -1,175 -3%
CA
333
Commerzbank Aktiengesellschaft
Germany
$3.09M +$518K +6,294 +20%
ANI
334
American National Insurance
Texas
$3.09M – – –
Allianz Asset Management
335
Allianz Asset Management
Germany
$3.07M +$669K +8,125 +28%
CSS
336
Cubist Systematic Strategies
Connecticut
$3.05M +$1.15M +14,014 +61%
BHWM
337
Bar Harbor Wealth Management
New Hampshire
$3.04M -$58.5K -710 -2%
Kayne Anderson Rudnick Investment Management
338
Kayne Anderson Rudnick Investment Management
California
$3.02M -$600K -7,284 -17%
RIM
339
Reliant Investment Management
Tennessee
$3.01M +$237K +2,873 +9%
Cambridge Investment Research Advisors
340
Cambridge Investment Research Advisors
Iowa
$2.97M +$13.4K +163 +0.5%
JWA
341
JFS Wealth Advisors
Pennsylvania
$2.97M -$9.14K -111 -0.3%
HA
342
Hamel Associates
New Jersey
$2.96M -$13.8K -167 -0.5%
BCM
343
BTR Capital Management
California
$2.94M +$501K +6,083 +21%
FNBT
344
FineMark National Bank & Trust
Florida
$2.92M -$121K -1,471 -4%
TCCM
345
Timber Creek Capital Management
Massachusetts
$2.92M -$75K -910 -3%
IPC
346
Independent Portfolio Consultants
Florida
$2.92M -$809K -9,821 -22%
TIC
347
Trees Investment Counsel
Illinois
$2.89M -$46K -558 -2%
HC
348
HHG & Company
Connecticut
$2.88M +$659 +8 +0%
AllianceBernstein
349
AllianceBernstein
Tennessee
$2.87M -$1.36M -16,506 -32%
TC
350
Trust Company
Kansas
$2.85M +$1.33M +16,144 +87%
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