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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 %
AIP
326
ARS Investment Partners
New York
$2.88M -$4.08M -52,982 -59%
Allianz Asset Management
327
Allianz Asset Management
Germany
$2.87M – – –
MC
328
Moors & Cabot
Massachusetts
$2.84M -$144K -1,867 -5%
TA
329
TMD & Associates
Arizona
$2.81M +$2.81M +36,499 New
BIC
330
Beach Investment Counsel
Pennsylvania
$2.81M +$512K +6,641 +22%
TCCM
331
Timber Creek Capital Management
Massachusetts
$2.8M +$64.5K +837 +2%
FA
332
FDx Advisors
Illinois
$2.8M +$307K +3,986 +12%
PAIM
333
Punch & Associates Investment Management
Minnesota
$2.77M +$350K +4,534 +14%
JWA
334
JFS Wealth Advisors
Pennsylvania
$2.76M -$13K -168 -0.5%
BCM
335
BTR Capital Management
California
$2.73M -$17.3K -224 -0.6%
Cambridge Investment Research Advisors
336
Cambridge Investment Research Advisors
Iowa
$2.73M -$48.6K -631 -2%
HC
337
HHG & Company
Connecticut
$2.72M +$24.7K +321 +0.9%
GA
338
Geneva Advisors
Illinois
$2.71M +$51.9K +673 +2%
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$2.68M +$64.9K +842 +2%
HTC
340
Haverford Trust Company
Pennsylvania
$2.67M -$313K -4,059 -10%
GCA
341
Guardian Capital Advisors
Ontario, Canada
$2.65M +$50.2K +657 +2%
BHWM
342
Bar Harbor Wealth Management
New Hampshire
$2.61M -$232K -3,003 -8%
ANTB
343
AMG National Trust Bank
Colorado
$2.58M – – –
CCM
344
Catawba Capital Management
Virginia
$2.57M +$30.1K +391 +1%
FHC
345
First Houston Capital
Texas
$2.54M -$370K -4,799 -13%
ACM
346
Ativo Capital Management
Illinois
$2.51M +$683K +8,863 +37%
RhumbLine Advisers
347
RhumbLine Advisers
Massachusetts
$2.5M +$138K +1,785 +6%
Kayne Anderson Rudnick Investment Management
348
Kayne Anderson Rudnick Investment Management
California
$2.5M -$326K -4,230 -12%
HK
349
Horizon Kinetics
New York
$2.47M – – –
QCM
350
Quadrant Capital Management
New Jersey
$2.46M +$194K +2,511 +9%
12 13
14
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