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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 %
HC
351
HHG & Company
Connecticut
$2.93M +$11.9K +135 +0.4%
FA
352
FDx Advisors
Illinois
$2.91M -$1.35M -15,281 -32%
Cambridge Investment Research Advisors
353
Cambridge Investment Research Advisors
Iowa
$2.88M +$41.7K +472 +1%
TCOO
354
Trust Company of Oklahoma
Oklahoma
$2.82M -$2.29M -25,889 -45%
CA
355
Commerzbank Aktiengesellschaft
Germany
$2.76M +$295K +3,337 +12%
BMO
356
Beck Mack & Oliver
New York
$2.74M -$49.3K -558 -2%
AMI
357
Amica Mutual Insurance
Rhode Island
$2.73M – – –
HK
358
Horizon Kinetics
New York
$2.72M -$179K -2,028 -6%
CNFG
359
Creegan & Nassoura Financial Group
New Hampshire
$2.7M -$59.2K -670 -2%
CPA
360
Court Place Advisors
Maryland
$2.7M -$34.6K -391 -1%
PAIM
361
Punch & Associates Investment Management
Minnesota
$2.68M -$188K -2,124 -7%
NCMW
362
Northern Capital Management (Wisconsin)
Wisconsin
$2.66M +$41.4K +468 +2%
CAM
363
Congress Asset Management
Massachusetts
$2.66M +$23K +260 +0.9%
Two Sigma Investments
364
Two Sigma Investments
New York
$2.66M +$2.66M +30,101 New
GWM
365
Gupta Wealth Management
California
$2.66M +$2.66M +30,061 New
TCM
366
Telos Capital Management
California
$2.65M -$95.2K -1,077 -3%
Geode Capital Management
367
Geode Capital Management
Massachusetts
$2.64M +$51.9K +587 +2%
Bank of Nova Scotia
368
Bank of Nova Scotia
Ontario, Canada
$2.63M – – –
BIC
369
Beach Investment Counsel
Pennsylvania
$2.63M – – –
HCM
370
Harvey Capital Management
Florida
$2.63M – – –
Northwestern Mutual Wealth Management
371
Northwestern Mutual Wealth Management
Wisconsin
$2.63M +$222K +2,510 +9%
KCMRT
372
Kemper Corp Master Retirement Trust
Illinois
$2.61M – – –
SAM
373
Shamrock Asset Management
Texas
$2.61M -$407K -4,619 -14%
SBAM
374
Santa Barbara Asset Management
California
$2.59M -$1.02M -11,563 -28%
RJT
375
Raymond James Trust
Florida
$2.54M +$62.4K +706 +3%
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