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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 %
GA
351
Geneva Advisors
Illinois
$2.84M +$251K +3,048 +10%
CAM
352
Congress Asset Management
Massachusetts
$2.82M +$224K +2,724 +9%
TCOO
353
Trust Company of Oklahoma
Oklahoma
$2.8M +$133K +1,617 +5%
Northwestern Mutual Wealth Management
354
Northwestern Mutual Wealth Management
Wisconsin
$2.79M +$312K +3,782 +13%
GWM
355
Gupta Wealth Management
California
$2.78M +$132K +1,600 +5%
GCA
356
Guardian Capital Advisors
Ontario, Canada
$2.77M +$74.6K +915 +3%
ANTB
357
AMG National Trust Bank
Colorado
$2.75M -$41.8K -508 -1%
CCM
358
Catawba Capital Management
Virginia
$2.71M -$40K -486 -1%
FA
359
FDx Advisors
Illinois
$2.66M -$284K -3,443 -10%
HK
360
Horizon Kinetics
New York
$2.64M +$129K +1,562 +5%
CNB
361
City National Bank
California
$2.64M +$275K +3,336 +12%
KBG
362
Kahn Brothers Group
New York
$2.62M +$36.7K +446 +1%
JMFC
363
J.M. Forbes & Co
Massachusetts
$2.6M +$2.6M +31,619 New
PAIM
364
Punch & Associates Investment Management
Minnesota
$2.59M +$51.7K +628 +2%
AMI
365
Amica Mutual Insurance
Rhode Island
$2.54M – – –
RhumbLine Advisers
366
RhumbLine Advisers
Massachusetts
$2.53M – – –
CPA
367
Court Place Advisors
Maryland
$2.53M +$9.97K +121 +0.4%
CNFG
368
Creegan & Nassoura Financial Group
New Hampshire
$2.51M -$9.14K -111 -0.4%
CCMINC
369
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.49M +$32K +388 +1%
PAI
370
Pittenger & Anderson Inc
Nebraska
$2.49M +$83.5K +1,005 +3%
FHA
371
First Horizon Advisors
Tennessee
$2.47M -$387K -4,705 -14%
Voloridge Investment Management
372
Voloridge Investment Management
Florida
$2.46M +$2.46M +29,821 New
BIC
373
Beach Investment Counsel
Pennsylvania
$2.45M – – –
HCM
374
Harvey Capital Management
Florida
$2.45M – – –
KCMRT
375
Kemper Corp Master Retirement Trust
Illinois
$2.44M – – –
13 14
15
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