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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 %
FC
351
FCA Corp
Texas
$2.46M +$286K +3,705 +13%
JMFC
352
J.M. Forbes & Co
Massachusetts
$2.45M +$14.4K +187 +0.6%
RJT
353
Raymond James Trust
Florida
$2.45M +$384K +4,977 +19%
GD
354
Grandfield & Dodd
New York
$2.45M +$954K +12,370 +64%
GWM
355
Gupta Wealth Management
California
$2.42M -$190K -2,469 -7%
Creative Planning
356
Creative Planning
Kansas
$2.41M -$667K -8,651 -22%
AMI
357
Amica Mutual Insurance
Rhode Island
$2.38M – – –
KBG
358
Kahn Brothers Group
New York
$2.38M -$77.4K -1,004 -3%
CPA
359
Court Place Advisors
Maryland
$2.36M – – –
AMM
360
American Money Management
California
$2.36M +$265K +3,432 +13%
PAG
361
Private Advisor Group
New Jersey
$2.35M +$85.5K +1,109 +4%
CNFG
362
Creegan & Nassoura Financial Group
New Hampshire
$2.34M -$8.63K -112 -0.4%
Walleye Trading
363
Walleye Trading
New York
$2.34M +$1.58M +20,436 +206%
UBS AM
364
UBS AM
Illinois
$2.32M -$11.9M -154,824 -84%
PAI
365
Pittenger & Anderson Inc
Nebraska
$2.31M +$5.17K +67 +0.2%
TCOO
366
Trust Company of Oklahoma
Oklahoma
$2.3M -$324K -4,201 -12%
HCM
367
Harvey Capital Management
Florida
$2.29M – – –
BF
368
BOK Financial
Oklahoma
$2.29M +$69.5K +902 +3%
KCMRT
369
Kemper Corp Master Retirement Trust
Illinois
$2.28M – – –
SC
370
Scotia Capital
Ontario, Canada
$2.25M – – –
CCMINC
371
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.25M -$77.2K -1,002 -3%
AUB
372
Atlantic Union Bankshares
Virginia
$2.24M +$285K +3,697 +15%
TCM
373
Tradition Capital Management
New Jersey
$2.24M +$808K +10,485 +56%
CRC
374
Curi RMB Capital
Illinois
$2.23M -$670K -8,688 -23%
NCMW
375
Northern Capital Management (Wisconsin)
Wisconsin
$2.22M -$10.8K -140 -0.5%
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