NVS icon

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
$438M
2
Aristotle Capital Management
Aristotle Capital Management
California
$176M
3
Franklin Resources
Franklin Resources
California
$363M
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
$0
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$7.31M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$85.5M
4
BTS
BB&T Securities
Virginia
$546M
5
WCM
Wedge Capital Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
376
Scotia Capital
Ontario, Canada
$2.53M -$90.8K -1,028 -3%
CIP
377
Chartwell Investment Partners
Pennsylvania
$2.52M -$683K -7,730 -21%
SCA
378
Salient Capital Advisors
Texas
$2.52M -$19.4K -219 -0.8%
HCA
379
Horan Capital Advisors
Ohio
$2.51M +$32.1K +363 +1%
CNB
380
City National Bank
California
$2.5M +$154K +1,745 +7%
GA
381
Geneva Advisors
Illinois
$2.49M -$366K -4,143 -13%
QCM
382
Quadrant Capital Management
New Jersey
$2.49M +$32K +362 +1%
TCOT
383
Trust Company of Toledo
Ohio
$2.47M +$54.2K +613 +2%
TSW
384
Thompson Siegel & Walmsley
Virginia
$2.47M -$197K -2,233 -7%
AC
385
Alleghany Corporation
New York
$2.47M – – –
PG
386
Patten Group
Tennessee
$2.46M -$121K -1,367 -5%
HBT
387
Hills Bank & Trust
Iowa
$2.46M +$148K +1,676 +6%
FC
388
FCA Corp
Texas
$2.45M +$22.6K +256 +0.9%
WIC
389
Woodmont Investment Counsel
Tennessee
$2.44M -$1.1M -12,437 -31%
Creative Planning
390
Creative Planning
Kansas
$2.42M +$83.9K +950 +4%
BACM
391
Blue Arrow Capital Management
New York
$2.4M +$2.4M +27,201 New
MCM
392
McKinley Capital Management
Alaska
$2.4M -$34.4K -389 -1%
FANJ
393
Financial Architects (New Jersey)
New Jersey
$2.39M +$16.7K +189 +0.7%
PGFC
394
Peapack-Gladstone Financial Corp
New Jersey
$2.38M +$19.7K +223 +0.8%
BSWMG
395
Barrington Strategic Wealth Management Group
Illinois
$2.38M +$18.9K +214 +0.8%
ACM
396
Ativo Capital Management
Illinois
$2.38M -$61.3K -694 -3%
HI
397
HBK Investments
Texas
$2.35M +$490K +5,549 +26%
V
398
Veritable
Delaware
$2.35M +$104K +1,177 +5%
RIL
399
Rothschild Investment LLC
Illinois
$2.34M +$46.7K +529 +2%
OA
400
Oak Associates
Ohio
$2.33M – – –
14 15
16
17 18