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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 %
ONB
376
Old National Bancorp
Indiana
$2.43M +$25.3K +307 +1%
BMO
377
Beck Mack & Oliver
New York
$2.43M -$106K -1,283 -4%
QCM
378
Quadrant Capital Management
New Jersey
$2.42M +$141K +1,707 +6%
PAG
379
Private Advisor Group
New Jersey
$2.42M +$363K +4,411 +18%
SC
380
Scotia Capital
Ontario, Canada
$2.41M -$14.6K -177 -0.6%
NCMW
381
Northern Capital Management (Wisconsin)
Wisconsin
$2.39M -$67.5K -820 -3%
BF
382
BOK Financial
Oklahoma
$2.37M +$7.91K +96 +0.3%
FC
383
FCA Corp
Texas
$2.32M +$56.1K +681 +2%
CC
384
Cannell & Co
New York
$2.32M +$648K +7,868 +39%
AIA
385
Avalon Investment & Advisory
Texas
$2.3M +$447K +5,430 +24%
FANJ
386
Financial Architects (New Jersey)
New Jersey
$2.3M +$71.5K +868 +3%
TCOT
387
Trust Company of Toledo
Ohio
$2.28M -$24.4K -296 -1%
PG
388
Patten Group
Tennessee
$2.28M +$6.92K +84 +0.3%
HBT
389
Hills Bank & Trust
Iowa
$2.28M -$18.8K -228 -0.8%
TGI
390
Tradewinds Global Investors
California
$2.25M +$156K +1,894 +7%
CIP
391
Chartwell Investment Partners
Pennsylvania
$2.25M – – –
LNWWM
392
Laird Norton Wetherby Wealth Management
California
$2.25M +$168K +2,034 +8%
FMC
393
First Merchants Corp
Indiana
$2.24M +$730K +8,870 +48%
AMM
394
American Money Management
California
$2.24M +$290K +3,525 +15%
CAM
395
Cypress Asset Management
Texas
$2.23M +$14.7K +178 +0.7%
RJT
396
Raymond James Trust
Florida
$2.21M +$30.9K +375 +1%
BSWMG
397
Barrington Strategic Wealth Management Group
Illinois
$2.2M -$20.6K -250 -0.9%
JIC
398
Johnson Investment Counsel
Ohio
$2.17M +$149K +1,807 +7%
LA
399
LVW Advisors
New York
$2.16M -$34.7K -421 -2%
RIL
400
Rothschild Investment LLC
Illinois
$2.14M -$46K -558 -2%
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