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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
$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 %
CCMINC
401
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.32M +$184K +2,079 +9%
LA
402
LVW Advisors
New York
$2.31M +$28.5K +323 +1%
PAI
403
Pittenger & Anderson Inc
Nebraska
$2.3M +$197K +2,232 +9%
NPF
404
Norris Perne & French
Michigan
$2.26M +$8.22K +93 +0.4%
CAM
405
Cypress Asset Management
Texas
$2.21M -$7.42K -84 -0.3%
III
406
Independent Investors Inc
New York
$2.21M – – –
BCM
407
BTR Capital Management
California
$2.21M +$2.21M +24,965 New
PCTC
408
Perkins Coie Trust Company
Washington
$2.2M -$25.9K -293 -1%
NPC
409
National Planning Corporation
California
$2.18M +$232K +2,535 +12%
TAM
410
Taurus Asset Management
New York
$2.18M – – –
BF
411
BOK Financial
Oklahoma
$2.17M -$2.28M -25,817 -51%
WKWM
412
Walter & Keenan Wealth Management
Indiana
$2.16M – – –
LNWWM
413
Laird Norton Wetherby Wealth Management
California
$2.16M -$50.9K -576 -2%
MSFP
414
Mark Sheptoff Financial Planning
Connecticut
$2.13M +$368K +4,163 +21%
DA
415
Dillon & Associates
Michigan
$2.12M +$42K +474 +2%
AMM
416
American Money Management
California
$2.12M -$42.4K -480 -2%
TI
417
Turner Investments
Pennsylvania
$2.11M +$1.61M +18,191 +317%
JIC
418
Johnson Investment Counsel
Ohio
$2.09M +$86.9K +983 +4%
TGI
419
Tradewinds Global Investors
California
$2.08M -$3.35M -37,873 -62%
FAAS
420
First Allied Advisory Services
California
$2.08M -$157K -1,774 -7%
BFA
421
Benedict Financial Advisors
Georgia
$2.06M +$7.61K +83 +0.4%
LNC
422
Lincoln National Corp
Pennsylvania
$2.05M +$118K +1,332 +6%
PAG
423
Private Advisor Group
New Jersey
$2.05M -$669K -7,570 -25%
AUB
424
Atlantic Union Bankshares
Virginia
$2.04M -$225K -2,548 -10%
SAS
425
Spectrum Advisory Services
Georgia
$2.03M +$37K +419 +2%
15 16
17
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