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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 %
SCA
401
Salient Capital Advisors
Texas
$2.11M -$375K -4,547 -15%
TG
402
TCW Group
California
$2.11M -$676K -8,203 -24%
PGFC
403
Peapack-Gladstone Financial Corp
New Jersey
$2.1M -$88.6K -1,076 -4%
AUB
404
Atlantic Union Bankshares
Virginia
$2.09M +$295K +3,580 +16%
TI
405
Turner Investments
Pennsylvania
$2.07M +$665K +8,069 +47%
FNYS
406
First New York Securities
New York
$2.07M -$276K -3,348 -12%
MCM
407
McKinley Capital Management
Alaska
$2.06M +$40.2K +488 +2%
III
408
Independent Investors Inc
New York
$2.06M – – –
SSIA
409
Spero-Smith Investment Advisers
Ohio
$2.04M -$705K -8,561 -26%
LNC
410
Lincoln National Corp
Pennsylvania
$2.03M +$52.4K +627 +3%
OA
411
Oak Associates
Ohio
$2.03M -$138K -1,674 -6%
PCTC
412
Perkins Coie Trust Company
Washington
$2.03M +$6.42K +78 +0.3%
TAM
413
Taurus Asset Management
New York
$2.02M -$9.23K -112 -0.5%
WKWM
414
Walter & Keenan Wealth Management
Indiana
$2.02M – – –
T. Rowe Price Associates
415
T. Rowe Price Associates
Maryland
$2M -$31.2M -378,882 -94%
DA
416
Dillon & Associates
Michigan
$1.98M -$7.83K -95 -0.4%
TSW
417
Thompson Siegel & Walmsley
Virginia
$1.97M -$347K -4,213 -15%
SAM
418
Shamrock Asset Management
Texas
$1.97M -$129K -1,568 -6%
WIC
419
Woodmont Investment Counsel
Tennessee
$1.96M -$248K -3,014 -11%
Geode Capital Management
420
Geode Capital Management
Massachusetts
$1.96M -$73.7K -895 -4%
FAAS
421
First Allied Advisory Services
California
$1.95M -$477K -5,813 -20%
TCM
422
Telos Capital Management
California
$1.93M -$625K -7,589 -25%
RFC
423
Regions Financial Corp
Alabama
$1.92M +$279K +3,386 +17%
MSFP
424
Mark Sheptoff Financial Planning
Connecticut
$1.91M -$72.4K -879 -4%
FWM
425
Frontier Wealth Management
Missouri
$1.89M +$201K +2,443 +12%
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