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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 %
III
401
Independent Investors Inc
New York
$1.94M +$8.63K +112 +0.4%
PCTC
402
Perkins Coie Trust Company
Washington
$1.91M +$14.6K +190 +0.8%
RFC
403
Regions Financial Corp
Alabama
$1.91M +$113K +1,461 +6%
TG
404
TCW Group
California
$1.91M -$66.6K -864 -3%
WKWM
405
Walter & Keenan Wealth Management
Indiana
$1.89M – – –
TAM
406
Taurus Asset Management
New York
$1.89M – – –
AMG
407
Advisors Management Group
Wisconsin
$1.88M +$1.88M +24,331 New
T. Rowe Price Associates
408
T. Rowe Price Associates
Maryland
$1.87M – – –
LNC
409
Lincoln National Corp
Pennsylvania
$1.86M +$86.4K +1,182 +5%
MFS
410
MSI Financial Services
Massachusetts
$1.86M +$802K +10,406 +76%
TSW
411
Thompson Siegel & Walmsley
Virginia
$1.86M +$18K +234 +1%
SSWM
412
Smith Salley Wealth Management
North Carolina
$1.86M +$116K +1,511 +7%
SSIA
413
Spero-Smith Investment Advisers
Ohio
$1.86M -$51.2K -664 -3%
FCH
414
Freestone Capital Holdings
Washington
$1.84M +$549K +7,122 +42%
WIC
415
Woodmont Investment Counsel
Tennessee
$1.83M – – –
FWM
416
Frontier Wealth Management
Missouri
$1.83M +$60.8K +789 +3%
TCM
417
Telos Capital Management
California
$1.83M +$28.2K +366 +2%
HFS
418
HL Financial Services
Kentucky
$1.81M +$242K +3,141 +15%
SCM
419
Stevens Capital Management
Pennsylvania
$1.79M +$1.06M +13,772 +146%
SAM
420
Shamrock Asset Management
Texas
$1.76M -$79.1K -1,027 -4%
WOC
421
West Oak Capital
California
$1.75M +$119K +1,545 +7%
CA
422
Cambridge Advisors
Nebraska
$1.75M -$17.2K -223 -1%
MSFP
423
Mark Sheptoff Financial Planning
Connecticut
$1.75M -$43K -558 -2%
BFA
424
Benedict Financial Advisors
Georgia
$1.73M -$3.09K -40 -0.2%
TWA
425
Tillar-Wenstrup Advisors
Ohio
$1.72M +$12.8K +166 +0.7%
15 16
17
18 19