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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 %
CA
426
Cambridge Advisors
Nebraska
$1.89M +$21.5K +261 +1%
ACM
427
Ativo Capital Management
Illinois
$1.87M +$395 +5 +0%
ECM
428
ETrade Capital Management
Virginia
$1.86M -$29.5K -358 -2%
SSWM
429
Smith Salley Wealth Management
North Carolina
$1.86M +$58.5K +710 +3%
NPF
430
Norris Perne & French
Michigan
$1.86M -$265K -3,214 -12%
BFA
431
Benedict Financial Advisors
Georgia
$1.85M +$3.79K +46 +0.2%
EIP
432
Epoch Investment Partners
New York
$1.84M +$1.84M +22,391 New
SAS
433
Spectrum Advisory Services
Georgia
$1.84M -$9.23K -112 -0.5%
SFM
434
Sphera Funds Management
Israel
$1.84M -$7.35M -89,280 -80%
WMSA
435
Weiss Multi-Strategy Advisers
New York
$1.84M – – –
HCA
436
Horan Capital Advisors
Ohio
$1.83M -$565K -6,857 -24%
TWA
437
Tillar-Wenstrup Advisors
Ohio
$1.83M +$1.83M +22,191 New
WIS
438
Wright Investors Service
Connecticut
$1.8M -$50.6K -614 -3%
ADMI
439
Albert D. Mason Inc
Massachusetts
$1.79M +$503K +6,101 +39%
PPSG
440
Princeton Portfolio Strategies Group
New Jersey
$1.77M +$39K +473 +2%
WOC
441
West Oak Capital
California
$1.75M -$7.33K -89 -0.4%
GLA
442
Great Lakes Advisors
Illinois
$1.74M +$412K +5,005 +31%
ECM
443
EagleClaw Capital Management
Massachusetts
$1.72M -$34K -412 -2%
Toronto Dominion Bank
444
Toronto Dominion Bank
Ontario, Canada
$1.72M +$318K +3,840 +23%
WA
445
WealthTrust Axiom
Pennsylvania
$1.69M -$9.22K -112 -0.5%
BFG
446
Beacon Financial Group
Texas
$1.69M +$32K +399 +2%
AIG
447
American International Group
New York
$1.68M +$3.87K +47 +0.2%
HFS
448
HL Financial Services
Kentucky
$1.68M +$84.8K +1,030 +5%
OSNBOA
449
Old Second National Bank of Aurora
Illinois
$1.68M +$39.8K +483 +2%
CIBC World Market
450
CIBC World Market
Ontario, Canada
$1.67M -$378K -4,593 -18%
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