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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 %
SAS
426
Spectrum Advisory Services
Georgia
$1.72M – – –
DA
427
Dillon & Associates
Michigan
$1.69M -$159K -2,062 -9%
Toronto Dominion Bank
428
Toronto Dominion Bank
Ontario, Canada
$1.67M +$65.2K +843 +4%
PPSG
429
Princeton Portfolio Strategies Group
New Jersey
$1.67M +$9.56K +124 +0.6%
IPC
430
Independent Portfolio Consultants
Florida
$1.67M -$1.06M -13,771 -39%
GLA
431
Great Lakes Advisors
Illinois
$1.65M +$18.3K +238 +1%
HCA
432
Horan Capital Advisors
Ohio
$1.64M -$71.1K -922 -4%
WIS
433
Wright Investors Service
Connecticut
$1.64M -$42.6K -552 -3%
ADMI
434
Albert D. Mason Inc
Massachusetts
$1.64M -$41.5K -538 -2%
DCMM
435
DG Capital Management (Massachusetts)
Massachusetts
$1.63M -$1.88M -24,346 -53%
OSNBOA
436
Old Second National Bank of Aurora
Illinois
$1.63M +$57.9K +751 +4%
DAM
437
Deimos Asset Management
New York
$1.61M +$1.61M +20,869 New
BFG
438
Beacon Financial Group
Texas
$1.6M -$48.1K -613 -3%
ECM
439
EagleClaw Capital Management
Massachusetts
$1.6M -$17.3K -224 -1%
FAAS
440
First Allied Advisory Services
California
$1.6M -$230K -2,985 -13%
PIM
441
Penobscot Investment Management
Massachusetts
$1.59M +$155K +2,009 +11%
WA
442
WealthTrust Axiom
Pennsylvania
$1.57M -$12.9K -167 -0.8%
VNA
443
Valley National Advisers
Pennsylvania
$1.56M +$92K +1,193 +6%
SCA
444
Stonebridge Capital Advisors
Minnesota
$1.56M +$23.3K +302 +2%
SFM
445
Sphera Funds Management
Israel
$1.55M -$172K -2,232 -10%
WCF
446
West Coast Financial
California
$1.51M +$8.17K +106 +0.5%
CT
447
Coastline Trust
Rhode Island
$1.51M +$55.9K +725 +4%
DIA
448
Denver Investment Advisors
Colorado
$1.5M +$51.8K +672 +4%
LBC
449
Lowe Brockenbrough & Co
Virginia
$1.49M +$10.3K +134 +0.7%
NPC
450
National Planning Corporation
California
$1.48M +$140K +2,102 +10%
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