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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 %
OC
451
Oarsman Capital
Wisconsin
$1.69M -$4.95K -56 -0.3%
SF
452
Synovus Financial
Georgia
$1.68M +$54.6K +617 +3%
OSNBOA
453
Old Second National Bank of Aurora
Illinois
$1.68M +$116K +1,316 +7%
SRC
454
Shufro Rose & Co
New York
$1.65M +$3.18K +36 +0.2%
COI
455
Connable Office Inc
Michigan
$1.65M +$2.47K +28 +0.2%
SSWM
456
Smith Salley Wealth Management
North Carolina
$1.65M +$309K +3,501 +23%
WCF
457
West Coast Financial
California
$1.64M -$13.2K -149 -0.8%
APFBOT
458
Amica Pension Fund Board of Trustees
Rhode Island
$1.64M – – –
CIBC World Market
459
CIBC World Market
Ontario, Canada
$1.64M +$1.09M +12,354 +201%
FMC
460
First Merchants Corp
Indiana
$1.63M -$45.9K -519 -3%
WA
461
Wheatland Advisors
Pennsylvania
$1.61M -$19.7K -223 -1%
SCA
462
Stonebridge Capital Advisors
Minnesota
$1.6M +$82.8K +937 +5%
EGA
463
E&G Advisors
Texas
$1.6M -$133K -1,507 -8%
DDC
464
Daniel Devine & Co
Florida
$1.6M – – –
CCA
465
Catalyst Capital Advisors
New York
$1.6M – – –
RFC
466
Regions Financial Corp
Alabama
$1.59M +$541K +6,123 +52%
HC
467
Hawkins Capital
Texas
$1.58M – – –
LIM
468
Leavell Investment Management
Alabama
$1.57M +$98.6K +1,116 +7%
CSS
469
Cubist Systematic Strategies
Connecticut
$1.57M +$823K +9,312 +110%
AIA
470
AIMZ Investment Advisors
California
$1.57M +$1.77K +20 +0.1%
FPFS
471
First Personal Financial Services
North Carolina
$1.57M -$31.6K -357 -2%
CT
472
Coastline Trust
Rhode Island
$1.57M -$11.3K -128 -0.7%
AIA
473
Avalon Investment & Advisory
Texas
$1.54M +$110K +1,249 +8%
PJSIMP
474
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.54M -$56.7K -642 -4%
VKH
475
Virtu KCG Holdings
New York
$1.53M -$32.1M -363,692 -95%
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