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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 %
FC
451
Fayerweather Charles
$1.67M +$16.1K +195 +1%
PAMG
452
Patton Albertson Miller Group
Tennessee
$1.66M -$71.8K -876 -4%
SF
453
Synovus Financial
Georgia
$1.66M +$102K +1,236 +7%
SCA
454
Stonebridge Capital Advisors
Minnesota
$1.64M +$82K +995 +5%
CCA
455
Checchi Capital Advisers
California
$1.63M +$201K +2,445 +14%
NPC
456
National Planning Corporation
California
$1.62M -$397K -4,924 -20%
WCF
457
West Coast Financial
California
$1.61M +$20.3K +246 +1%
GD
458
Grandfield & Dodd
New York
$1.59M +$605K +7,350 +61%
LBC
459
Lowe Brockenbrough & Co
Virginia
$1.58M – – –
JWM
460
Jackson Wealth Management
Florida
$1.58M +$40.9K +496 +3%
VNA
461
Valley National Advisers
Pennsylvania
$1.57M -$19K -231 -1%
CT
462
Coastline Trust
Rhode Island
$1.55M +$94.6K +1,149 +6%
OC
463
Oarsman Capital
Wisconsin
$1.55M +$1.9K +23 +0.1%
DIA
464
Denver Investment Advisors
Colorado
$1.55M -$112K -1,356 -7%
SRC
465
Shufro Rose & Co
New York
$1.54M – – –
PIM
466
Penobscot Investment Management
Massachusetts
$1.54M +$278K +3,379 +22%
TCM
467
Tradition Capital Management
New Jersey
$1.53M -$28.5K -346 -2%
APFBOT
468
Amica Pension Fund Board of Trustees
Rhode Island
$1.53M – – –
EGA
469
E&G Advisors
Texas
$1.52M – – –
1GA
470
1st Global Advisors
Texas
$1.52M -$130K -1,579 -8%
Susquehanna International Group
471
Susquehanna International Group
Pennsylvania
$1.5M +$495K +6,016 +49%
DDC
472
Daniel Devine & Co
Florida
$1.49M – – –
CCA
473
Catalyst Capital Advisors
New York
$1.49M – – –
WA
474
Wheatland Advisors
Pennsylvania
$1.49M – – –
FPFS
475
First Personal Financial Services
North Carolina
$1.49M +$52.8K +641 +4%
17 18
19
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