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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 %
CI
451
Clal Insurance
Israel
$1.47M -$19.8M -256,370 -93%
DRD
452
Dennis R. Delaney
$1.46M +$1.46M +19,005 New
OC
453
Oarsman Capital
Wisconsin
$1.46M +$7.32K +95 +0.5%
NPT
454
Nixon Peabody Trust
Massachusetts
$1.45M +$1.45M +18,814 New
FC
455
FIC Capital
New York
$1.45M +$104K +1,351 +8%
WA1
456
Wimmer Associates 1
California
$1.44M +$1.44M +18,653 New
SF
457
Synovus Financial
Georgia
$1.43M -$114K -1,486 -7%
APFBOT
458
Amica Pension Fund Board of Trustees
Rhode Island
$1.43M – – –
EGA
459
E&G Advisors
Texas
$1.42M – – –
JWM
460
Jackson Wealth Management
Florida
$1.42M +$2.95K +40 +0.2%
PJSIMP
461
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.42M +$51.7K +670 +4%
BMO
462
Beck Mack & Oliver
New York
$1.41M -$862K -11,186 -38%
SRC
463
Shufro Rose & Co
New York
$1.41M -$32.3K -419 -2%
DDC
464
Daniel Devine & Co
Florida
$1.4M – – –
CCA
465
Catalyst Capital Advisors
New York
$1.4M – – –
WA
466
Wheatland Advisors
Pennsylvania
$1.39M – – –
CIC
467
Carnegie Investment Counsel
Ohio
$1.38M +$127K +1,829 +10%
SFT
468
Simmons First Trust
Arkansas
$1.38M +$898K +11,654 +187%
LIM
469
Leavell Investment Management
Alabama
$1.37M +$92.5K +1,200 +7%
CCA
470
Checchi Capital Advisers
California
$1.37M -$156K -2,018 -10%
AP
471
Appleton Partners
Massachusetts
$1.36M +$153K +1,984 +13%
AIA
472
AIMZ Investment Advisors
California
$1.35M -$8.63K -112 -0.6%
NEI
473
Northwest & Ethical Investments
Ontario, Canada
$1.35M +$1.35M +17,521 New
FPFS
474
First Personal Financial Services
North Carolina
$1.34M -$50.4K -653 -4%
OA
475
Oak Associates
Ohio
$1.33M -$568K -7,366 -30%
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