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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 %
FC
476
FIC Capital
New York
$1.53M -$14.8K -167 -1%
MCM
477
Millie Capital Management
California
$1.52M +$5.04K +57 +0.3%
FCH
478
Freestone Capital Holdings
Washington
$1.52M -$1.18M -13,309 -44%
JG
479
Jefferies Group
New York
$1.51M +$1.51M +17,133 New
RHBC
480
R.H. Bluestein & Co
Michigan
$1.51M -$10.6K -120 -0.7%
SCM
481
Stonebridge Capital Management
California
$1.5M +$27.1K +307 +2%
WB
482
Webster Bank
Connecticut
$1.47M -$34.6K -391 -2%
MCM
483
Murphy Capital Management
New Jersey
$1.47M -$2.12K -24 -0.1%
EFS
484
Essex Financial Services
Connecticut
$1.45M +$23.6K +267 +2%
SAM
485
Symphony Asset Management
California
$1.43M +$1.2M +13,585 +520%
OCG
486
Opus Capital Group
Ohio
$1.42M +$65.5K +742 +5%
EWMCB
487
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.42M +$108K +1,219 +8%
TCM
488
Texan Capital Management
Texas
$1.42M -$977K -11,049 -41%
HCM
489
Hall Capital Management
Rhode Island
$1.41M +$114K +1,294 +9%
K
490
Kemper
Illinois
$1.41M – – –
JMH
491
J.M. Hartwell
New York
$1.4M +$19.7K +223 +1%
SGAM
492
Steinberg Global Asset Management
Florida
$1.4M -$270K -3,058 -16%
QT
493
Quantbot Technologies
New York
$1.38M +$971K +10,992 +235%
PCM
494
Parsons Capital Management
Rhode Island
$1.38M +$127K +1,439 +10%
KFC
495
Klingenstein Fields & Co
New York
$1.37M -$3.18K -36 -0.2%
VIA
496
Vident Investment Advisory
Georgia
$1.36M +$1.36M +15,431 New
HPCM
497
High Pointe Capital Management
Illinois
$1.36M -$634K -7,176 -32%
CCA
498
Checchi Capital Advisers
California
$1.35M +$168K +1,898 +14%
CPIM
499
Columbia Partners Investment Management
Virginia
$1.35M -$1.76M -19,940 -57%
JWBC
500
J.W. Burns & Co
New York
$1.35M -$81.4K -921 -6%
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