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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 %
COI
476
Connable Office Inc
Michigan
$1.47M -$18.4K -223 -1%
PJSIMP
477
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.46M +$4.61K +56 +0.3%
AIA
478
AIMZ Investment Advisors
California
$1.45M – – –
CIC
479
Carnegie Investment Counsel
Ohio
$1.45M +$147K +1,819 +11%
PWS
480
Peloton Wealth Strategists
Indiana
$1.44M -$198K -2,400 -12%
MCM
481
Millie Capital Management
California
$1.44M +$20.7K +251 +1%
FC
482
FIC Capital
New York
$1.43M +$6.84K +83 +0.5%
SCM
483
Stonebridge Capital Management
California
$1.41M +$13.8K +167 +1%
HCM
484
Hall Capital Management
Rhode Island
$1.4M +$69.8K +848 +5%
RHBC
485
R.H. Bluestein & Co
Michigan
$1.4M -$9.22K -112 -0.7%
FCH
486
Freestone Capital Holdings
Washington
$1.38M +$167K +2,023 +14%
RBC
487
Ronald Blue & Co
Georgia
$1.37M -$216K -2,618 -14%
LIM
488
Leavell Investment Management
Alabama
$1.36M +$36.7K +446 +3%
SOMRS
489
State of Michigan Retirement System
Michigan
$1.36M -$6.34M -77,004 -82%
NCM
490
Narwhal Capital Management
Georgia
$1.34M – – –
MCM
491
Murphy Capital Management
New Jersey
$1.34M -$27.6K -335 -2%
SGAM
492
Steinberg Global Asset Management
Florida
$1.33M -$7.42K -90 -0.6%
CONA
493
Capital One National Association
New York
$1.33M +$168K +2,034 +14%
HPCM
494
High Pointe Capital Management
Illinois
$1.32M +$55.4K +672 +4%
EFS
495
Essex Financial Services
Connecticut
$1.3M +$2.72K +33 +0.2%
JMH
496
J.M. Hartwell
New York
$1.3M – – –
SWP
497
Stratos Wealth Partners
Ohio
$1.3M +$339K +4,113 +35%
TCM
498
Texan Capital Management
Texas
$1.29M +$8.24K +100 +0.6%
AP
499
Appleton Partners
Massachusetts
$1.29M +$240K +2,913 +23%
WB
500
Webster Bank
Connecticut
$1.28M -$20.3K -246 -2%
18 19
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